5月26日，Vistra Energy盘中上涨4.34%，报164.855美元/股，成交额2.96亿美元。该股延续此前连涨态势，板块整体走强带动股价继续上行。
消息面上，AI电力需求逻辑持续发酵，独立电力生产商板块普遍造好，同业Talen Energy涨4.53%、Hallador能源涨4.18%。此前杰富瑞将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。
（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。）
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