电力需求前景广阔 大和证券首予Vistra(VST.US)“买入”评级

Core Viewpoint - Daiwa Securities analyst Dennis Ip has initiated a "Buy" rating for Vistra Energy (VST.US) with a target price of $250, following Morgan Stanley's David Arcaro raising the target price while maintaining an "Overweight" rating, highlighting Vistra's strong earnings performance and growth momentum in nuclear and renewable energy [1] Company Summary - Vistra Energy is an independent power producer with a diversified generation portfolio of 41,000 MW, serving over 5 million customers in the U.S. [1] - The company has received approval from the U.S. Nuclear Regulatory Commission to extend the operational life of its 1,268 MW nuclear power plant in Perry, Ohio, until 2046, which is a 20-year extension from the previous license [1] Industry Summary - The AI boom has positively impacted traditional sectors like utilities, with analysts predicting that data center electricity demand could rise to 10.9% of the U.S. total by 2030, up from the current 4.5%, indicating a need for more power plants, transmission lines, and infrastructure, which would benefit utility companies [1]