异动解读|Constellation Energy盘中上涨3.08%,全年业绩指引上调及电话会议利好持续发酵

行情直击
Aug 07

8月7日,Constellation Energy盘中上涨3.08%,报269.14美元/股,成交额1.34亿美元。

消息面上,公司前一交易日发布财报并上调全年调整后运营EPS指引至11.50至12.50美元,指引中值12.0美元高于市场一致预期的11.70美元。此外,公司在电话会议中披露多项积极信息:绝大多数发电产能已通过远期合约锁定至2050年及以后,PJM共址规则明确窗口有望提前至2027年上半年(远早于此前设定的2029年目标),且核能购电协议推迟启动预计不影响2029年盈利。公司同时宣布CEO Dominguez兼任董事会主席,管理层架构进一步集中。市场对公司长期收入确定性及清洁能源增长前景的信心持续提振股价。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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