11月4日,美股核电概念股盘前集体重挫!Talen Energy跌超14%,Constellation Energy跌近10%,Nano Nuclear Energy跌超7%,Oklo、NuScale Power、Vistra Energy Corp跌超5%。
消息面:美国联邦能源管理委员会否决了一项允许亚马逊公司数据中心直接从宾夕法尼亚州核电厂获取电力的协议。今年3月,亚马逊网络服务公司向Talen Energy公司支付了6.5亿美元,购买了毗邻宾夕法尼亚州Susquehanna核电站的一个数据中心园区,并签署了向Talen公司购买核电站电力的长期协议。
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