美国最大的核电生产商Constellation Energy(CEG)周一盘中股价大跌5.2%,引发市场关注。
可能的原因是,该公司宣布斥资270亿美元(包括债务)收购天然气发电商Calpine,这被视为美国电力行业史上规模最大的并购案之一。
尽管此次收购能有效推动Constellation Energy在美国的地理多元化发展,提升其在日益增长的电力需求市场占有率,但投资者也担心并购过程中可能面临来自人工智能泡沫等不确定性和风险因素。收购价格较同行商较高,溢价达8倍2026年预期EBITDA,也引发市场的担忧。
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