想象力与执行力:OKLO的“故事速度”与NuScale的“工程长跑”——小型核电之争的投资逻辑比较

华尔街俱乐部
Oct 14, 2025

引言:AI市场指数级增长与核能新机遇近年来,人工智能(AI)市场的指数级增长(Exponential Growth of the AI Market)已成为全球资金流动的重要驱动力,并为传统能源行业带来了前所未有的机遇。美银(BofA)报告指出,为AI产业提供基础支撑的“AI推动者”(AI Enablers),包括发电商、基础设施和核能公司(Nuclear Companies),在过去两年中表现...

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