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美银清洁能源研讨会 - 我们的收获_预期调整-BofA Cleantech Symposium - What we learned_ Estimate Change
美银· 2025-11-25 01:19
Accessible version US Cleantech BofA Cleantech Symposium - What we learned Estimate Change Tone improved: policy less uncertain, high power demand We hosted our annual Cleantech Symposium in New York with ~30 corporates and ~100 investors. The tone was noticeably improved from a year ago as the policy landscape has become less uncertain and corporates look to capitalize on the data center and power growth theme organically and via M&A with improved capital markets access. Data centers dominate the power dem ...