一图看懂 | 核电股站上风口,全面总结细分赛道的代表性公司

老虎资讯综合
27 May

近期美股核电股连续暴涨,模块化核反应堆开发商 Oklo 5月涨幅已超105%,Nuscale Power月涨幅超82%。AI建设产生巨大的电力需求,核电成为首选。美国总统特朗普上周五签署行政令,要求能源部促进10座大型反应堆在2030年前开工建设,并为现有反应堆的电力升级提供融资支持。

上述利好为核电行业提供了强劲的提振。核电板块有很多细分赛道,其中的代表性公司有机会借助风口走出一轮大行情。

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