异动解读|NuScale Power盘中上涨8.5%,核能+算力主题催化板块集体走强

行情直击
Jul 30

7月30日,NuScale Power盘中上涨8.5%,报8.31美元/股,成交额5662.25万美元。

消息面上,比尔·盖茨将于8月14日访韩,与SK集团及HD现代集团讨论小型模块化反应堆(SMR)业务合作,叠加此前美日韩三方在北约峰会签署SMR合作备忘录,"核能+算力"主题持续升温。谷歌、微软、Meta等科技巨头纷纷签订长期核电购电协议,SMR作为数据中心零碳稳定供电方案的商业前景被市场重新定价。

板块层面,重型电气设备行业整体强势,Bloom Energy Corp涨30.86%,INNIO Holding涨13.64%,Forgent Power Solutions涨13.26%,X-Energy涨11.17%,GE Vernova涨8.91%。

(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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