NuScale Power（股票代码：SMR）今日盘中大涨11.57%，引起了市场的广泛关注。
消息面上，美国监管机构40多年来首次批准非轻水反应堆，这一里程碑事件被视为加速先进核能商业化进程的强力政策信号，持续提振小型模块化反应堆（SMR）板块。与此同时，科技巨头在AI“军备竞赛”推动下大举押注SMR领域，Meta此前已与Oklo签署协议开发1.2吉瓦核能园区，并资助TerraPower两个总计690兆瓦的反应堆项目。此外，Framatome与NuScale的合作伙伴关系进一步印证市场对SMR燃料的强劲需求，多重利好叠加推动公司股价延续上行趋势。
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