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Yuvi.
$XLU 利率变化会放大公用事业资本开支压力吗?
今日美国通胀数据可能改变融资定价。电网投资需要较长回收期,费率批准时点决定成本能否传递。若融资成本稳定且监管允许合理回报,资本开支更容易转成盈利。若借款先变贵、费率回收滞后,防御板块也可能承压。
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