智通财经APP获悉，核电概念股午前涨幅扩大，截至发稿，中核国际(02302)涨9.61%，报6.5港元；中广核电力(01816)涨5.08%，报3.72港元；中广核矿业(01164)涨4.57%，报3.89港元。
消息面上，微软与英伟达宣布携手推进"AI for nuclear"计划，旨在借助人工智能工具加速核电站的建设与运营，以应对AI产业飞速扩张带来的巨大能源需求。微软副董事长兼总裁Brad Smith周二在CERAWeek能源会议上公开宣布上述合作。他表示：两家公司已经真正创建了一套解决方案，有望在推动核电建设扩张方面发挥重要作用。
招商证券指出，辽宁、广西的差价合约模式为核电提供了保障机制，使得核电大部分电量能够按照核准价进行结算。为避免核电盈利性受市场波动影响过大，其他省份也有望出台类似的电价保障机制，从而保障核电安全稳定运营。核电企业盈利稳定性将进一步增强，叠加核电机组陆续投产带来的高成长性，核电企业估值有望重塑。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.