美国电力公司星座能源公司(Constellation Energy Corp, CEG.US)23日盘中一度大涨5%,引发市场关注。这主要与该公司计划重启三里岛退役核电站一个机组,并签订为期20年向微软供电的大单相关。
根据微软公布的消息,双方就重启三里岛核电站1号机组签订了为期20年的电力购买协议。这一举措旨在为微软庞大的全球数据中心网络提供长期稳定的电力来源,支持其人工智能业务及碳中和目标。由于人工智能、大型数据中心对电力需求极高,重启现有低碳核电站被视为潜在的解决方案。
分析人士指出,CEG在利用这一潜在的核电新兴需求方面具有独特优势。多家券商和投资机构上调了CEG的目标价,看好公司核电项目前景,认为重启退役机组风险可控。有观点认为,到2050年实现碳中和目标离不开核电的大力发展,核电将成为支撑人工智能、大数据中心发展的重要能源。
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