核能产业在经过长达十几年的低迷期后,凭借AI数据中心对电力的巨大需求,似乎正逐步走上复兴之路。而此前汇丰曾经表示,开发小型模块化核反应堆(SMR)受到市场更多关注,全球范围内对SMR的投资正在增加。就在上周,亚马逊和谷歌达成具有里程碑意义的电力供应协议,推动在美国部署首批SMR。受此影响多家美股核能股大幅飙升,创下历史新高。其中SMR开发商 Oklo Inc. 和NuScale Power的股价在...
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