金吾财讯 | 据外媒报道，Oklo(OKLO)与 X-Energy(XE)将参与特朗普政府主导的新项目，加速面向 AI 数据中心的先进核反应堆落地。消息出炉后，两只股票分别于周三美股盘前上涨 3.49%、2.50%。报道称，这项总规模 2 亿美元的计划相关细节，预计最早于周三在美国能源部举办的人工智能能源峰会正式对外披露。该项目属于此前公布的行业倡议延伸，微软、英伟达等科技巨头同样参与其中，核心目标是缓解 AI 算力扩张推升的用电压力。报道披露，该方案重点解决两大行业痛点：大幅压缩先进核电厂的设计、审批与建造周期，同时降低电站运营所需人力。当前 AI 产业持续扩张，超大规模数据中心用电需求激增，市场担忧将持续推高全美电价，稳定零碳基荷电源成为算力企业刚需。美国能源部测算，至 2050 年美国需要新增约 300 吉瓦核电供给，但现阶段各类先进反应堆仍未实现规模化商业运营。小型模块化核电被视作适配数据中心场景的重要路径，可就近为算力集群提供不间断电力。市场分析认为，持续收紧的电力供给格局，叠加政策加速审批、资金扶持，将打开先进核能企业成长空间。不过行业仍面临监管流程、建设成本、商业化验证等多重挑战。
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