11月4日盘前,美股核电巨头Constellation Energy Corp(CEG)股价大跌9.72%,引发市场广泛关注。这一重挫与美国联邦能源管理委员会否决了一项关键电力交易密切相关。
据悉,今年3月亚马逊(AMZN)向宾夕法尼亚州Talen Energy公司支付6.5亿美元,购入了一个毗邻Susquehanna核电站的数据中心园区,并签署了长期从该核电站购电的协议。然而,上周五美国联邦能源管理委员会否决了这项协议,导致亚马逊将失去直接从核电站廉价采购电力的计划。
由于Constellation Energy是美国最大的核电运营商,监管部门的这一决定不利于核电行业的长期发展。分析人士认为,一方面这将令核电企业失去一个潜在的重要客户,另一方面也加大了监管政策的不确定性。因此,市场对Constellation Energy的未来发展前景感到担忧,从而引发了盘前的大幅抛售潮。
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