智通财经网·2025-10-13 15:13Core Viewpoint - The surge in U.S. nuclear stocks is driven by a report from Goldman Sachs highlighting the critical role of electricity in unleashing the potential of artificial intelligence, with significant projected increases in power demand from data centers by 2027 and 2030 [1] Group 1: Stock Performance - Energy Fuels (UUUU.US) rose over 18% [1] - Centrus Energy (LEU.US) increased by more than 13% [1] - Oklo (OKLO.US) gained over 11% [1] - NuScale Power (SMR.US) saw a rise of more than 9% [1] Group 2: Power Demand Projections - Goldman Sachs forecasts a 50% increase in global data center electricity demand by 2027, with 60% of this growth requiring new capacity [1] - By 2030, the electricity demand from data centers is expected to grow by 160% [1] Group 3: Energy Solutions - To overcome the electricity bottleneck, a comprehensive development of renewable energy sources such as solar and wind is necessary, alongside a proactive embrace of nuclear power [1]