异动解读 | 券商称SMR有望成为 AI 数据中心最佳能源 NuScale Power 股价大涨5%

异动解读
Jan 14, 2025

NuScale Power公司今日股价盘中大涨5%,引发市场高度关注。该公司是小型模块化反应堆(SMR)的先行者。

分析认为,相比其他新能源如固体氧化物燃料电池和氢燃料电池,SMR供电稳定性更强、零碳排放、易于储存和运输。并且,SMR可实现365*24小时不间断供电,而大型核电站在维护期间需要完全停机,影响供电连续性。SMR还具有安全系数高、建造周期短、运营难度低等优势。

据报道,SMR有望在 2030 年后大规模商用,届时将成为人工智能数据中心的最佳能源解决方案。作为 SMR 领军企业,NuScale Power的长期前景备受看好,推动了今日股价上涨。

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