美国电力（AEP）今日盘中股价大幅上涨5.43%，创下历史新高，引发市场广泛关注。
消息面上，公司公布了2025年第四季度业绩，调整后每股收益为1.19美元，超出市场预期。同时，公司宣布将五年资本支出计划扩大至超过720亿美元，并已识别出额外50亿至80亿美元的输电和发电项目投资机会。
此次业绩增长和资本支出扩张主要受电力需求激增驱动，尤其是谷歌、亚马逊和Meta等大型科技公司为支持人工智能任务而建设的数据中心，导致电力需求空前增长。美国电力与数据中心签订的电力协议自去年10月以来已翻倍，凸显了其在满足未来能源需求方面的关键地位和增长潜力。
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