异动解读 | 人工智能发展带动数据中心用电需求激增,小型模块化反应堆前景广阔,NuScale Power盘中大涨8.68%

异动解读
15 Jan

NuScale Power(SMR)今日盘中大涨8.68%,引起了市场关注。

随着人工智能技术的快速发展和应用日益广泛,全球数据中心市场正迎来新一轮增长周期。大量投入使用的AI模型和算力对稳定可靠的电力供应提出了更高要求,使得数据中心用电需求大幅增长。

在这一背景下,小型模块化反应堆(SMR)备受瞩目。SMR在满足数据中心用电方面具有选址灵活、建设周期短、投资规模较小等优势。预计到2027年,中国数据中心对应的SMR市场空间将达到591亿元,较2024年的280亿元规模大幅增长。

作为SMR领域的领先公司,NuScale Power可望充分受益于这一行业发展趋势。因此,今日NuScale Power的股票表现出大涨态势,投资者对其未来盈利预期提高。

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