科技巨头“抢核”引关注 中广核矿业大涨超20%

Group 1: Nuclear Power Stocks Performance - Nuclear power stocks in Hong Kong experienced a significant increase, with China General Nuclear Power Corporation (01164.HK) rising by 20.48%, China National Nuclear Corporation International (02302.HK) increasing by 12.74%, and China General Nuclear Power New Energy (01811.HK) up by 4.39% [1] Group 2: Meta's Long-term Power Purchase Agreement - Meta has signed a 20-year power purchase agreement with Constellation Energy to buy approximately 1.1 gigawatts of power from the Clinton Clean Energy Center starting June 2027, which is the total output of one nuclear reactor [2] - Constellation plans to invest in increasing the output of the Clinton nuclear plant and is considering building a second reactor, which has received federal approval [2] Group 3: Tech Companies' Interest in Nuclear Power - Major tech companies are increasingly engaging in transactions with the nuclear power industry, which may accelerate the construction of data centers needed for the global AI race [2] - In March, tech giants including Amazon and Google signed a commitment to triple the global nuclear power capacity by 2050 under the leadership of the World Nuclear Association [2] Group 4: Energy Demand in the AI Era - The demand for power from AI supercomputing centers is substantial, with individual centers requiring up to 500 megawatts, equivalent to the peak electricity usage of San Francisco [4] - Goldman Sachs noted that the demand for AI computing and data centers is driving global electricity consumption growth at a rate of 2.5%, significantly higher than the average over the past decade [4] - The global uranium market is heading towards a structural shortage, expected to accelerate by 2025, with a projected shortfall of 130 million pounds by 2040 [4]