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总结
据Barron's、雅虎财经、纽约时报等报道，特朗普近日将“AI带来的用电激增”作为政策议题，推动通过紧急电力拍卖等手段缓解电力短缺与电价飙升，并与州长层面协调以避免数据中心推高居民能源账单。市场解读该举措利好发电设备与电网相关企业，GE Vernova等能源装备股走强；而面临成本上行与监管压力的公用事业公司、数据中心开发商及最终电力消费者可能承受更大不确定性，凸显电价政治的敏感性。
正文
Trump's AI Power Plan Boosts GE Vernova Stock. Here's Who Else Gains-and Loses. Barron's Trump pushes for emergency electricity auction, underlining the difficult politics of rising utility prices and AI Yahoo Finance White House, governors seek to fix AI-driven power shortages, price spikes 6abc Philadelphia Trump and States Aim to Stop A.I. From Inflating Energy Bills The New York Times Trump makes a political power play on data centers as electricity costs rise Axios
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