消息面上,KKR近日宣布联合科威特投资局、英伟达及Vistra成立Helix Digital Infrastructure公司,承诺资本超100亿美元,用于为下一代AI基础设施融资。Vistra作为创始投资者及首选电力供应商参与其中,进一步巩固其在AI电力需求链中的核心定位。同时,Seaport Global Securities将Vistra目标价从227美元上调至230美元,维持买入评级,华尔街分析师平均目标价为233.38美元。叠加此前宣布约47亿美元收购Cogentrix旗下10家天然气发电厂的产能扩张逻辑,基本面利好持续释放,推动股价延续反弹走势。行业方面,同业Talen Energy涨3.31%、Kenon Holdings涨2.19%,板块回暖趋势延续。
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