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总结
据TipRanks等媒体汇总，Meta宣布在美国推进核能相关项目并与多家企业达成供电协议，计划释放最高约6.6GW的稳定电力，为其AI算力与数据中心扩张提供“基荷”支持。公司高管称此举旨在缓解算力用能约束、强化美国在AI创新竞争中的领先地位，并被市场视为科技巨头加码能源基础设施的新信号。报道同时关注该“七巨头”股票的机构持仓结构与投资者变化。
正文
Meta Makes a Big Energy Bet. Who Owns This 'Magnificent 7' Stock? TipRanks Meta Announces Nuclear Energy Projects, Unlocking Up to 6.6 GW to Power American Leadership in AI Innovation Meta Store Meta's massive nuclear power deals will help US 'win' AI race against China, executive says Fox Business Meta Is Turning to NUKZ Holdings for Baseload Power ETF Trends Meta strikes nuclear power agreements with three companies Reuters
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