摩根大通：美国独立电力生产商不要停止相信，坚持那种权力感
美国银行·2024-10-21 15:22
North America Equity Research 17 October 2024 J P M O R G A N US Independent Power Producers Don't Stop Believing, Hold Onto That Power Feeling; IPP Initiation with VST AFL & Top Pick, OW TLN and CEG We initiate coverage on IPPs Constellation Energy (CEG), Talen Energy (TLN), and Vistra (VST) with a positive sector view, even when considering YTD stock price strength. We see structural tailwinds, including manufacturing onshoring, broader electrification trends (transportation, heating, and more), as well d ...