记者丨曾静娇 编辑丨刘雪莹 美东时间周四，美股三大指数集体高开，科技股普涨，美光科技股价狂飙，热门中概股多数上 涨，黄金白银短线走低。消息面上，美国11月CPI数据爆冷。 截至北京时间23:14，道琼斯指数涨0.51%，标普500指数涨0.78%，纳斯达克综合指数涨 1.07%。 科技股普涨 ，美光科技狂飙，盘前涨幅最高达16% ；闪迪大涨近7%，特斯拉涨超2%，英伟 达、谷歌涨超1%。 消息面上，据财联社报道，美光科技第二财季营收展望为183亿至191亿美元，公司的最新业绩 及业绩指引均 大幅超出分析师预期 。今年以来，存储芯片需求居高不下推动美光股价一路走 高， 年内涨幅已高达约160%。 | W | 美光科技(MICRON TECHNOLOG | | | | | --- | --- | --- | --- | --- | | | MU.O | | | | | 249.180 | 量 2680.6万 股本 | 11.24亿 市盈 | 32.8 力得 | | | | | | 型 ■ | | | 23.660 10.49% | 换 2.38% | 市值 2801亿 市净 | 4.76 | | | 盘中 ▼ 五 ...

其中的旗舰项目之一是United Solar投资16亿美元建设的太阳能级多晶硅制造设施，计划于2026年建成 投产。 该项目已支持1000多个就业岗位，创造了超过3.17亿美元的本地经济价值，并吸引了国际发展融 资机构的关注。 另一项重点项目是JA Solar在苏哈尔港和自贸区建设的六千兆瓦太阳能电池制造综合 体，总投资4.42亿美元，目前已接近关键建设里程碑。 项目投产后，预计将创造500多个就业岗位，并 进一步巩固阿曼在区域清洁能源供应链中的地位。 该基金在中小型企业及风险投资领域同样保持强劲发展势头。 自成立以来，基金已批准132个中小企业 和风险投资项目，累计承诺投资5670万美元，并通过八个专业投资平台实际投放3740万美元，覆盖种子 阿曼马斯喀特2025年12月18日-- 阿曼未来基金（Future Fund Oman）宣布，2025年基金运作创下历史新 高。随着持续加速推进阿曼经济多元化战略，该基金今年共批准141个项目，承诺投资总额提升至12亿 美元。 该基金由阿曼投资局（Oman Investment Authority）发起设立，承诺在五年内投入52亿美元资 本，目前已成为该地区扩张速度最 ...

Core Viewpoint - Elon Musk criticized the pursuit of small nuclear fusion reactors on Earth, arguing that the sun serves as a free and efficient nuclear fusion reactor, and called for a halt to investments in such projects unless they are purely for scientific experimentation [5][7]. Group 1: Investment Landscape in Nuclear Fusion - In Silicon Valley, nuclear fusion is viewed as a long-term infrastructure investment rather than a fleeting trend, with nearly $10 billion in private capital expected to flow into the sector by July 2025 [9]. - Major tech figures, including Bill Gates and Jeff Bezos, have made significant investments in nuclear fusion, with Gates' Breakthrough Energy Ventures focusing on long-term clean energy strategies [9][10]. - Commonwealth Fusion Systems (CFS) has raised nearly $3 billion, emerging as a leading contender in the fusion startup space due to its high-temperature superconducting tokamak technology [10][11]. Group 2: The Narrative of Nuclear Fusion - Nuclear fusion is often framed as an "infinite energy" solution, promising abundant fuel sources and minimal carbon emissions, which is particularly appealing in the context of rising energy demands from AI [16]. - The International Energy Agency (IEA) projects that global data center electricity demand will approach 945 terawatt-hours (TWh) by 2030, with AI-specific loads increasing fourfold [16]. - 84% of fusion companies believe they can achieve grid connection by the 2030s, with over half targeting completion by 2035, driven by technological advancements like high-temperature superconductors [16]. Group 3: Challenges and Criticism of Nuclear Fusion - Musk highlighted significant engineering challenges facing terrestrial nuclear fusion, including the need for reactors to produce more energy than they consume, which remains unproven [18][19]. - The cost of building the first commercial fusion reactors is projected to be in the hundreds of billions, with construction timelines exceeding ten years, raising questions about economic viability [19]. - Musk argues that solar energy, which has seen a cost reduction of over 89% in the past decade, is a more practical and cost-effective solution compared to the uncertain future of nuclear fusion [19]. Group 4: Alternative Energy Strategies - Musk advocates for solar energy and storage technologies as the most viable and economically sound energy solutions, proposing that a solar panel area of 100 miles by 100 miles could power the entire United States [20]. - Tesla is actively working on solar products and energy storage systems to address the intermittency issues of traditional solar energy [20][21]. - Musk's vision includes deploying solar energy satellites in space, which would provide continuous power without atmospheric interference, further enhancing energy reliability for AI applications [21][22]. Group 5: Conclusion on Energy Transition - The debate between Musk and other tech leaders reflects differing philosophies on risk and return in energy technology, with fusion representing high-risk, high-reward potential, while solar energy offers more immediate and certain returns [25]. - The future of energy will require balancing the uncertainties of emerging technologies like nuclear fusion with the pressing need for reliable energy sources in the AI era [25].

Core Viewpoint - The article highlights the recent performance of Goldwind Technology (02208), which saw a stock increase of over 3% following the 2026 National Energy Work Conference, emphasizing the push for higher energy security and a green low-carbon transition in China's energy sector [1]. Group 1: Company Performance - Goldwind Technology's stock rose by 3.31%, reaching HKD 13.75, with a trading volume of HKD 148 million [1]. Group 2: Industry Developments - The 2026 National Energy Work Conference in Beijing emphasized the need for enhanced energy security and a transition to green low-carbon energy, aiming for over 200 million kilowatts of new wind and solar power installations in the year [1]. - Citigroup's report indicated a decline in several mainland public utility stocks, attributing this to conservative guidance from the National Energy Administration regarding next year's targets for new wind and solar installations, as well as a cautious stance on hydropower and nuclear development [1]. - The report suggests that the forecast of exceeding 200 GW for wind and solar installations next year may be underestimated, and anticipates increased capital expenditure on hydropower and nuclear projects during the 14th Five-Year Plan to meet emission reduction goals [1]. - There is an expectation for accelerated growth in global energy storage system (ESS) demand [1].

特斯拉涨0.63%逼近 历史新高，消息面上，据央视新闻报道，特斯拉公司近日在美国得州奥斯汀对其无人驾驶出租车Robotaxi进行的无安全员 监督自动驾驶测 试。华尔街投行摩根士丹利周二的最新研报预计，在明年，特斯拉Robotaxi运营车辆有望从目前的数十辆快速攀升至1000 辆。 12月17日，美股三大指数开盘涨跌互现，截至23:00，道指涨0.42%，纳指跌0.24%，标普500指数跌0.05%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业平均 | 48317.33 | 203.07 | 0.42% | | 纳斯达克指数 | 23055.71 | -55.75 | -0.24% | | 标普500 | 6796.53 | -3.73 | -0.05% | | 纳斯达克100 | 25067.37 | -65.57 | -0.26% | | 万得美国科技十巨头指数 | 65124.11 | -383.50 | -0.59% | | 万得中概科技龙头指数 | 4298.44 | 4.10 | 0.10% | | 纳斯达克中国金龙指数 | 76 ...

本文源自：市场资讯 作者：行情君 据交易所数据显示，12月17日，晶科能源(JKS)盘中上涨5.15%，截至23:07，报28.57美元/股，成交 228.03万美元，总市值14.76亿美元。 财务数据显示，截至2025年09月30日，晶科能源收入总额479.91亿人民币，同比减少32.98%；归母净利 润-29.45亿人民币，同比减少654.34%。 资料显示，晶科能源控股有限责任公司(纽交所代码:JKS)为中国,美国,日本,德国,英国,智利,南非,印度,墨 西哥,巴西,阿联酋,意大利,西班牙,法国,比利时以及其他地区的地面电站,商业以及民用客户提供太阳能产 品,解决方案和技术服务。晶科能源拥有垂直一体化的产能,截止至2018年6月30日硅锭和硅片产能达到约 9吉瓦、电池片产能达到约5吉瓦,组件产能达到约9吉瓦。 ...

Core Viewpoint - Canadian Solar Inc. (CSIQ) has experienced a stock price increase of 3.57% on December 17, reaching $24.05 per share, with a total market capitalization of $1.611 billion [1] Financial Performance - As of September 30, 2025, Canadian Solar reported total revenue of $4.378 billion, reflecting a year-over-year decrease of 2.11% [1] - The company recorded a net profit attributable to shareholders of -$17.788 million, which represents a significant year-over-year decline of 928.12% [1] Company Overview - Canadian Solar is recognized as one of the largest providers of solar photovoltaic products and energy solutions globally, as well as one of the largest developers of solar power plants [1] - The company's operations span across North America, South America, Europe, South Africa, the Middle East, Australia, and Asia [1] - Canadian Solar's business is divided into two segments: CSI Solar and Global Energy [1]

【ReNew宣布与谷歌达成长期协议 将在印度拉贾斯坦邦开发150兆瓦太阳能项目】当地时间12月16日， 脱碳解决方案公司ReNew Energy Global宣布，已与谷歌签署一项长期协议，将在印度拉贾斯坦邦开发 一个新的150兆瓦太阳能项目。该项目预计于2026年投运，每年将产生约425,000兆瓦时的清洁电力，相 当于为超过36万户印度家庭供电。 转自：智通财经 ...

Core Insights - ReNew Energy Global has signed a long-term agreement with Google to develop a new 150 MW solar project in Rajasthan, India [1] - The project is expected to be operational by 2026 and will generate approximately 425,000 MWh of clean electricity annually, enough to power over 360,000 households in India [1] Company Summary - ReNew Energy Global focuses on decarbonization solutions and is expanding its renewable energy portfolio through strategic partnerships [1] - The collaboration with Google highlights the increasing demand for sustainable energy solutions from major corporations [1] Industry Summary - The solar energy sector in India is experiencing growth, driven by both government initiatives and private sector investments [1] - The development of large-scale solar projects is crucial for meeting India's renewable energy targets and reducing carbon emissions [1]

Core Viewpoint - Elon Musk criticized the investment in small nuclear fusion reactors, arguing that the sun serves as a free and efficient nuclear fusion reactor, making such investments "super dumb" [1][2]. Group 1: Investment Landscape in Nuclear Fusion - Significant investments in nuclear fusion have been made by prominent figures in Silicon Valley, including Bill Gates, Jeff Bezos, and Sam Altman, with nearly $10 billion in private capital expected to flow into the sector by July 2025 [5][6]. - The fusion industry is viewed as a long-term infrastructure investment rather than a typical "hot trend," with a focus on developing a "civilization-level infrastructure" that could reshape human technological capabilities [5][6]. - Commonwealth Fusion Systems (CFS) has raised nearly $3 billion, focusing on high-temperature superconducting tokamak technology, which is seen as a promising path toward practical fusion energy [6][7]. Group 2: Diverging Perspectives on Nuclear Fusion - Musk's skepticism towards nuclear fusion highlights the engineering challenges and economic impracticalities associated with terrestrial fusion reactors, which he believes cannot compete with solar energy [15][17]. - The narrative surrounding nuclear fusion as a source of "unlimited energy" continues to attract investment, despite repeated delays in its commercialization [13][14]. - Musk argues that the costs and complexities of developing nuclear fusion reactors are not justified when solar energy has become significantly cheaper and more efficient [16][18]. Group 3: Alternative Energy Strategies - Musk advocates for solar energy and energy storage technologies as the most viable and economically sound solutions for future energy needs, proposing a comprehensive approach that includes both terrestrial and space-based solar energy systems [18][19]. - The concept of deploying solar AI satellites in near-Earth orbit aims to leverage the advantages of space for energy collection, providing continuous power without the limitations faced by ground-based solar systems [19][20]. - The ongoing debate between nuclear fusion and solar energy reflects broader themes in energy transition, emphasizing the need for a balanced approach to risk and return in energy investments [21].