Investing.com -- 核能股票周一大幅上涨,此前能源部长克里斯·赖特(Chris Wright)在社交媒体平台X上表达了对核能的强烈支持,这表明特朗普政府可能会调整监管政策。
NuScale Power (NYSE:SMR)领涨,上涨10%,而Oklo (NYSE:OKLO)上涨8%,Nano Nuclear (NASDAQ:NNE)上涨5%。铀生产商也从中受益,Energy Fuels (NYSE:UUUU)和Cameco (NYSE:CCJ)均上涨2%。
赖特的评论强调了政府有意减少核能板块的监管障碍。"让我们谈谈核能:这种能量密集、始终可靠的能源,几十年来我们一直用监管红tape窒息它,"赖特在X上写道。"在特朗普政府领导下,你将真正看到核能复兴的启动。未来几年将会非常重要。"
这一声明表明可能会出现政策转变,这将有利于开发新核技术的公司以及从事铀生产的企业。近年来,由于行业面临监管障碍和来自其他能源的竞争挑战,核能股票一直波动不定。
投资者似乎在押注,更有利的监管环境可能会加速核电项目的开发和部署,特别是对NuScale和Oklo等小型模块化反应堆开发商而言。
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