消息面上,伯恩斯坦(Bernstein)近日首次覆盖Vistra,给予跑赢大盘评级,目标价181美元,华尔街分析师平均目标价为230.29美元,较当前股价仍有显著上行空间。此前Seaport Global Securities亦将目标价从227美元上调至230美元,维持买入评级。同时,KKR联合英伟达、科威特投资局及Vistra成立Helix Digital Infrastructure公司,承诺资本超100亿美元用于AI基础设施融资,Vistra作为创始投资者及首选电力供应商参与其中,AI电力需求链核心定位持续巩固。行业方面,同业Talen Energy涨4.94%、Hallador能源涨5.91%、Kenon Holdings涨3.09%,板块整体表现强势。
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