10月17日,特斯拉在盘中大涨逾10%,引发市场广泛关注。分析人士认为,这主要源于人工智能(AI)和大型语言模型对算力需求的增长,以及科技巨头们为满足旗下数据中心的能源需求而加大对核能的投资,从而推动了对浓缩铀供应商Centrus Energy Corp等公司的需求和股价上涨。
随着人工智能技术的高速发展,包括ChatGPT等大型语言模型应用的全面普及,对数据中心的算力需求快速增长。为满足这一需求,亚马逊、谷歌、微软等科技巨头纷纷加大对核电站建设或重启的投资,以期获得稳定且清洁的电力供应。
与此同时,全球浓缩铀供应或将面临短缺。一方面,美国已禁止从俄罗斯进口浓缩铀,俄罗斯在全球浓缩铀供应中占有重要地位;另一方面,哈萨克斯坦大幅提高了铀矿税收,进一步加剧了供应紧缺状况。作为全球主要的浓缩铀供应商之一,Centrus能从这一供需关系变化中获益,推动公司股价上涨。
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