AI leading the surge of public utility stocks: Is it time to consider withdrawing investments?
Driven by the surge in demand for artificial intelligence, utility stocks are experiencing unprecedented brilliant performance. In the past year, the selected industry etf for utilities has risen by nearly 44%, bringing joy to investors.
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Prominent Wall Street short sellers: Investors should focus on defensive stocks earnings and wait for clearer employment data.
Morgan Stanley maintains a neutral stance on defensive stocks related to cyclical sectors in the economy, waiting for 'clearer' employment data. The bank believes employment data is a key driving factor for the year-end stock market.
Harvesting the wool of negative electricity prices! There is a major transformation happening in the global electrical utilities market...
①Nowadays, when some consumers use electricity, they often can also earn money; ②During most of this spring and summer, Dutch resident Jeroen van Diesen has been 'rewarded' by using electricity.
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Bank of America Merrill Lynch raises rating to "overweight"! Is the utility sector worth paying attention to?
Bank of America believes that the increase in volatility and the decrease in interest rates will result in better returns for utility stocks, surpassing the performance of technology stocks.
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Utility stocks have outperformed the "seven giants" and are expected to continue to rise.
In the market turmoil, utility stocks have become unexpected winners. Recently, not only have they outperformed the 'seven giants,' they have also demonstrated the potential for continued strength.
AI brings about a surge in demand for electrical utilities! The USA's electricity generation in the first half of the year has increased significantly, with the largest growth rate in 21 years.
Driven by AI demand, the United States increased its electricity generation by 20.2 GW in the first half of this year, the highest growth rate during the same period since 2003. According to the EIA survey, power developers also expect a year-on-year increase of 42.6 GW in electricity generation in the second half of this year.
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AI has sparked a wave of datacenter demand! The industry in the USA will experience a renaissance in the second half of this year.
According to Platts Energy News, since the beginning of this year, US electrical utilities have increased their cumulative datacenter power demand forecast for 2030 by about 50%.
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USA's auction price for electricity has soared 8 times! The expansion of datacenters has pushed the power grid to give a historically high stock price.
The highly influential PJM electrical utilities annual auction in the USA has ended, with this year's auction price reaching a record-breaking 269.92 US dollars per megawatt-day, an 8.3-fold increase from last year; The aging of the power grid, the retirement of coal-fired power plants, and the soaring demand for power driven by datacenters have jointly led to the recent increase in auction prices in the United States electrical utilities market.
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IEA: Global demand for electrical utilities is soaring and coal-fired power generation is unlikely to decrease this year.
①IEA predicts that global electricity demand will grow by 4% in 2024, the highest level since 2007; ②In the next two years, only cecep solar energy is expected to meet about half of the global electricity demand growth; ③Although wind power is growing rapidly, global coal-fired power generation is unlikely to decline this year.
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