产业政策及动态美国:Oklo Inc、Nuscale Power 和NANO Nuclear Energy 等核电股持续走强。美股核能股持续走强的核心驱动因素:一是AI 与数据中心能源需求爆发。大型科技公司(如谷歌、亚马逊)为满足AI 算力需求,大幅增加资本开支,推动数据中心电力需求激增。核能因稳定性与低碳属性被视为关键解决方案,尤其小型模块化反应堆(SMR)技术更受青睐。Oklo 开发的快速裂变...
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