AI发展的关键瓶颈是电力供应?核电获高盛重视,产业链机遇几何

腾讯自选股
Oct 13, 2025

近日,核电板块反复活跃,合锻智能10天6板,安泰科技3连板,中洲特材、中核科技、中国核建跟涨。消息面上,上海正推动中国聚变能源有限公司在沪成立。此外,位于福建漳州的全球最大“华龙一号”核电基地再传新进展,中核集团漳州核电2号机组启动首次核燃料装载工作,这一环节是核电工程建设中有核试验和无核试验的分界点,也是核电机组并网发电前最重要的环节之一。高盛发布报告指出,AI发展的关键瓶颈并非资本,而是...

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