异动解读 | 数据中心需求强劲及利润超预期,DTE能源盘中大涨5.63%

异动解读
Feb 17

DTE能源今日盘中大涨5.63%,引起了市场的广泛关注。

消息面上,DTE能源公布的第四季度利润超出华尔街预期,主要得益于数据中心电力需求的持续增长。公司在本季度谈判达成了首个超大规模数据中心合同,为甲骨文公司位于密歇根州的新数据中心提供电力负荷,这有助于分摊固定成本并为现有客户提供负担得起的优惠。

此外,DTE能源在分析师电话会议上表示,数据中心的快速发展将为电价提供更大的缓冲空间,预计现有客户每年将因此获得约3亿美元的综合效益。公司还预计将在未来几周内与另一家数据中心客户敲定合作协议,进一步拓展在数字基础设施领域的业务。

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