NextEra Energy, Inc. (NYSE: NEE) and Google have announced a landmark agreement to restart the Duane Arnold Energy Center in Iowa—the state’s only nuclear facility—to help meet soaring U.S. electricity demand driven by artificial intelligence (AI) and data center growth. The 615-MW plant, located near Cedar Rapids, is scheduled to return to full operation by the first quarter of 2029, pending regulatory approval. Under the 25-year agreement, Google will purchase a significant portion of the plant’s output ...

投资评级与估值 - Canaccord Genuity首次覆盖Oklo公司 给予买入评级 目标价为175美元 [1] - 估值基于延伸至2050年的贴现现金流模型 假设项目主要通过债务融资并获投资税收抵免支持 [1] - 该融资结构可提升长期资本回报率 同时限制股权稀释 [1] 估值模型假设 - 加权平均资本成本设定为略高于7% 长期增长率约为6% [2] - 分析师承认人工智能相关市场可能存在估值过高担忧 但强调公司在快速扩张的核能领域具有战略地位 [2] 行业前景与公司定位 - 全球对清洁基荷电力的需求日益增长 未来几十年核能发电在能源结构中的占比将提升 [3] - Oklo公司正成为一家垂直整合的分布式核能公司 有能力重塑行业格局 [3]