牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 根据上述媒体获取的文件，美国能源部长克里斯·赖特（Chris Wright）近日敦促联邦能源监管委员会对 数据中心并网申请实施快速审批程序。根据赖特提交的拟议规则草案，此类审批将压缩至60天内完成， 这对当前可能长达数年的审批流程堪称重大变革。 报道称，加速审批将助力特朗普政府实现其人工智能发展蓝图。而对于急需建设高耗能数据中心的超大规 模企业而言，新规更是雪中送炭——这些企业正面临日益严峻的用电质疑，担心其巨大能耗会推高周边社 区的居民电费。 赖特在致美国联邦能源监管委员会（FERC）的信中强调："为开创美国繁荣新纪元，我们必须保障全体 国民及本土产业获得可负担、可靠且安全的电力。要实现这一目标，包括人工智能数据中心在内由公用事 业公司供电的大型负荷用户，必须能够及时、有序且不受歧视地接入输电网系统。" AI的快速发展，离不开庞大的电力供应！ 最新消息显示，特朗普政府正在推动监管机构大幅缩短数据中心接入电网的审批流程，以支持人工智能 （AI）数据中心的建设热潮。 受 上 述 消 息 影 响 ， 周 ...

Core Insights - The development of artificial intelligence (AI) has significantly boosted the S&P 500 index, transforming previously stagnant utility stocks into high-growth investment opportunities [1] - The utility sector has risen by 44% since the end of 2023, making it the third-best performing sector in the S&P 500, following communication services and information technology [1] - The demand for energy to support AI operations is expected to benefit utility companies, particularly independent power producers [1] Performance of Utility Stocks - Independent power producers have outperformed in the utility index, with NRG Energy's stock rising by 85%, Constellation Energy by 65%, and Vistra by 41% [3] - Historically, utility stocks have been viewed as defensive investments, providing stable cash flow during economic downturns, but their recent performance is notable amid a three-year bull market [3][4] - The utility sector's best performance year was in 2000 during the internet bubble burst, where it rose by 52% while the overall S&P 500 fell by 10% [3] Dividend Yield and Investment Sentiment - The dividend yield for the utility sector has decreased to approximately 2.6%, making it less attractive for investors compared to previous periods [4] - The rapid increase in stock prices has led to higher costs for investors looking to buy into utility stocks [4] Market Dynamics and Risks - The utility sector is experiencing momentum trading, becoming part of high beta trading, which increases its risk profile [7] - If investments in AI slow down, utility stocks may face revaluation similar to other assets linked to this growth [7] - The shift towards cyclical patterns in utility stocks raises questions about whether this change is a long-term transformation or a temporary fluctuation driven by AI [7] Future Outlook - The outlook for the utility sector remains optimistic due to increasing demand and approved price hikes by public utility commissions [8] - The sector is expected to be a robust growth area, although it may not serve as a safe investment option for those seeking stability [8]

Group 1 - Constellation Energy's stock price experienced a slight decline of 3.02%, but reached a new high since August 2025 during intraday trading, indicating market activity and investor optimism about the company's prospects [1] - Canadian Imperial Bank of Commerce recently rated Constellation Energy and several other U.S. independent power producers as "outperform," boosting market confidence and attracting investor attention [1] - Analyst Andrew Weisel highlighted Constellation Energy's strong performance across various industry metrics, particularly its competitive power plant portfolio amid high electricity demand, and noted its innovative strategies in data center contracts and organic growth [1] Group 2 - NRG Energy was rated as a "value pick" despite lacking the highest quality assets, while Vistra Energy was described as a "straightforward and high-quality" company with a compelling growth story and attractive asset portfolio [2] - The Canadian bank expressed confidence in the future of the entire electricity sector, emphasizing the increasing competition among companies as electricity demand grows, particularly in data centers and renewable energy [2] - Investors are encouraged to closely monitor the developments of companies like Constellation Energy, as they are expected to deliver substantial returns in a rapidly changing electricity market driven by strong demand [2]