11月4日,美股核电概念股集体大跌,引发市场广泛关注。其中从事核电相关生产和服务的公司Nano Nuclear Energy Inc(NNE)盘中一度大跌9.4%。
导致核电概念股重挫的主要原因是,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。去年3月,亚马逊公司曾向Talen Energy公司支付6.5亿美元,购买了一个毗邻该州Susquehanna核电站的数据中心园区,并签署了从核电站长期购电协议。
核电行业一直希望与新兴行业建立直接供电关系,以期获得新的商业模式和收益增长点。但是监管机构此次否决了亚马逊与核电厂的供电协议,打击了行业的这一期许,引发市场对核电行业前景的疑虑,导致Nano Nuclear Energy等多家核电概念股应声下跌。
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