8连涨板块回撤 核聚变赛道融资火热

Group 1 - The core viewpoint of the article highlights the increasing interest and investment in the controlled nuclear fusion sector, with significant financing rounds indicating strong confidence in its commercialization prospects [1][2][5]. - The controlled nuclear fusion theme index experienced an 8-day consecutive rise, reflecting the sector's growing momentum, although it faced a single-day decline of 5.28% on January 13, 2026 [1][4]. - Star Ring Fusion's recent 1 billion yuan A-round financing sets a new record in the domestic sector, showcasing the recognition of its unique technology path based on high-temperature superconducting spherical tokamak [2][3]. Group 2 - The rapid rise of East Rising Fusion, which secured hundreds of millions in angel financing within six months, underscores the sector's heat and the backing from major investment firms [5]. - The implementation of the "Atomic Energy Law" on January 15, 2026, marks a significant legislative support for controlled nuclear fusion research, establishing a regulatory framework for the industry [7]. - The optimistic long-term outlook for the nuclear fusion industry is supported by various brokerage firms, with projections indicating a potential global market size of $496.55 billion by 2030 [8].