11月4日,美国核电运营商Constellation Energy Corp(CEG)盘前股价大跌13.21%,引发市场广泛关注。这一重挫与一项重大监管决定密切相关。
数据显示,今年3月,科技巨头亚马逊(AMZN)与宾夕法尼亚州Talen Energy公司达成协议,计划在后者位于该州的Susquehanna核电站附近建设数据中心,并直接从该核电站采购电力。然而,上周五美国联邦能源管理委员会(FERC)否决了这一协议的修订版本,切断了亚马逊获取核电站廉价电力的途径。
作为美国最大的核电运营商,Constellation Energy 受此事件影响重大。分析人士认为,一旦亚马逊的采购计划彻底胎死腹中,Constellation Energy将失去一名潜在的重要长期客户。同时,监管部门的这一否决决定也加大了政策环境的不确定性,将对行业的长远发展带来负面影响。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.