10月22日,核能概念股一度大幅回调,NuScale Power(SMR)盘中一度暴跌逾11%,其他核能公司股价也不同程度下挫。这一下跌引发了市场广泛关注。
核能长期以来被视为清洁、可再生能源的主力军,随着AI等技术的发展,全球能源需求激增,加剧了各国对发展下一代核能技术的追逐。但核能行业发展仍面临重大技术和财务风险,引发投资者担忧。
业内人士指出,美国过去几十年的核能项目几乎无一例外地面临着超支和延期困境,这加剧了投资者对于SMR等新技术能否有效解决核电昂贵的建设成本和项目周期的疑虑。此外,核能发电与各大科技公司可持续发展目标之间的矛盾日益突出。部分分析人士认为,在核能技术尚未完全成熟的情况下,天然气有望发挥过渡能源作用,亦可能影响了资金对核能的配置。
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