异动解读｜Vistra Energy盘中上涨3.09%，AI电力需求逻辑持续发酵

行情直击05-21 22:31

5月21日，Vistra Energy盘中上涨3.09%，报148.415美元/股，成交额1.71亿美元。

消息面上，多重利好持续催化AI电力板块。杰富瑞将Vistra目标价调整至190美元，维持买入评级，华尔街分析师平均目标价达233.19美元。此外，对冲基金Appaloosa的大卫·泰珀于一季度将Vistra持仓从94.5万股大幅增至202.2万股，环比增幅约114%，彰显机构对AI数据中心电力链条的强烈看多信号。行业层面，北美AI数据中心电力需求三年复合增长率高达73%，PJM电力市场电价出现76%的结构性上涨，电力供需格局正发生根本性改变，Vistra作为综合性零售电力和发电龙头持续受益。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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