매크로 컨텍스트
Nuclear Renaissance & Big Tech PPAs
핵심 동인
- Microsoft TMI nuclear PPA signed
- Big tech 24/7 carbon-free power demand
- America's largest nuclear operator (21.5GW)
- Rising electricity price tailwind
리스크
- Nuclear licensing/regulatory risk
- Electricity price decline possibility
- Raw material (uranium) cost increases
- TMI restart delay risk
애널리스트 컨센서스
최저 300 USD최고 462 USD
현재가컨센서스 목표가
2026. 6. 15. 기준
| 증권사 | 애널리스트 | 목표가 | 투자의견 |
|---|
투자 기간: 12개월
모니터링 트리거
핵심 지표
- Additional big tech PPA signings
- Electricity price trends
- TMI restart progress
리뷰 트리거
- Electricity prices decline 20%+
- TMI restart delayed by 1+ year
무효화 조건
- Big tech nuclear PPA withdrawal
- Significantly tightened nuclear regulations
Related ETFs
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Comments
생성: 2026. 2. 25.수정: 2026. 2. 25.가격 기준: 2026. 6. 15.