周三,美股煤炭股Peabody Energy盘前大涨逾16%,昨日大涨逾9%。据报道,美国总统特朗普将签署一项行政令,旨在扩大国内煤炭开采与使用规模。此举一方面旨在为高耗能的人工智能(AI)数据中心提供能源保障,另一方面试图重振日渐式微的化石燃料产业。此外,消息称Peabody考虑购买英美资源公司(AngloAmerican)资产。
据一位白宫高级官员透露,该行政令将包含多项振兴煤炭产业的联邦举措。核心措施包括:恢复联邦土地煤炭开采权、将煤炭列为关键战略矿产、推动美国煤炭及相关技术出口等。
分析指出,这显示特朗普政府将本国煤炭储备视为维持AI领域竞争优势、保障国家安全的重要战略资源。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.