核心议题包括：人工智能在能源系统中的应用，可再生能源投资及电网容量竞争，电力交易、PPA模式 及欧盟碳边境调节机制(CBAM)的影响以及地热能与核能的发展前景等。(驻波黑使馆经商处) 波黑媒体Srpskainfo2月25日报道。2026年特雷比涅能源峰会(SET2026)将于3月25日至27日在该市文化中 心举行。本届峰会由SET d.o.o.Trebinje主办，以"人工智能(AI)驱动并创造地区能源未来"为主题，吸引 来自西巴尔干地区的专家、政府代表及投资人。 ...

伦敦与华盛顿方面已试探性重启双方价值数十亿英镑的"科技繁荣协议"相关工作。该协议去年曾暂停， 原因是美国总统唐纳德·特朗普向英国施压，要求其在更广泛的贸易谈判中做出让步。 据多位了解谈判情况的人士透露，美英高级官员已启动民用核能技术合作磋商，并计划共同举办核聚变 技术峰会。他们称该协议已"取得突破"。 美英"科技繁荣协议"于去年9月特朗普对英国进行国事访问期间宣布，旨在推动两国在人工智能、量子 计算和核能等领域的合作。 英国首相基尔·斯塔默当时表示，两国正开启核能发展的"黄金时代"，跨大西洋合作将更紧密，核能项 目的监管审批流程也将提速。英国方面曾宣传，该协议包含美国顶尖科技企业310亿英镑的投资。 然而，去年12月初，美方暂停了该协议。英国官员称，特朗普政府正借此在科技合作之外，推动英国做 出更广泛的贸易让步。 据知情人士透露，首相的美贸易与投资特使瓦伦·钱德拉上月在达沃斯世界经济论坛上，与美方对等官 员杰米森·格里尔会晤，双方同意重启科技协议中核能相关部分的工作。 他们补充道，英国官员还与特朗普的科学顾问迈克尔·克拉齐奥斯就科技合作展开了富有成效的磋商。 但协议中人工智能、量子计算等其他领域的合作尚未推进 ...

据环球时报消息，据报道，美国军方首次通过空运方式运送微型核反应堆。当地时间2月15日，三架C-17运输机将美国核技术初创公司Valar Atomics的试验反应堆Ward 250的未装载燃料组件，从加州马奇空军预备役基地运抵犹他州希尔空军基地，之后计划运往实验室进行测试和 评估。 去年5月，特朗普签署了4项行政命令，旨在加速核能行业发展。 空运开始几分钟前，美国"战争部"在社交媒体上也发文预告，将"空运下一代核反应堆"，并称此举是遵循美国总统特朗普推广核能的命令。 ...

行 华福证券 机械设备 2026 年 02 月 08 日 业 研 究 机械设备 全球核电发展提速，装机目标或超三倍核能愿景 投资要点： 世界核协会最新报告显示全球核电装机目标远超预期 行 业 定 期 报 告 世界核协会最新报告显示，若各国落实核电开发目标，2050 年全 球核电装机容量有望达 1446GWe，远超三倍核能宣言的 1200GWe 目 标。目前全球有 440 台在运核电机组，70 台在建，2024 年核能发电量 创历史新高，多国也已承诺支持三倍装机目标。报告测算不同阶段核 电增长动力各有不同，2030 年前靠在建机组，2035 年前靠规划项目， 2035 年后则由拟建、潜在项目及政府计划支撑，同时各国还有约 542GWe 无具体项目支撑的装机目标，政策保障力度也存在差异。 明确装机需求，多方协同推动目标落地 报告明确了 2026 至 2050 年各阶段核电年均装机需求，其中 2046 到 2050 年每年需装机 65.3GWe，约为核电建设历史峰值速度的两倍。 为实现目标，WNA 提出多项建议，各国政府需将核电纳入长期规划、 制定可行产业战略、支持核电机组延寿并完善相关机制，金融机构要 实施技术中 ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid capacity and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][7] - This company is positioned as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for electricity as AI technologies expand [4][5] Market Position - The company is noted for its unique capabilities in executing large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, oil, gas, and renewable fuels [7][8] - It is described as being debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization, providing a strong financial foundation [8][10] Strategic Advantages - The company has a substantial equity stake in another AI-related venture, offering investors indirect exposure to multiple growth opportunities in the AI sector without the associated high premiums [9][10] - Wall Street is beginning to take notice of this company due to its undervalued status and its ability to capitalize on the growing demand for energy in the AI landscape [8][10] Future Outlook - The ongoing trends of AI infrastructure development, onshoring driven by tariffs, and a surge in U.S. LNG exports are expected to create a favorable environment for this company [14] - The influx of talent into the AI sector is anticipated to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure in supporting these developments [12][14]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Group 1 - The core focus of the meeting between French President Macron and Slovak Prime Minister Fico was on nuclear energy, defense, and the situation in Ukraine [1] - Macron's decision to not wear sunglasses during the meeting has drawn attention, with reports suggesting that his eye condition has improved [1] - Previously, Macron had been seen wearing sunglasses at the World Economic Forum in Davos due to eye congestion, which was described as harmless [1]

1月29日，法国巴黎，马克龙会见斯洛伐克总理菲佐时并未佩戴蓝色墨镜，引发关注。双方进行近两小 时秘密会谈，会谈围绕核能、国防、乌克兰等问题展开。有报道对于马克龙未戴墨镜一事称，"他的眼 疾已经痊愈了"。此前马克龙向法国军队发表新年讲话时右眼发红，他表示"这完全无害"。1月20日，他 在瑞士达沃斯世界经济论坛年会时佩戴太阳镜。法国总统办公室称，这是因为马克龙眼部充血，戴深色 太阳镜是为了保护眼睛。 ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned as a "toll booth" operator in the AI energy boom, collecting fees from energy exports [5][6] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, which is nearly one-third of its market capitalization, making it financially robust compared to other firms in the sector [8][10] - It is trading at less than 7 times earnings, indicating a potentially undervalued investment opportunity in the context of its critical role in the energy infrastructure [10][12] Market Trends - The company is strategically aligned with trends such as the onshoring boom driven by tariffs and the surge in U.S. LNG exports, positioning it favorably within the evolving energy landscape [14][7] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure in supporting AI growth [12][11]

1月20日，一家名为"中核（象山）核能有限公司"（下称"象山核能"）的公司低调完成工商注册，公司注册资本2.5亿。 但是，眼尖的媒体很快发现，阿里巴巴系成员公司——上海毅旗网络科技有限公司（下称"毅旗网络"）位列股东名册。华夏能 源网注意到，毅旗网络注册资本1000万元，由阿里巴巴旗下阿里云100%持股。 很快，阿里巴巴入局核电的消息就铺天盖地散播开来。媒体解读，阿里巴巴与中国核电成立核能合资公司的目的，是为了将来 为人工智能数据中心提供强有力的供电保障。 | 序号 | | 股东名称 | 持股比例 ÷ | 认缴出资额(万元) ÷ | 认缴出资目期÷ | 关联产品/机构 | | --- | --- | --- | --- | --- | --- | --- | | 1 | | 中核沥能能源有限公司 品 | 61.69% | 15422.5 | 2026-06-30 | | | | | 控股股东 | | | | | | 2 | 中核 | 中核核能开发（北京）有限公司 品 | 19.54% | 4885 | 2026-06-30 | 中国核电 | | | | 国有控股 | | | | | | 3 | 雅戈 尔集 | ...