We recently published 10 Stocks Already Shocking 2026 With Massive Gains. Fermi Inc. (NASDAQ:FRMI) was one of the top performers last week. Fermi soared by 15.75 percent week-on-week, as investors placed bets ahead of expected business updates next week, alongside renewed optimism for the artificial intelligence industry. According to Fermi Inc. (NASDAQ:FRMI), it would participate in the two-day Evercore Power Conference in West Palm Beach, Florida from Thursday to Friday, January 8 and 9, 2026, where in ...

As of late 2025, GE Vernova's backlog is $135 billion, and it expects it could grow to $200 billion by 2028 . In its gas turbine segment alone, the pipeline of signed orders and slot reservations is approaching 70 GW, showing robust demand for future services.GE Vernova is a strong pure play on rising U.S. energy demand. As data center buildout continues, high demand for its efficient gas turbines is surging. That's because one of the primary obstacles for hyperscalers is energy and the time it takes to exp ...

每经记者｜刘艳美 每经编辑｜杨欢 近日，渝黔、湘粤、闽赣背靠背联网工程相继开工建设。 12月27日，湘粤背靠背联网工程在湖南郴州正式开工。项目投产后，将实现国家电网、南方电网之间的柔性互济，推 动湘粤两省电力资源生态优化配置，有力增强湖南的电力稳定供应能力。 此前的12月26日，渝黔背靠背联网工程在重庆开工建设。工程建成后将加强国家电网和南方电网的互联互通，助力重 庆、贵州两地的电力互济。 12月25日，闽赣两省背靠背联网工程在江西瑞金开工建设。该项目建设江西首个柔性直流背靠背换流站，搭建起闽赣 电网互联互通高速通道，助力区域能源资源优化配置和新能源高效开发利用。 解读：何谓"背靠背联网工程"？ 简单来说，就是在一个换流站内，通过"交流-直流-交流"的转换，将两个不同步运行的电网安全、高效地连接起来的电 力工程。 比如，江西、福建两省电网系统分别隶属于国家电网华中、华东区域电网。不同区域电网存在非同步运行的情况，因 此，两个区域电网之间的电力不能直接相互输送。背靠背联网工程，相当于为两大区域电网加装了高效"电力转换 器"，实现跨区电力双向互送。 就在不久前，总投资244亿元的渝黔、湘粤、湘黔、闽赣、皖鄂等5项 ...

本报讯 记者刘大毅报道 入冬以来，省内多轮大风、雨雪、低温天气接踵而至，保暖保供迎来年度"大 考"。在这场考验中，辽宁通过电力现货市场，以分时价格精准引导发电与用电，不仅稳住了电力供应 基本盘，更在新能源大幅增长的情况下，实现了资源的优化配置与多方共赢。 （来源：辽宁日报） 辽宁的电力市场眼光并不局限于省内，依托全国统一电力市场体系，辽宁积极引导发电主体在省内供应 宽松、外省需求紧张时，主动参与省间现货交易。11月，辽宁发电企业累计向省外输送电量超3亿千瓦 时，不仅实现了近1亿元的市场增收，更有效提升了新能源的跨省消纳水平，以市场化方式服务全国电 力保供大局。 转自：辽宁日报 电力现货市场，如同一个"电力证券交易所"，每时每刻根据供需生成价格信号。这根价格"指挥棒"，正 精准引导着省内电力资源高效流动与优化配置。 当大风天气带动新能源"大发"时，市场电价走低，激励火电机组灵活减发，主动为清洁能源让路；当供 暖与用电高峰来临、供应趋紧时，电价信号则引导发电企业顶峰出力、用户主动错峰。今年11月，辽宁 通过这套市场化机制，引导火电机组积极参与深度调峰，累计为风电、光伏等新能源"腾出"19亿千瓦时 的消纳空间。当月 ...

截至目前，相关项目已取得19项专利授权，发表19篇高水平论文，牵头制定3项国家标准，核心技术属 行业首创。刘文松表示，团队将持续优化技术体系，打造自主可控的智算基础平台，赋能更多行业数字 化转型，助力数字经济高质量发展。 "我们相当于为算力资源搭建了一个'智能调度中心'。"南瑞瑞腾资深研究员刘文松介绍。团队通过一系 列技术创新，实现了异构算力的"互联互通"：采用统一接口将各类GPU纳入统一管理，构建"网络+算 力"协同机制，控制单节点性能损耗；将大模型拆解为可灵活部署的模块，使中低端算力也能参与高端 任务，且推理速度不受影响；再通过智能路由精准匹配算力需求与资源，提升路由准确率。 集成上述关键技术的"瑞腾智算调度平台"在实际应用中表现突出：在支撑电网供电方案生成时，工单响 应时长平均仅用7.241秒，并发处理能力由40提升至800，基层业务处理效率实现倍增。目前，该平台已 在国家电网总部及江苏、山东等地的11家省电力公司投入运行，正在向全国逐步推广，并逐步拓展至军 工、电信、公安等领域，完成多场景落地验证。 本报讯(记者张宣)近日，由国电南瑞（600406）旗下南京南瑞瑞腾科技有限责任公司研发的"电力异构 智 ...

Core Insights - Edison International (EIX) is a significant entity in the Utility - Electric Power sector, providing electric power and energy services [1] - The stock price of EIX is currently $59.58, with a slight increase of approximately 2.16% [3] - The company has a market capitalization of approximately $22.92 billion, indicating its substantial market presence [4] Price Target and Analyst Ratings - David Arcaro from Morgan Stanley has set a new price target for EIX at $57, suggesting a potential downside of about -4.26% from the current trading price [1][5] - EIX holds a Zacks Rank of 2 (Buy), indicating a positive trend in earnings estimate revisions and a favorable earnings outlook compared to its competitor, NextEra Energy, which has a Zacks Rank of 3 (Hold) [2][5] Stock Performance - EIX has shown significant price fluctuations over the past year, reaching a high of $81.02 and a low of $47.73, reflecting its dynamic market performance [3][5] - The trading volume on the NYSE for EIX is 1,158,472 shares, indicating active investor interest [4]

Core Viewpoint - WEC Energy Group is positioned for potential growth with a price target of $115 set by UBS, indicating a possible increase of approximately 10.07% from its current price of $104.48 [1][5] Company Performance - WEC's stock price has experienced a slight decrease of 0.74%, currently trading between $104.23 and $105.66 [2][5] - Over the past year, WEC's stock has fluctuated, reaching a high of $118.19 and a low of $91.94 [2] - The company's market capitalization stands at approximately $33.41 billion, reflecting its significant market presence [2] Comparative Analysis - PG&E, another major player in the Utility - Electric Power sector, holds a Zacks Rank of 2 (Buy), indicating a stronger earnings estimate revision trend compared to WEC's Zacks Rank of 3 (Hold) [3][5] - This suggests that PG&E may have a more favorable earnings outlook, potentially making it more attractive to value investors [3] Investor Interest - Today's trading volume for WEC is 1,267,658 shares on the NYSE, indicating active investor interest [4] - The key question for investors is which stock offers better value, with UBS's price target for WEC suggesting potential growth while PG&E's stronger earnings outlook may appeal more to value-seeking investors [4]

Core Viewpoint - The article discusses the competitive landscape of AI between China and the United States, emphasizing the critical role of electricity supply and infrastructure in supporting AI development, rather than just focusing on chip technology and manufacturing capabilities. Group 1: Electricity Consumption and Infrastructure - Silicon Valley's AI data centers consume over 100 billion kilowatt-hours of electricity annually, surpassing the total electricity usage of Sweden [1] - The U.S. electrical grid is fragmented, with major regions operating independently, leading to inefficiencies and high transmission losses of over 15% on outdated high-voltage lines [3] - The construction of interstate high-voltage lines in the U.S. takes an average of ten years, which is significantly longer than in China, where the average is three years [6][18] Group 2: China's Electricity System Advantages - China has built 35 ultra-high voltage lines by 2024, enabling efficient transmission of renewable energy with losses below 5% to major AI centers [9] - The Chinese power grid can quickly adjust to fluctuating demands, providing stable electricity supply crucial for AI operations, which require consistent high loads during training [11] - China's investment in digitalizing its power grid is twice that of the U.S., allowing for better integration of renewable energy sources [13] Group 3: Coal Power as a Strategic Asset - Despite environmental concerns, China's modern coal power plants serve as a reliable backup for AI operations, capable of rapid expansion and quick deployment compared to other energy sources [15] - The ability to respond quickly to electricity demand is seen as a significant advantage for China in the AI competition, especially as global data centers are projected to consume 8% of the world's electricity by 2030 [15] Group 4: Historical Context and Future Implications - Historical patterns suggest that the benefits of technological advancements often accrue to countries that can scale applications efficiently, rather than those that invent the technology [16] - The future of AI dominance may hinge more on the efficiency of electricity supply and infrastructure than on advanced chip technology alone, positioning China's power grid as a critical asset in this competition [21]

Core Insights - The integration of artificial intelligence (AI) and the energy sector presents significant investment opportunities as AI adoption increases electricity demand [1][2][3] - The energy sector's demand-supply dynamics are favorable for investment, particularly as the digital economy grows and power demand exceeds supply [2][3] - Active management strategies, such as those offered by MFS, can effectively capture the upside from the intersection of AI and energy [4][5][6] Investment Opportunities - The energy sector is expected to benefit from the substantial electricity requirements of AI technologies, leading to various investment opportunities [2][3] - MFS offers a range of active exchange-traded funds (ETFs) that focus on capturing developments in AI and energy, with different strategies but shared principles [4][5] - Active management allows for flexibility in fund exposure, enabling a tilt towards sectors like energy and AI, as demonstrated by specific allocations in MFS ETFs [5][6] Market Conditions - Current market uncertainties, including interest rates and geopolitical tensions, highlight the importance of allocating to actively managed funds [6] - The MFS portfolio management team brings an average of 26 years of industry experience, enhancing the selection process for fund holdings [6]

11月份，规模以上工业（以下简称规上工业）原煤生产保持稳定，原油生产增速加快，天然气生产平稳增长，电力生产保持增长。 一、原煤、原油和天然气生产及相关情况 原煤生产保持稳定。11月份，规上工业原煤产量4.3亿吨，同比下降0.5%；日均产量1423万吨。 1—11月份，规上工业原煤产量44.0亿吨，同比增长1.4%。 原油生产增速加快。11月份，规上工业原油产量1763万吨，同比增长2.2%，增速比10月份加快0.9个百分点；日均产量58.8万吨。 1—11月份，规上工业原油产量19825万吨，同比增长1.7%。 原油加工平稳增长。11月份，规上工业原油加工量6083万吨，同比增长3.9%；日均加工量202.8万吨。 1—11月份，规上工业原油加工量67507万吨，同比增长4.0%。 二、电力生产情况 规上工业电力生产保持增长。11月份，规上工业发电量7792亿千瓦时，同比增长2.7%；日均发电量259.7亿千瓦时。1—11月份，规上工业发电量88567亿千 瓦时，同比增长2.4%。 分品种看，11月份，规上工业火电由增转降，水电较快增长，核电、太阳能发电增速加快，风电由降转增。其中，规上工业火电同比下降4.2 ...