异动解读 | 美国监管机构紧缩核电政策 NuScale Power盘前大跌6.37%

异动解读
04 Nov 2024

11月4日,美国小型核反应堆技术公司NuScale Power盘前股价重挫6.37%,引发市场关注。分析人士认为,这与美国联邦能源管理委员会近日紧缩部分核电政策有关。

据报道,美国联邦能源管理委员会否决了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。此前,亚马逊曾斥资6.5亿美元购买该电厂周边的一处数据中心园区,并同时签署了向电厂购电的长期合约。但由于监管层反对,该协议现已作废。

专家指出,联邦能源管理委员会的决定反映出美国监管机构目前对一些创新性核电商业模式持谨慎态度,这可能会对当前核电行业的投资氛围带来一定影响。由于NuScale Power作为一家新兴核电技术公司,其未来发展前景在一定程度上受制于监管政策,因此其股价在监管政策收紧的消息面前应声下跌。

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