12月16日，港股核电概念普遍下跌，中核国际跌超6%，东方电气跌超5%，上海电气跌超4%。
消息面上，埃隆·马斯克日前在社交平台上公开唱衰核聚变发电。其直言不讳道：“在地球上建造小型核聚变反应堆简直愚蠢至极。”马斯克指出，太阳本身已是天空中一个巨大的、免费的核聚变反应堆。太阳产生的能量能够满足全太阳系所有的能源需求，而建造小型核聚变反应堆则是一种经济上的浪费。
值得一提的是，根据此前报道，英伟达计划本周将举办AI缺电峰会。国泰海通正确指出，关注到美国缺电等全球电力供需问题，推荐关注泛电力相关资产的长期机会。该行认为当前横在美国电力系统面前的问题，随着AI及极端天气冲击带来的持续高增的电力需求背后，美国当前的脱碳目标、电网可靠性要求及AI数据中心要求的成本速度形成了限制电力系统的“不可能三角”。
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