$GOLDWIND(02208.HK) rose slightly, while $Nextera Energy(NEE.US) and $EOS Energy Enterprises(EOSE.US) barely moved—there was little correlation between wind power, energy storage, and power. Everyone's talking about the narrative of power demand from AI data centers, but when it comes to wind power and energy storage, the stock price reaction has been very lukewarm. Is it that the power demand story hasn't yet reached these niche sectors, or is the market waiting for specific installation or order data? It looks more like waiting for data—this wave of capital in the power theme is more concentrated in gas turbines and nuclear power; wind, solar, and storage need their own catalysts to be revalued.
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