短期来看，这是利空。_老虎社区_美港股上老虎

三分钟学财经
01-19 22:02

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。 $Vistra Energy Corp.(VST)$

# AI电力新政发布！CEG、VST有加仓空间吗？

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