公务集团(PEG)11月4日盘中股价大跌5.36%,市场对此反应强烈。分析人士认为,这可能与联邦能源监管机构近期作出的一项决定有关。
上周五,联邦能源监管委员会(FERC)拒绝了亚马逊公司数据中心与宾州一家核电站直接连接的修订互联协议。公务集团旗下也运营核电资产,此次决定可能会影响其与亚马逊等大型数据中心客户的潜在收益。
虽然暂时无法确定具体影响程度,但市场显然对此决定产生了担忧,认为这可能会削弱公务集团的未来增长前景。因此公司股价应声大跌。不过,公务集团在当季财报中公布的业绩超出预期,这有望在一定程度上抵消上述不利影响。
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