小型模块化反应堆(SMR)技术公司NuScale Power（股票代码：SMR）今日盘中大涨8.14%，引发投资者广泛关注。
消息面上，美国公共电力供应商田纳西河谷管理局(TVA)与NuScale Power的战略合作伙伴ENTRA1 Energy签署了一项重大协议。根据协议，双方计划在TVA服务区域内多地开发总容量达6吉瓦的小型模块化反应堆项目，这是美国迄今规模最大的SMR部署计划。
该项目将采用NuScale开发的SMR技术，预计可为450万户家庭或60个新建数据中心提供电力。这一合作标志着美国在推进小型模块化反应堆商业化应用方面取得重要进展，也凸显了NuScale Power在SMR技术领域的领先地位。分析人士普遍认为，这一重大项目的落地是推动NuScale Power股价大幅上涨的主要原因。此外，Canaccord Genuity将NuScale Power的目标价从44美元上调至60美元，也为股价提供了支撑。
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