$Talen Ene_老虎社区_美港股上老虎

$Talen Energy Corporation(TLN)$ 拥有核电站。已与亚马逊ws签署300兆瓦数据中心直供协议。但核能供电尚在摸索期。两年内没有订单支持。

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撸主牛年好运
03-22
撸主牛年好运
因为美国政府一直在推动电价管制，市场担心最终会出台电价限制政策，打击电力公司利润。并且地缘冲突引发能源上涨，可能导致电力成本上涨。同时高息预期导致贴现率上升，电力公司为高负债行业。以上因素叠加导致会估值下跌

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