$Vistra En_老虎社区_美港股上老虎

$Vistra Energy Corp.(VST)$VST因为川普政府关于新建发电站满足数据中心需求的消息大跌，因为对ipp不利好，不过长期来看还是不错的，所以加仓了一部分。

近日特朗普和多州州长计划宣布一项新提案——为AI数据中心定向建电厂，微软、谷歌等都签订了超过15年的长期购电协议，受此政策影响，GEV大涨（Jefferies点名其为“最明确赢家”），CEG、VST股价大跌，【大家觉得CEG、VST有加仓空间吗？新政将会给电力板块带来怎样的影响？】

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