--- title: "公用事業板塊有所上漲,但漲幅有限,受到週期性偏好的影響——公用事業綜述" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/287124179.md" description: "電力生產商的股票小幅上漲,因為交易者在對美伊和平談判的樂觀情緒中將焦點轉向週期性行業。Constellation Energy、NRG Energy 和 Vistra 在 PJM 宣佈將數據中心容量採購的時間表提前至 2026 年 9 月,早於之前的 2027 年時間線後,股價均有所上漲" datetime: "2026-05-20T21:42:14.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287124179.md) - [en](https://longbridge.com/en/news/287124179.md) - [zh-HK](https://longbridge.com/zh-HK/news/287124179.md) --- # 公用事業板塊有所上漲,但漲幅有限,受到週期性偏好的影響——公用事業綜述 Shares of power producers rose, but not by as much as the broad market, as traders rotated back into cyclical sectors due to optimism about U.S.-Iran peace negotiations. Shares of power-plant owners Constellation Energy, NRG Energy and Vistra rallied after reports that PJM, the largest U.S. grid operator, was speeding up plans to connect data centers with power producers. PJM said in a letter late Tuesday that it was moving up the date for data-center capacity procurement to this September from September 2027. Write to Rob Curran at rob.curran@dowjones.com (END) Dow Jones Newswires May 20, 2026 17:33 ET (21:33 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相關股票 - [VST.US](https://longbridge.com/zh-HK/quote/VST.US.md) - [CEG.US](https://longbridge.com/zh-HK/quote/CEG.US.md) - [NRG.US](https://longbridge.com/zh-HK/quote/NRG.US.md) - [CEGX.US](https://longbridge.com/zh-HK/quote/CEGX.US.md) - [VPU.US](https://longbridge.com/zh-HK/quote/VPU.US.md) - [JXI.US](https://longbridge.com/zh-HK/quote/JXI.US.md) - [VSTL.US](https://longbridge.com/zh-HK/quote/VSTL.US.md) - [XLU.US](https://longbridge.com/zh-HK/quote/XLU.US.md) ## 相關資訊與研究 - [跨市博弈丨押注電力股年化回報超過 100%—這告訴我們什麼?](https://longbridge.com/zh-HK/news/285856658.md) - [NRG 能源宣佈任命新的獨立董事 | NRG 能源股票新聞](https://longbridge.com/zh-HK/news/287218017.md) - [押注 AI 算力 “電力命門”!670 億合併後,新紀元能源再擲 13 億美元收購 Caliber 拿下頁岩資產](https://longbridge.com/zh-HK/news/287135822.md) - [人工智能促使兩家公用事業公司合併……以下是如何從中獲利](https://longbridge.com/zh-HK/news/287107470.md) - [富國銀行重申了他們對 NRG 能源(NRG)的買入評級](https://longbridge.com/zh-HK/news/286682982.md)