11月4日,Oklo Inc.(OKLO)盘中股价大跌11.95%,市值一度蒸发近5亿美元,引发市场极大关注。此前,美国联邦能源管理委员会(FERC)否决了一项允许亚马逊公司数据中心直接从宾夕法尼亚州核电站获取电力的协议。
今年3月,亚马逊网络服务公司曾向Talen Energy公司支付6.5亿美元,购买了毗邻宾州Susquehanna核电站的一个数据中心园区,并签署长期直购核电协议。但FERC以市场竞争和反垄断为由否决了这一协议。此举可能会对核电行业发展前景产生负面影响,引发投资者对该行业未来前景的担忧。
作为一家专注于小型模块化核反应堆研发的新兴公司,Oklo的估值也受到了重创。分析人士指出,FERC此举加剧了市场对核电行业监管政策的不确定性,阻碍了行业的发展。虽然这一事件与Oklo的实际经营无直接关联,但投资者受宏观环境影响纷纷抛售核电概念股,使其遭受重挫。
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