核电的逻辑已经变了。_老虎社区_美港股上老虎

核电的逻辑已经变了。 $Constellation Energy Corp(CEG)$ 的重点在价格上限，和储存板块不一样。即使供应不够，也能通过不断加价来提升盈利能力。但能源供应已经跟不上AI发展，还不能加价，这绝对是利空

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