美国能源公司Vistra Energy在周二盘前交易中股价大涨5.41%,引发市场关注。
虽然没有直接相关的公司新闻可以解释这一涨幅,但有分析师认为,这可能与中国一家人工智能初创企业DeepSeek推出新的节能AI模型有关。如果这种模型被大规模采用,可能降低对电力的整体需求,从而减少对建设新的电力设施的需求。
报道显示,去年美国电力股是表现最好的行业之一,因为市场预期人工智能数据中心的大量耗电将推高电力需求。但如果DeepSeek的高能效AI模型得到推广,可能抑制数据中心的电力消费增长。分析人士表示,Vistra Energy作为独立电力生产商之一,其股价短期内可能受到影响。不过长远来看,即使采用节能模型,人工智能的发展也有望增加整体电力需求。
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