异动解读|X-Energy盘中上涨9.94%,核能板块集体走强受AI电力需求催化

行情直击
Sep 08

9月8日,X-Energy盘中上涨9.94%,报19.49美元/股,成交额3927.87万美元。

消息面上,核能企业Holtec拟通过IPO筹资9亿美元、估值冲刺100亿美元,凸显AI数据中心对核电需求的持续升温,带动核能板块集体走强。X-Energy此前已密集释放利好:二季度营收5460万美元大幅超出市场预期的4160万美元,同比增长超150%;同时与Centrus Energy签署长期HALEU铀燃料供应协议,与橡树岭国家实验室延长TRISO燃料研发合作30个月,并与SGL Carbon扩大石墨供应链产能。此外,公司已入选特朗普政府AI核电建设加速计划,商业管线规模达11.5吉瓦。

X-Energy所在的重型电气设备行业中,NuScale Power涨12.16%,Bloom Energy涨8.51%,GE Vernova涨2.0%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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