BUZZ-Jefferies 将 Vistra Corp 的评级上调至 "买入",该公司股价上涨

路透中文
Feb 10
BUZZ-Jefferies 将 <a href="https://laohu8.com/S/VST">Vistra</a> Corp 的评级上调至 "买入",该公司股价上涨

2月10日 - ** 公用事业公司Vistra Corp VST.N股价盘前上涨4%至159.2美元

** Jefferies将其评级从 "持有 "上调至 "买入";将PT从191美元上调至203美元

** 新目标价较上一交易日收盘价上涨约 33%

** 券商认为该股对未来数据中心交易带来的上涨空间定价过低

** 券商预计 2026 年将成为解决 PJM 结构性失衡的转折点,但仍认为 PJM 后援采购存在重大不确定性

** 我们认为,目前现有资产上的数据中心合同将大幅减少,但'基础'估值代表了买入机会"--券商

** 20 家券商中有 19 家将股票评级为 "买入 "或更高,1 家为 "持有"--数据由 LSEG 编制

** 2025 年,VST 增长了 17%

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