美国大型电力公司Constellation Energy Corp (CEG) 今日盘中股价大幅上涨5.02%，表现强劲。
消息面上，该公司公布的第四季度调整后利润超出华尔街预期，主要得益于数据中心电力需求的强劲增长。根据LSEG的数据，公司调整后每股利润为2.30美元，高于分析师平均预期的2.23美元。
公司首席执行官乔·多明格斯表示，其战略核心在于拥有全国最大的核电舰队，以满足由电气化和数据经济推动的加速增长的需求。此外，公司近期与Meta、微软以及CyrusOne等科技公司签订了长期供电协议，进一步巩固了其市场地位并增强了投资者对未来增长潜力的信心。分析师指出，公司已做好准备，在2026年供应快速增长的数据中心需求。
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