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11月4日 - ** 能源监管机构拒绝了亚马逊公司(Amazon.com )与塔伦能源公司(Talen Energy )达成的使用更多核能以满足数据中心激增的电力需求的协议,核电公司股价周一下滑
** 周五晚些时候,联邦能源管理委员会((FERC))称,增加互联网零售巨头位于Talen公司Susquehanna核发电设施所在地的数据中心容量的协议可能会提高公众的电费,并影响电网的可靠性。 ** 星座能源 计划重启宾夕法尼亚州的三里岛发电厂,并向微软 出售电力,尽管该公司第三季度利润超预期并上调了业绩预期,但其股价仍跳水11%。 (link)
** 其他核电公司股价盘中下跌:Vistra 3%,NuScale Power >2%,Public Service Enterprise >6%,Nano Nuclear Energy 11 ** Centrus Energy 在宣布 (link) 3.5 亿美元可转换债务交易后暴跌 >25 ** Sam Altman支持的Oklo 股价周一下跌6%,连续第四天下跌,此前该 (link),最近飙升至历史新高。
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