$CEG · Schwab Network · 2026-11-09
Constellation 以极大优势胜出；说话者认同 CEO Joe Dominguez 所说的公司已完成转型，并称其进展惊人。说话者表示，美国核能复兴能否持续，取决于特朗普政府下是否给予适当的联邦支持、核能 PTC 以及 DOE 的清洁基荷保障，并认为这些是非常持久的信号。
逐段跳播
Constellation 以非常大的优势胜出。你认为我们在 Constellation 业绩中看到的改善，有多少是强劲电力市场的反映，又有多少是来自其收购 Calpine 以及投资组合调整的贡献？
Constellation won by a very large margin. How much of the improvement we saw in Constellation's performance do you see as a reflection of the strong power market, and how much do you see as a contribution to their Calpine acquisition and portfolio changes?
在我看来，Constellation 首席执行官 Joe Dominguez 今早财报电话会议上的最后一个回答是最重要的。那就是：美国核能复兴能否持续，取决于适当的联邦支持、核电生产税收抵免（PTC），以及特朗普政府下美国能源部（DOE）对清洁基荷电力的保障。
这些都是非常持久的信号。所以对我来说，从我在那家公司工作时到现在，公司的进步真的令人惊叹。Joe Dominguez 今早把这一切描述为公司的转型，我完全认同这种看法。
In my opinion, the last answer from Constellation CEO Joe Dominguez on the earnings call this morning is the most important. That is: The sustainability of the nuclear renaissance in the United States depends on proper federal support, nuclear PTCs, and clean baseload electricity guarantees from the US DOE under the Trump administration.
These are very long-lasting signals. So to me, the company's progress from when I worked there to now is truly amazing. Joe Dominguez described this as a transformation for the company this morning, and I completely agree with that sentiment.
这个频道对 $CEG 的历次判断
Schwab Network 在这只股票上共 3 条判断，这里只列相邻的几条。