Rich Habits 对 $CEG 的判断变化

频道资料 →本频道有 4 位标注的说话人:Andy Jassy、Deutsche Bank analyst、Wall Street、Wall Street favorites.com / 'We both'共 1 条
2026-10-09看涨
《Starbucks Rumors, Google Bets On Nuclear Energy, & Ray Dalio》
说话者做多 CEG,认为近期的核电交易有利于其长期走强,尽管短期存在波动。

周二,Google 和 Constellation Energy 宣布达成一项为期20年、890兆瓦的购电协议,用于升级伊利诺伊州、宾夕法尼亚州和新泽西州的11座现有反应堆——这是核电站运营商与科技公司之间达成的史上最大规模升级协议,我对此非常兴奋。

On Tuesday, Google and Constellation Energy announced a 20-year, 890-megawatt power purchase agreement to upgrade 11 existing reactors in Illinois, Pennsylvania, and New Jersey—the largest upgrade deal ever made between a nuclear operator and a technology company, and I'm very excited about it.