可控核聚变再迎融资热潮，国资、产业资本等加速布局

Core Viewpoint - The development of artificial intelligence (AI) is increasingly dependent on computing power, which in turn relies on energy supply, leading to a renewed focus on controllable nuclear fusion as a potential ultimate solution to humanity's energy problems [1] Group 1: Industry Trends - The strategic technology sector of controllable nuclear fusion is receiving significant support from both policy and capital, indicating a growing interest and investment in this area [1] - Since 2026, various controllable nuclear fusion projects, such as Xinghuan Fusion, Zhongke Qingneng, Dongsheng Fusion, and Shuyuan Juchuang, have reported financing progress, highlighting the increasing momentum in this field [1] Group 2: Investment Landscape - Investment institutions that previously took a solitary approach to controllable nuclear fusion are now joined by state-owned enterprises, industrial capital, and market-oriented funds, accelerating their involvement in this sector [1] - Controllable nuclear fusion is evolving from a grand narrative into a more concrete hard technology investment opportunity, following trends in AI, commercial aerospace, and quantum computing [1] - Industry experts suggest that failing to invest in controllable nuclear fusion could mean missing out on critical energy transformation opportunities in the next technological revolution [1]