周五盘中，小型模块化反应堆技术开发商NuScale Power（股票代码：SMR）股价大涨17.97%，引发市场广泛关注。这一显著涨幅主要受到有关美国总统特朗普即将签署促进核能产业发展行政命令的消息推动。
据多家媒体报道，特朗普最早将于周五签署旨在推动核能产业发展的行政命令。这一行政命令预计将简化新反应堆审批的监管程序，并加强核燃料供应链。此举被视为对美国核能行业的重大利好，尤其是对于像NuScale Power这样专注于开发新一代核技术的公司。
分析人士指出，此次行政命令的出台背景是美国面临人工智能快速发展带来的电力需求激增。预计未来几年，专门用于人工智能和加密货币挖矿的数据中心将大量接入电网，推动美国电力消耗达到近20年来的新高。在这一背景下，核能作为清洁、可靠的能源来源，其战略地位明显提升。NuScale Power作为小型模块化反应堆技术的领先开发商，有望从这一趋势中显著受益。
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