5月21日，Vistra Energy盘中上涨3.09%，报148.415美元/股，成交额1.71亿美元。
消息面上，多重利好持续催化AI电力板块。杰富瑞将Vistra目标价调整至190美元，维持买入评级，华尔街分析师平均目标价达233.19美元。此外，对冲基金Appaloosa的大卫·泰珀于一季度将Vistra持仓从94.5万股大幅增至202.2万股，环比增幅约114%，彰显机构对AI数据中心电力链条的强烈看多信号。行业层面，北美AI数据中心电力需求三年复合增长率高达73%，PJM电力市场电价出现76%的结构性上涨，电力供需格局正发生根本性改变，Vistra作为综合性零售电力和发电龙头持续受益。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.