11月4日,NuScale Power盘中股价大跌6.6%,引发市场关注。分析人士表示,这与美国联邦能源管理委员会近期收紧对创新性核电商业模式的监管政策有关。
据报道,美国联邦能源管理委员会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厂购买电力的协议。此前,亚马逊曾斥资6.5亿美元购买了该电厂周边地区的一处数据中心园区,并签署了向电厂购电的长期合约。监管机构的这一决定被视为对创新型核电商业模式持谨慎态度的表现。
作为一家专注于小型核反应堆技术的新兴公司,NuScale Power的发展前景在很大程度上受制于监管政策环境。因此,其股价在监管政策收紧的消息面前应声下跌。除NuScale Power外,其他核电概念股如Talen Energy和Constellation Energy当日也出现了不同程度的下跌。
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