美股盘前核电股大涨！AI推动需求飙升，Meta与Constellation签下20年核电大单

Group 1 - Meta has signed a 20-year nuclear power purchase agreement to acquire the entire output of the Clinton nuclear plant, amounting to approximately 1.1 gigawatts, sufficient to power around 1 million homes starting in mid-2027 [1] - The demand for electricity is surging due to the growth of artificial intelligence, making nuclear energy particularly attractive as it provides continuous power without emitting pollutants that contribute to global warming [1][3] - Constellation is considering building a second reactor at the Clinton site, which has received federal approval, and is in discussions with Meta and other companies about developing next-generation assets [1][3] Group 2 - This marks Meta's first formal entry into the nuclear energy sector, with the company’s global energy head stating it is their largest electricity deal to date [3] - Other tech giants are also actively entering the nuclear market, with Constellation restarting the Three Mile Island plant and signing a 20-year power agreement with Microsoft, while Google and Amazon are investing in new nuclear projects [3] - In March, major tech companies, including Amazon, Google, and Meta, signed a commitment to double global nuclear energy capacity by 2050, highlighting concerns over energy bottlenecks in the AI computing race [3] Group 3 - On May 23, President Trump signed four executive orders aimed at accelerating nuclear power construction in the U.S., with a notable goal of achieving 400 gigawatts of nuclear capacity by 2050, quadrupling the current operational capacity of 100 gigawatts [4] - Wall Street analysts are optimistic about uranium prices, as this trend strengthens the long-term demand outlook for uranium [4] - The new policies are expected to reignite investor interest in uranium, particularly through uranium ETFs, which have seen a lack of demand since late 2023 [4] Group 4 - Constellation is considering applying for a new license from the Nuclear Regulatory Commission to potentially build small modular reactors at the Clinton site, with expectations of reaching agreements similar to the Meta contract within the next 6 to 12 months [5]