周四盘前,核电股集体大涨,其中NANO Nuclear Energy Inc(NNE)涨幅高达5.28%,引发了市场的广泛关注。
公司层面上,NANO宣布收购Ultra Safe Nuclear Corp.的部分专利,旨在增强其正在开发的模块化微型反应堆(MMR)技术的知识产权保护。MMR是一种新型的安全小型核反应堆设计,具有廉价运营、灵活部署等优势,被视为公司重要的未来增长动力。此次专利收购一方面丰富了公司在该领域的专利布局,另一方面也加强了市场对公司MMR技术的信心。
行业层面上,整个核电板块本周表现活跃,多只核电股纷纷走高。除了NANO外,Constellation Energy涨近3%,Vistra Energy涨近3%,Oklo Inc.涨超1%。分析人士指出,随着近期美中两国在人工智能技术竞争加剧,市场风险情绪好转,资金重新追捧核电等传统能源板块。
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