White house push for "emergency electricity power auction"

This is bullish for long term AI power sector, but bearish in short term due to negative impact on demand and margin. VST,CEG. TLN all down becuase of this , and likely will be under pressure near term

所有跟帖： 

• GEV, BE are direct benefit of this. Nuclear might indirectly -三心三意- ♂ (0 bytes) () 01/16/2026 postreply 06:42:45

• 最近这几个股票坐过山车，大起大落的。回去回补前两天跳空高开的缺口 -小松松- ♀ (0 bytes) () 01/16/2026 postreply 06:43:03

• VST， CEG，TLN 估计短期不会有大涨了。这个计划短期会curb demand -三心三意- ♂ (0 bytes) () 01/16/2026 postreply 06:55:53

• 好的。 -小松松- ♀ (0 bytes) () 01/16/2026 postreply 06:57:28

• 你看CCL如我所料，大幅回撤了 -BigMountain6- ♂ (0 bytes) () 01/16/2026 postreply 06:46:12

• 买入？ -三心三意- ♂ (0 bytes) () 01/16/2026 postreply 06:57:13

• 不急。根据以往的规律，我猜回撤的最低点应该在下月中旬左右 -BigMountain6- ♂ (115 bytes) () 01/16/2026 postreply 07:02:55

• Oil crude price also is a factor, i think -三心三意- ♂ (0 bytes) () 01/16/2026 postreply 07:10:19

• I would expect oil/gas price at lower level -BigMountain6- ♂ (0 bytes) () 01/16/2026 postreply 07:13:15

• 可惜我的ETN太少，HUBB没拿住 -BigMountain6- ♂ (0 bytes) () 01/16/2026 postreply 07:40:40