消息面上,摩根士丹利于6月24日将Vistra目标价从212美元微调至210美元,维持"跑赢大盘"评级,FactSet汇总的分析师一致目标均价为230.18美元,较当前股价存在显著上行空间。此外,KKR联合英伟达、科威特投资局及Vistra成立Helix Digital Infrastructure公司,承诺资本超100亿美元用于下一代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,持续巩固其在AI电力需求链中的核心定位。叠加此前伯恩斯坦以181美元目标价首次覆盖并给予"跑赢大盘"评级,多机构看好形成合力,推动股价从近日回调中反弹。
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