AI能耗价格信号：美国远期批发电价上涨 退役计划推进，MISO电力供应趋紧，推动远期电价抬升 CAISO整体上升，但相比2023年电价中枢已显著回落图：MISO远期电价美元/MWh图：CAISO远期电价美元/MWh706560555045403595908580757065605550452024202520262027202820242025202620272028资料来源：Bloomberg, HTI资料来源：Bloomberg, HTIFor full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.com16
