2025年1月28日周二盘前,美国电力和能源股集体走高,其中Talen Energy Corporation盘前大涨5.12%,引起市场关注。
据报道,此前一天人工智能相关科技股受到重挫,投资者担心低成本AI技术普及可能降低科技公司耗电需求。但到当天,能源股出现反弹,市场人士认为,即便AI模型效率提高,其广泛应用也将推高整体发电需求。
分析师指出,随着人工智能技术的快速发展,未来几年内数据中心用电需求仍将持续增长。即使采用节能AI模型,算力扩张也将带动发电量大幅提升。长期来看,能源行业发展前景向好,为独立发电企业如Talen Energy Corporation带来利好。
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