11月4日晚间,Oklo Inc.(OKLO)股价大跌5.27%,引发市场广泛关注。此前有消息称,美国联邦能源管理委员会(FERC)否决了一项关于亚马逊数据中心直接从核电站购电的协议。
据悉,亚马逊网络服务公司曾与Talen Energy公司达成协议,计划从后者位于宾夕法尼亚州的萨斯奎哈纳核电站购买更多电力,用于供给其数据中心。但 FERC 以该协议可能增加公众电费、影响电网可靠性为由做出否决。
此举引发了市场对整个核电行业监管政策收紧的担忧。包括Oklo在内的多家核电公司股价当日遭到重挫。虽然与 Oklo 实际业务关系不大,但作为新兴小型核反应堆公司的概念股,其遭资金抛售情绪加剧。分析人士指出,市场对行业发展前景的不确定性上升,令相关公司估值受创。
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