今天盘前,小型核反应堆供应商NuScale Power公司股价大涨5.19%,引发了市场广泛关注。这主要得益于人工智能热潮导致了对清洁能源的巨大需求,推动了核能行业重新走向繁荣。
随着人工智能算力的不断提高,科技巨头对数据中心和算力资源的需求也在激增。这使得谷歌、微软和亚马逊等公司纷纷签署核电协议,计划通过核能提供可靠的全天候清洁电力。核能被普遍看作是应对人工智能"吞电巨兽"的有力选择,具有良好的发展前景。
作为小型模块化反应堆领域的先行者,NuScale Power无疑将从这股核能热潮中获益。不过分析人士也指出,美国基础设施和人力资源都制约了核能行业的快速发展。但从长远来看,人工智能带来的清洁能源需求增长必将推动核能产业链上下游企业的发展。
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