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高盛欧洲快报:公用事业的新时代 阿斯利康 宏观 全球 公司访问:公用事业的新时代:国内的、防御性的且不断增长
高盛·2025-05-30 10:55

28 May 2025 | 6:30AM BST GS EUROPEAN EXPRESS: New era for Utilities | AstraZeneca | Macro | Global | Corporate Access Click "here" to listen to the Europe Morning Call. A new era for Utilities: Domestic, defensive and growing ~50 pg deep dive into the sector from Alberto Gandolfi and Ajay Patel looking at why we are in a new era of Utilities, one where power demand is growing (after 15 years of decline), earnings are growing (power demand inflection, modernization of the grid to boost energy security and me ...