Vistra Corp. (NYSE:VST) is included among the 11 Best Utility Stocks to Invest in According to Hedge Funds. Vistra (VST) Price Targets Revised by Analysts Vistra Corp. (NYSE:VST) is the largest competitive power generator in the US. The company boasts a capacity of approximately 41,000 MW, powered by a diverse portfolio that includes natural gas, coal, nuclear, solar, and battery energy storage facilities. On December 16, Morgan Stanley analyst David Arcaro raised the firm’s price target on Vistra Corp. ...

全球首台商用超临界二氧化碳发电机组成功商运 - 全球首台商用超临界二氧化碳发电机组“超碳一号”在贵州六盘水成功投入商业运行，标志着该技术首次从实验室推向商业落地 [1] - 该技术将液态二氧化碳加温加压至超临界状态以驱动发电机发电，是一种革新型热电转换技术 [1] - 相比现有烧结余热蒸汽发电技术，其发电效率提升85%以上，场地需求减小50%，每年可在原有基础上多发电7000万千瓦时以上 [1] 我国首个原生电力专业大模型发布 - 北京怀柔国家实验室发布了我国首个原生电力专业大模型“NWHR电力生产大模型”，核心是“电力+AI”深度融合 [2] - 该模型能在数十毫秒内完成电网状态推演，将电网物理规律转化为AI可理解的规则，实现风险精准评估与实时智能研判 [4] - 模型已在南方电网云南大理供电局试用，实际运行提升了新能源消纳能力，为未来海量分布式新能源友好接入奠定技术基石 [6] 中原油田储气库群冬季保供情况 - 截至12月18日，中原油田储气库群在今冬供暖季已累计外输天然气超1亿立方米 [7] - 该储气库群是华北地区最大的地下储气库群，总库容超31.96亿立方米，是我国天然气调峰体系的重要组成部分 [9] - 进入12月采气期后，高峰期日采气量达650万立方米 [9] 首届进博优品交易会举办 - 首届进博优品交易会于12月19日至21日在上海国家会展中心举办，被称为“小进博” [10] - 交易会展览面积超过5.3万平方米，汇聚了来自60多个国家和地区的700多家企业，展销食品、消费品等多领域“进博优品” [12] - 交易会重点面向消费端，并设有500平方米的“进博首发新品汇”展示区，集中呈现百余项创新展品 [14]

中国电力产能规模与增长 - 截至当前，中国总发电装机容量达到3.75太瓦，是美国1.30太瓦容量的近三倍[1] - 过去八年，中国发电装机容量实现翻倍增长[2] - 2024年，中国新增净发电装机容量429吉瓦，其中风电和太阳能占新增容量的83%[2] 中国核电建设与规划 - 中国目前有34座核反应堆正在建设中，数量超过其后九个国家的总和[1] - 另有近200座核反应堆处于计划或提议阶段[1] - 相比之下，美国目前没有大型商业核反应堆在建[1] 中国电力投资与电网建设 - 2024年，中国发电装机容量超过3,348吉瓦，同比增长14.6%[2] - 摩根斯坦利估计，到2030年中国将在电网项目上投资约5600亿美元[3] - 根据世界经济论坛报告，仅2024年中国在电网方面的投资就超过800亿美元[3] 能源优势对人工智能竞争的战略意义 - 中国快速的电网扩张和巨额可再生能源投资，正为其在人工智能竞赛中提供战略优势[4] - 高盛曾警告，美国电网危机可能严重限制人工智能增长，凸显中国能源优势正成为技术发展的关键差异化因素[4] - 特斯拉首席执行官埃隆·马斯克称美国的电力状况是“一个主要的竞争劣势”[5] 美国电力基础设施面临的挑战 - 美国数据中心电力需求增长速度超过电网处理能力[5] - 尽管支出创纪录，但在人工智能热潮中，输电瓶颈问题仍难以解决[5]

Bloom Energy ( BE ) continues to be among the wildest AI/power-generation stocks. One of the largest holdings in the Russell 2000 Index of small U.S. equities, the company boasts positive non-GAAP earnings per share and free cash flow. What’s more, the notableFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. ...

Bloom Energy ( BE ) continues to be among the wildest AI/power-generation stocks. One of the largest holdings in the Russell 2000 Index of small U.S. equities, the company boasts positive non-GAAP earnings per share and free cash flow. What’s more, the notableFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. ...

GE Vernova Inc. (NYSE:GEV) is one of the stocks Jim Cramer recently discussed. Cramer called the company “very established” during the episode, as he commented: “After all, if you want to build a small-scale nuclear reactor, why not just go with GE Vernova, very established, mature company that’s actually building these? They got approval to start construction on the Darlington nuclear generating station back in April. I saw some pictures. It looks like something’s happening. Hey, by the way, four years i ...

Fermi Inc. (NASDAQ:FRMI) is one of the stocks Jim Cramer recently discussed. Cramer called the company “more of a business plan than an actual business,” as he remarked: “Some of my newfound cynicism with nukes comes from the tale of Fermi, this company, which is more of a business plan than an actual business, came public on October 1st at 21 bucks, raising $682 million and had a valuation of more than $19 billion at the end of its first trading day. Fermi was just a business plan, though… Their plan is ...

Generac Holdings Inc (NYSE:GNRC) stock was last seen up 2.3% at $140.11, after Wells Fargo upgraded the power generator to "overweight" from "equal weight," with a price-target hike to $195 from $186. The firm cited AI data center growth, seeing an opportune buying opportunity after the shares' recent slide. GNRC notched its fifth-straight daily loss yesterday, still down 13.1% since the start of this week. The stock fell below several long-term trendlines during the tumble, now underneath all moving averag ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Keefe Bruyette upgraded Bain Capital Specialty Finance (BCSF) to Outperform from Market Perform with an unchanged price target of $16. The firm says Bain's share performance provides an attractive entry point.JPMorgan upgraded Paccar (PCAR) to Overweight from Neutral with a price target of $133, up from $108. Foll ...

U.S. stocks have been swinging as investors debate whether the AI boom is turning into a bubble. Over the past five days, the tech-heavy Nasdaq Composite has declined by approximately 2.4%. Mixed earnings from companies such as Oracle and Broadcom have added to the AI bubble concern, raising questions about whether massive AI-related spending will translate into returns. The uncertainty has weighed on shares across the AI supply chain, including companies indirectly tied to the theme. GE Vernova (GEV), ...