异动解读|Constellation Energy盘中上涨9.35%,谷歌签署20年核电采购协议新增890兆瓦装机

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10月6日,Constellation Energy盘中上涨9.35%,报292.58美元/股,成交额2.79亿美元。

消息面上,谷歌与Constellation签署里程碑式20年电力购买协议,将为PJM电网新增890兆瓦核电装机容量;同时双方将部署谷歌云与Gemini企业版打造能源人工智能蓝图。此前彭博报道谷歌接近达成价值至少10亿美元的多年期核电交易,正式协议的落地强化市场对核电作为零碳基荷电源稀缺价值的定价。

Constellation是美国最大的无碳能源生产商,运营核能、水电、风能和太阳能设施,发电能力可满足1600万户家庭需求,生产全美约10%的无碳电力。

(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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