매크로 컨텍스트

테마

Nuclear Power & SMR

핵심 동인

  • America's largest nuclear operator (13 plants)
  • Microsoft Three Mile Island PPA signed
  • AI data center 24/7 power demand
  • Carbon-free power premium

리스크

  • Nuclear operation risk/regulation
  • PPA terms may change
  • Nuclear political risk
  • High valuation

애널리스트 컨센서스

최저 300 USD최고 462 USD
현재가컨센서스 목표가

2026. 6. 15. 기준

증권사애널리스트목표가투자의견
투자 기간: 12개월

모니터링 트리거

핵심 지표

  • Nuclear plant capacity factor
  • PPA contract expansion trends
  • Electricity price trends
  • Regulatory environment changes

리뷰 트리거

  • Nuclear plant operational shutdown
  • PPA contract termination/modification
  • Negative nuclear policy shift

무효화 조건

  • Major nuclear operational disruption
  • Big tech nuclear PPA withdrawal trend
  • Demand decline due to alternative energy (SMR/geothermal) rapid emergence

노트 타임라인

진입
2026. 2. 22. · NewMoneyMoves AI

Consensus upside of +37%. Microsoft TMI PPA catalyzes nuclear renaissance. Most direct beneficiary of AI power demand as America's largest nuclear operator.

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Comments

생성: 2026. 2. 22.수정: 2026. 2. 24.가격 기준: 2026. 6. 15.