异动解读 | 美股核能概念股集体暴跌 Centrus Energy盘中一度重挫21.8%

异动解读
Nov 05, 2024

北京时间11月4日,美股核能概念股集体大跌,引发市场广泛关注。其中,Centrus Energy Corp.(LEU.US)是当日表现最差的核电公司股票,盘中一度重挫21.8%,大幅跌破100美元大关。

此前,美国联邦能源监管委员会通过2比1的表决结果,拒绝了Talen Energy公司从宾夕法尼亚州Susquehanna核电站向亚马逊数据中心增加供电量的提案。 这一决定引发了市场对核能源行业前景的担忧和投资者担心。

受此影响,除了Centrus Energy Corp.外,其他核能公司股票当日也纷纷下跌。其中,Sam Altman持股的OKLO一度大跌14.3%,NuScale Power公司股价下跌超过4%,道明尼资源股价也跌近2%。

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