《Brian Shannon on TraderTV 10/6/26》
CEG近期的下跌属于过度反应，预计将继续消退；目前并非高优先级的买入标的。
是的，我们刚才在谈与 CEG、Constellation 的能源之战。因为我刚提到它，它上涨了 11%，而且我已经知道我们会来找你，所以我简单提了一下锚定 VWAP。但 Constellation 在这里有不错的支撑，在 240 到 250 区域。
我们回到了 Constellation 5 月的高点。再一次，非常受新闻驱动，我相信他们今天完成了与 Amazon 的交易，为所有那些数据中心签下了一份 20 年的电力许可。
Yes, we were just talking about the energy battle with CEG, Constellation. Because I just mentioned it, it is up 11%, and I already knew we would be coming to you, so I briefly mentioned an anchored VWAP.
But we have had good support here at Constellation, in the 240 to 250 area. We are back to the highlights of May here at Constellation. And once again, very news-based, I believe they closed the deal with Amazon today for a 20-year power license for all those data centers.