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Tuesday June 24, 2025 - NY signs up CEG for a new nuclear power plant.
2025/6/24
Best Stocks Now with Bill Gunderson
B
Bill Gundersen
Bill Gundersen: 纽约州计划建设新一代核电站，这反映了核能在能源结构中的重要性回归。州长Kathy Hochul宣布了这一计划，表明核能已经从不受欢迎的状态转变为备受重视的能源选择。该项目将是过去15年来美国首个主要的新核电站项目，旨在满足不断增长的电力需求，尤其是在人工智能技术快速发展的背景下。Constellation Energy和GE Vernova等公司将参与其中，预示着核能领域的新投资和技术发展。我认为，核电站的建设不仅能提供可靠的电力来源，还能减少对化石燃料的依赖，有助于实现更可持续的能源未来。
Deep Dive
The market reacted positively to the news of a tentative ceasefire in the Middle East, while oil and gold prices fell. The Dow, S&P, and Nasdaq saw significant gains, indicating a positive market sentiment despite the ceasefire being short-lived. Oil prices dropped considerably, suggesting investors' doubts about the peace deal's longevity.
- Tentative ceasefire in the Middle East
- Positive market reaction, Dow up 253 points
- Oil prices down to 65.51
- Ceasefire broken, but market remains positive
Shownotes Transcript
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