Constellation Energy Corp盘中大涨5.01%,引发投资者广泛关注。导致该公司股价上涨的主要原因是科技巨头们加紧布局核电产业,预计未来核电需求将大幅增长,从而为包括 Constellation Energy Corp 在内的核电公司营造了利好的长期发展环境。
近期,亚马逊、谷歌、微软等科技公司纷纷与核电公司达成合作协议,计划投资小型模块化反应堆(SMR)技术,为其能源密集型的数据中心寻求新的清洁能源解决方案。数据中心的电力需求正在急剧增长,预计到2030年美国数据中心的新发电需求将达到47千兆瓦。核电不会产生温室气体排放,有望成为替代化石燃料的绿色电力来源。
在此大背景下,行业巨头 Constellation Energy Corp 也受到利好影响。该公司是美国最大的核电运营商,拥有12座在役核电站。近期与微软达成协议,将复活位于宾夕法尼亚州的三里岛核电站,为微软的数据中心提供电力。随着更多科技公司与核电企业展开合作,未来Constellation Energy Corp的核电服务有望迎来新一轮需求增长。因此,投资者对该股的前景更加乐观,推动股价显著上涨。
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