Constellation Energy Corp. (CEG)今日盘中大涨5.08%,引发市场广泛关注。
根据最新消息,Constellation Energy正呼吁美国最大电网运营商PJM Interconnection制定电价规则,明确互联电力供应商向位于发电厂旁的数据中心供电时应遵循的指导。Constellation认为,当前部分地方电力公司利用缺乏此类规则来阻挠发电商向数据中心供电。
随着大型科技公司为其人工智能业务快速获取大量电力,数据中心与发电厂直接相连已成为其主要需求。Constellation希望通过推动修订电网收费规则,为其向数据中心供电业务扫清障碍。市场认为,一旦新指引落地,将为Constellation Energy带来新的业务机遇,从而推高其股价。
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