短期来看，这是利空。_老虎社区_美港股上老虎

短期来看，这是利空。市场会认为政策干预让收益到头了，资金可能会从电力股流出。

中期的话，先看看PJM对新建机组的激励措施会不会因为价格上限受影响。如果供应跟不上，电网压力还是在的。 $Vistra Energy Corp.(VST)$

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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