PCG,太平洋煤气电力公司,正在遭受重创,EIX也是。这两家都是加州的公用事业公司。实际上,这里发生的事情是,新立法通过,基本上他们不能随心所欲地转嫁费率上涨。而且,那些有房子烧毁等问题的人,赔付必须更快进行。
所以基本上对公用事业公司施加了更多限制,这将损害它们的盈利能力。
PC, Pacific Gas and Electric here, PCG is getting trounced along with EIX. These are both uh utilities out of California. And really what's going on here is that new legislation was passed that essentially they can't pass on rate hikes as much as they want. And also that, you know, people that have problems like their house burns down, the payouts have to be made sooner. And so essentially more restrictions on utilities that essentially will hamper their their profitability.
在我看来,其中很多源于数据中心,对吧?数据中心推高了公用事业成本,你开始看到加州立法,阻止这些电力公司不断将费率上涨转嫁给消费者。
A lot of this is stemming, in my opinion, from basically data centers, right? So data centers driving up utility costs and you're starting to see California enact legislation to keep these electric companies from passing those rate hikes just continually on to the consumer.