能源企业Talen Energy Corporation周二盘中股价大涨5.96%,引起市场广泛关注。
分析人士认为,此前一天人工智能相关科技股受到重挫,投资者担心低成本AI技术普及可能降低科技公司的耗电需求。但当天,能源股出现反弹,主要原因是市场预期未来几年内人工智能技术的快速普及将推动数据中心用电需求持续增长,从而提振发电需求。
虽然采用更加节能的AI模型可提高能效,但算力整体扩张将带动发电量大幅增长。长期来看,发电行业发展前景向好,为独立发电企业如Talen Energy Corporation带来利好。因此,该公司当日股价出现大涨。
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