海外科技行业周报:联储独立性担忧扰动市场 加密法案签署风偏上升

华源证券
Jul 22

海外AI:本周美国能源部(DOE)宣布启动一项试点计划,加速先进核反应堆开发并强化本土核燃料供应链。此次计划将通过发布“申请请求(RFA)”,邀请具备资质的美资企业建设和运营核燃料生产线。政策旨在减少对海外浓缩铀及关键材料的依赖,推动核燃料产业链回归本土,培育私营部门投资“核能复兴”的产业环境。该举措为特朗普政府年内数项能源安全行政令的延续,明确提出改革核反应堆测试机制、部署新一代核能技术、构建...

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