周三盘中，核能概念股普遍走强，其中NuScale Power(股票代码：SMR)表现尤为亮眼，股价大涨21.81%。同时，其他核能相关股票也呈现上涨趋势，Oklo Inc上涨超过11%，Centrus Energy涨幅超过10%，Uranium Energy上涨8%左右。
推动核能股票走强的主要原因是美国军方周二宣布的一项重大计划。该计划旨在于全美各地电力紧张、供电难以满足日益增长能源需求的陆军基地部署小型反应堆。这被视为美军迄今在现代核能领域最重大的推进之一，引发了投资者对核能公司，特别是小型反应堆技术公司的热烈关注。
这项名为"雅努斯"(Janus)的计划目标是到2028年为各基地配备微型反应堆。这些反应堆发电量不足20兆瓦，通常可满足一个小镇的用电需求。虽然其发电量仅为现代大型反应堆的零头，但微型反应堆体积小巧，可通过集装箱船或飞机运输转移，具有显著的灵活性优势。作为小型模块化反应堆技术的领先企业，NuScale Power有望从这一计划中受益，这也解释了为什么该公司的股价出现如此显著的上涨。
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