美股异动 | Meta签署规模达数吉瓦核电协议 核电股盘前全线大涨

Core Insights - Nuclear stocks surged significantly, with Oklo Inc rising nearly 19%, Vistra Energy up over 16%, and NuScale Power increasing by nearly 13% following Meta's announcement of agreements with three nuclear suppliers [1] Group 1: Agreements and Impact - Meta has reached agreements with Oklo, Vistra, and TerraPower to purchase electricity from their nuclear power plants, which will help fund the expansion and extend the operational lifespan of these facilities [1] - The operational licenses for the mentioned nuclear plants are valid until at least 2036, with one reactor at Beaver Valley authorized to operate until 2047 [1] Group 2: Future Capacity and Positioning - Meta's Chief Global Affairs Officer, Joel Kaplan, stated that these agreements, along with a previous one with Constellation, will position Meta as one of the most significant corporate nuclear power purchasers in U.S. history [2] - By 2035, these agreements are expected to provide Meta with up to 6.6 gigawatts of nuclear power capacity [2]