谷歌与康斯特雷尔能源达成协议后,核能相关股票上涨

路透中文
Yesterday
BUZZ-<a href="https://laohu8.com/S/GOOG">谷歌</a>与<a href="https://laohu8.com/S/300445">康斯特</a>雷尔能源达成协议后,核能相关股票上涨

10月6日 - ** 周二,美国核能和公用事业板块股价上涨,因谷歌母公司Alphabet旗下 GOOGL.O 与康斯特雷尔能源达成的电力合作协议 CEG.O 产生溢出效应

** CEG股价>飙升13%,此前GOOGL与CEG达成一项为期多年的协议 (link),将从CEG购买3,590兆瓦电力;两家公司表示,其中约四分之一的电力将来自新建核电项目

** 该协议签署之际,各大科技公司正竞相确保大量电力供应,以满足全美各地数据中心的用电需求

** 开发小型核反应堆的企业股价飙升:NuScale Power SMR.N 上涨7%,Nano Nuclear Energy NNE.O 上涨8%,Oklo OKLO.N 上涨7.5%

** 铀生产商股价上涨:Centrus Energy LEU.N 上涨11%,enCore Energy EU.O 上涨8%,Uranium Energy UEC.A 上涨8%

** 核电公用事业股上涨:Vistra VST.N 上涨10%,GE Vernova GEV.N 上涨5%,Talen Energy TLN.O 上涨13%

** 为数据中心供电的公用事业公司NRG Energy NRG.N 上涨7%

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