新一轮"核电复兴"浪潮来临!受科技巨头亚马逊和谷歌率先下单小型模块化反应堆(SMR)的利好推动,多家核电公司股价近期走高,其中SMR开发商NuScale Power(SMR)本周股价更是大涨37%,创下了历史新高。
亚马逊和谷歌最新达成协议,将在美国部署多达12个SMR,为其耗能巨大的AI数据中心提供低碳电力。这被市场解读为两大科技巨头看好了SMR作为满足未来人工智能发展对能源需求的可靠选择,从而推动了相关核电股的抢眼表现。
与此同时,市场对SMR的疑虑依然存在。业内人士指出,任何实验性核能技术想要实现安全可靠的商业运营都注定是一个漫长而艰巨的过程。SMR能否按时按预算完成项目,以及是否具备成本效益,都仍存在不确定性。尽管近期SMR投资势头看似火热,但其实际表现能否最终获得市场认可,还需进一步观察。
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