异动解读 | 核电政策利好,NuScale Power盘中大涨6.61%

异动解读
27 May

周二(5月27日)盘中,核电概念股NuScale Power(股票代码:SMR)股价大涨6.61%,引发市场关注。该股的强劲表现与近期核电行业的利好消息密切相关。

消息面上,美国总统特朗普上周五签署了一项重要的行政令,旨在推动核电行业的发展。该行政令要求能源部在2030年前促进10座大型反应堆的开工建设,并为现有反应堆的电力升级提供融资支持。这一政策举措被视为"美国核电复兴"的开端,为整个核电行业注入了强劲动力。

作为模块化小型反应堆(SMR)技术的领先开发商,NuScale Power有望从这一政策中受益。近期,人工智能(AI)发展带来的巨大电力需求使核电成为首选能源之一,进一步推动了核电股的上涨。值得注意的是,核电板块整体表现强劲,多家相关公司股价在近期均出现大幅上涨。市场分析人士认为,随着政策支持和市场需求的双重推动,核电行业有望迎来新一轮发展机遇,而NuScale Power等核电技术创新企业可能会在这一浪潮中脱颖而出。

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