Goldman Sachs SELL

GS Utilities Daily Enel Q2 26 operating data output up c.4 on strong thermal & nuclear Belgium approves revised offshor...

Jul 24, 2026

From the report报告摘录Europe's Electrification & AI-Driven Demand Surge: Power demand growth upgraded to +5% pa (2026-35), driven by AI datacenter expansion (+10pp queries) and electrification, accelerating infrastructure investment and…

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