多只翻倍股大跌！美股“AI+核电”炒作突然熄火，发生了什么？

格隆汇11-05

美东时间周一，多家与“核电+AI”概念密切相关的明星股出现不同程度的下跌。截至周一收盘，美国“核动力AI数据中心”概念股Constellation能源跌12.46%、Talen能源跌2.23%。原因是，联邦能源管理委员会（FERC）在上周五的投票中，以2-1的投票，否决了Talen能源公司通过旗下核电站，增加向亚马逊数据中心供电的提案。为亚马逊数据中心增加供电提案遭监管否决为了发展数据中心，满足...

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The hype of \"AI + nuclear power\" in the US stock market suddenly stalled, what happened?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TLN":0.9,"AMZN":0.9,"CEG":0.9,"CSTA.U":0.65,"OKLO":0.6},"content_text":"美东时间周一，多家与“核电+AI”概念密切相关的明星股出现不同程度的下跌。截至周一收盘，美国“核动力AI数据中心”概念股Constellation能源跌12.46%、Talen能源跌2.23%。原因是，联邦能源管理委员会（FERC）在上周五的投票中，以2-1的投票，否决了Talen能源公司通过旗下核电站，增加向亚马逊数据中心供电的提案。为亚马逊数据中心增加供电提案遭监管否决为了发展数据中心，满足日益增长的人工智能与云计算需求，美国科技巨头们纷纷盯上了清洁能源核能来发电。亚马逊今年3月向Talen支付6.5亿美元，购买了该公司美国宾州Susquehanna核电站附近的一座960兆瓦的数据中心园区，并签订了从该电站购买电力的长期协议。而为了给亚马逊增加供电量，美国最大的电网运营商之一、运营美国东部电网的PJM Interconnection今年6月向FERC提交申请，要求批准将Susquehanna电站园区的供电量从300兆瓦增加到480兆瓦。但另外两家供电公司美国电力、艾索伦电力对此公开反对，认为此举可能威胁电网可靠性，并推高消费者费用。联邦能源管理委员会（FERC）在上周五的投票中，以2-1的投票，否决了Talen能源公司通过旗下核电站，增加向亚马逊数据中心供电的提案。FERC认为PJM的计划未能充分说明理由：这项提案没有充分说明为何联邦规则应允许这种特殊合同，这项交易将设立一个先例，相关问题应当得到更仔细的审查。在未获得批准的情况下，亚马逊的数据中心仍能继续使用300MW的既定供电容量。值得一提的是，那一张反对票是FERC主席威利·菲利普斯投出的，他认为电网运营商已解决可靠性问题，并称该裁决对电力可靠性和国家安全来说是“一步倒退”。热炒AI核电股集体受挫今年以来，不少科技公司与核电厂签下数据中心供电合约让市场对AI驱动的电力消费有非常乐观的预期，这也使得美股市场上的核能上市公司股价飙升至创纪录高位。其中，Talen能源股价年内一度翻了3倍，与“核电数据中心”关系密切的Constellation能源公司和Vistra股价也在年内实现了翻倍。不过，上周五PJM为亚马逊数据中心增加供电提案遭监管否决的消息导致美国核电股周一大幅下跌。其中，Constellation能源公司周一最高跌幅达到13%，创下了该公司有史以来最大的单日跌幅。该公司在周一盘前报告了好于预期的三季报，并提高了全年利润指引。Talen股价一度下跌8.6%，为三周以来的最大跌幅，随后跌幅有所收窄，截至收盘，跌2.23%。Vistra公司股价一度下跌了6.7%，截至收盘，跌3.15%。Sam Altman持股的OKLO收跌2.86%，该股盘中一度跌约14.3%；Centrus Energy收跌约28.8%。值得注意的是，Talen能源在上周日发表声明称，公司认为“FERC犯了错误”，公司正在评估选择，重点关注商业解决方案。该公司强调，这种将核电站与数据中心建设在一起的方案符合消费者最佳利益，它能够快速提供服务，并且无需进行昂贵的电网升级来满足大型负荷需求。FERC主席Phillips表示，人工智能及相关技术代表了国家安全和经济增长的代际机遇。数据中心正在推动美国电力使用量可能前所未有的增长，担忧是此类交易可能会将成本转嫁给其他消费者。虽然PJM提出该申请是为了促成亚马逊与Talen的交易，但该电网运营商警告称，到2030年可能面临发电供应短缺的风险。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2481921055"}