消息面上,公司近期向美国核管理委员会提交了纽约州Ginna及Nine Mile Point 1号核反应堆的运营许可续期申请,将运行期限延长至2050年代。同时,公司零排放信用计划续签后预计到本世纪中叶为电力用户节省高达500亿美元。此外,公司此前与沃尔玛签署长期核电购电协议,涉及约176兆瓦批发电力供应,合同期自2029年起分两个15年期执行。核电资产价值重估叠加商业订单持续落地,推动市场对公司长期盈利能力的乐观预期。
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