星座能源10月16日盘中大涨5.23%,引发市场关注。主要原因是该公司为宾夕法尼亚三里岛核电站重启项目订购了价值1亿美元的关键设备主电源变压器,推动了复兴这一具有里程碑意义的核电项目的有序进行。
近期,亚马逊、谷歌、微软等科技巨头纷纷与核电企业签署合作协议,计划投资开发小型模块化反应堆(SMR),以满足其高耗能数据中心对于清洁电力的巨大需求。行业报告预计,到2030年美国数据中心新增电力需求将达47吉瓦。这为如星座能源等传统核电运营商带来了新的市场机遇。
分析师普遍看好星座能源及核电行业未来发展前景。持续增长的电力需求、核电不产生温室气体排放等优势,将为星座能源等核电企业的长期发展提供有利环境。一些分析师认为,核电复兴将带动包括星座能源在内的行业龙头公司获利增长。
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