中核国际(02302)今日盘中股价大幅上涨11.64%，成为市场关注的焦点。
消息面上，科技巨头微软与英伟达宣布携手推进“AI for nuclear”计划，旨在利用人工智能工具加速核电站的建设与运营，以应对人工智能产业飞速发展带来的巨大能源需求。这一合作被市场解读为对核电行业的重大利好，预示着核电建设可能迎来新的发展机遇。
此外，有分析指出，辽宁、广西等地实施的差价合约模式为核电提供了电价保障机制，使得核电企业盈利稳定性增强。随着更多省份有望出台类似机制，以及核电机组陆续投产带来的成长性，核电企业的整体估值有望得到重塑，这进一步提振了投资者对核电板块的信心。
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