周二（10月28日）盘中，小型模块化反应堆（SMR）技术公司NuScale Power（股票代码：SMR）股价大幅上涨10.27%，引发市场广泛关注。
消息面上，美国和日本刚刚签署了一项重要的投资协议。根据协议，日本将向美国投资5500亿美元，其中能源领域是重点投资方向。特别值得注意的是，西屋电气公司计划与日本企业合作建设AP1000核电机组及小型模块化反应堆，总投资额预计高达1000亿美元。另外，通用电气GE Vernova和日立也将合作推进一个规模同样达1000亿美元的小型反应堆项目。
作为小型模块化反应堆技术的领先企业，NuScale Power有望从这一大规模投资计划中受益。虽然公告中并未直接提及NuScale Power，但如此巨大的投资无疑将推动整个SMR行业的发展。市场普遍认为，这一协议将为NuScale Power带来更多的商业机会和技术合作可能，从而提升公司的长期发展前景。投资者对此反应积极，推动公司股价在盘中显著上涨。
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