6月2日，Vistra Energy盘中上涨3.11%，报159.6美元/股，成交额2.28亿美元。该股在前一交易日大幅下跌后出现技术性反弹，独立电力生产商板块整体回暖，同业Talen Energy涨2.78%、Hallador能源涨2.81%、Transalta Corp涨2.72%，板块呈现集体修复态势。
消息面上，AI数据中心电力需求叙事仍为板块核心逻辑支撑。此前杰富瑞将Vistra目标价调整至190美元并维持买入评级，华尔街分析师平均目标价达233.19美元；对冲基金Appaloosa一季度将Vistra持仓大幅增至202.2万股，环比增幅约114%，机构对AI电力链条的看多信号明确。经历6月1日板块获利回吐后，当前成交额有所回升，短期做多情绪边际改善。
（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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