格隆汇1月9日｜受Meta同意从Oklo和Vistra等公司购买核电以运行人工智能数据中心的消息提振，Oklo 和Vistra的股价大幅飙升，并带动同行业板块走高。Oklo的股价涨幅一度高达19%，而Vistra的股价则上 涨了16%。与此同时，同行NuScale Power以及Centrus Energy和Cameco等铀生产商也受此消息提振走 强。Wedbush证券分析师Dan Ives在给客户的报告中写道："这一消息对包括Oklo在内的整个核能行业都 是渐进式的利好，因为它再次印证了超大规模云计算巨头利用新能源驱动人工智能革命的承诺，而电力 正是目前该行业面临的最大阻碍。"科技巨头及其他数据中心开发商需要大量电力供应，以满足日益扩 大的数据中心需求。 ...

格隆汇1月9日｜Oklo(OKLO.US)涨超18%，Vistra Energy(VST.US)涨16%；Meta Platforms(META.US)宣 布与Vistra、Oklo及TerraPower签署核能供电协议。 ...

1.1月9日(周五)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨004%，标普500指数期货涨0.11%，纳指期货涨0.20%。 | ■ US 30 | 49,283.30 | 49,354.80 | 49,215.70 | +17.60 | +0.04% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,929.00 | 6,932.30 | 6,913.00 | +7.60 | +0.11% | | ■ US Tech 100 | 25,559.30 | 25,585.70 | 25,446.70 | +52.20 | +0.20% | 市场消息 非农+关税裁决"双核爆点"!华尔街迎接今年以来最危险的一天。2026年开年美股强劲但估值已达历史高位(市盈率超22倍)，正面临关键转 折点。北京时间周五晚，市场将迎来美国12月非农报告及最高法院对特朗普关税政策合法性裁决的双重考验，投资者警惕高估值下的市 场波动风险。最高法院官网显示，周五为"判决日"，意味着法官们在美东时间上午10点开庭后，可能会宣布裁决结果。 降息预期已然"锚定"!高盛：非农 ...

（文章来源：证券日报） 证券日报网讯 1月9日，电投产融在互动平台回答投资者提问时表示，核能大数据中心建设是基于核能 规模化发展的前提下，为切实开展核能领域数字化转型，加强核能领域数据管理，提升数据标准和安全 性，以及后续智能化升级打造相关的基础设施而提出的需求。2024年12月底已完成了一期小规模建设， 后续将根据实际情况开展二期建设工作。 ...

本文源自：金融界AI电报 Oklo(OKLO.N)盘前涨超18%，Vistra Energy(VST.N)涨近7%，消息称Meta Platforms(META.O)与Vistra、 Oklo及TerraPower签署核能供电协议。 ...

Core Viewpoint - The A-share market has seen a surge in the controllable nuclear fusion concept sector, with significant stock price increases among related companies, driven by policy support and capital investment in the field [1][3]. Group 1: Market Performance - From January 5 to January 8, the controllable nuclear fusion index rose by 8.31%, with 68 out of 72 stocks in the sector experiencing price increases, representing 94.44% [1]. - Notable stocks with cumulative gains exceeding 20% include Tianli Composite (920576.BJ), Far East Holdings (600869.SH), Snowman Group (002639.SZ), and others [1]. - On January 9, the sector continued to rise, with stocks like Hongxun Technology (603015.SH) hitting the daily limit and several others increasing by over 5% [2]. Group 2: Company Announcements - Companies such as China First Heavy Industries (601106), Hongxun Technology, and others issued announcements regarding abnormal stock trading, indicating that their controllable nuclear fusion-related business has minimal impact on overall performance [3][4]. - China First Heavy Industries noted that its related products have not generated revenue, and its net profit for Q3 2025 is projected to be negative [3]. - Hongxun Technology clarified that its nuclear fusion classification is based on a subsidiary's component supply, which contributes little to its main revenue [3]. Group 3: Financial Metrics and Risks - Companies like Guoji Heavy Industries and China Nuclear Engineering reported that their controllable nuclear fusion business contributes a negligible portion to total revenue [4]. - Tianli Composite reported a cumulative price increase of 48.72% over three trading days, with no significant media influence identified [5]. - Valuation concerns were raised, with Hongxun Technology and Guoji Heavy Industries having price-to-earnings ratios significantly above industry averages, at 135.39 and 87.58 respectively, compared to the industry averages of 24.38 and 42.01 [5].

每经AI快讯，1月9日，可控核聚变板块再度拉升，弘讯科技（603015）3连板，上大股份（301522）涨 超8%，兰石重装（603169）、西部超导、国机重装（601399）跟涨。 ...

全球可控核聚变研发呈现中美竞速格局，美国通过科技巨头资本开支和 政策引导，中国则通过国家队集中力量推动，均显示出对该领域的高度 重视。 中国可控核聚变被列入"十五五"规划建议，预示国家政策将持续支持 该领域发展，为相关资本开支提供保障，并可能催化市场热情。 当前中国核聚变项目投入约 1,500 亿元，预计未来几年将持续增加， 2025 年市场主线围绕资本开支落地展开，合肥 BEST 项目招标是重要 观察点。 核聚变开发分为实验堆、工程堆、示范堆和商业化阶段，目前处于实验 堆阶段，单体工程堆投资预计达千亿级别，未来资本开支潜力巨大。 2026 年合肥 BEST 项目招标体量显著提升，11 月单月招标金额接近 40 亿元，表明行业资金逐步落地，为未来发展奠定基础。 托卡马克装置中磁体环节价值量占比高（30%-40%），低温超导（西 部超导）和高温超导（永鼎股份、精达股份、上海超导）路线值得关注， 磁体加工环节的联创光电也是重要标的。 具有核心资源优势或壁垒的链主企业，如合肥链上的合锻智能、南昌链 上的联创光电、成都链上的国光，因其在产业链中的关键位置而具备较 高的发展潜力。 核聚变核心逻辑再梳理 20260108 ...

Industry Overview - The "Nuclear Energy Law of the People's Republic of China" will officially take effect on January 15, 2026, encouraging and supporting controlled thermonuclear fusion research, providing institutional guarantees for innovation in fusion energy [1] - Nuclear fusion is regarded as the ultimate energy source for humanity, with significant long-term growth potential. The industry is currently driven by major events, with domestic capital expenditure (capex) progressing steadily and overseas developments expected to exceed expectations [1] - The International Energy Agency estimates that the global fusion market could exceed $100 billion by 2030, indicating a robust growth trajectory for the industry [1] Company Developments - Dongfang Electric has successfully delivered the main magnetic coil center column for China's new generation nuclear fusion experimental device, the China Experimental Advanced Superconducting Tokamak (HL-2M), in Chengdu [2] - New Energy Technology is actively preparing and conducting research related to the nuclear fusion industry chain, leveraging its core technological advantages in power electronics, particularly in high-power, high-reliability, and precision control power supply [2]

Core Viewpoint - China Nuclear Engineering Corporation (CNEC) announced that its stock price experienced a cumulative deviation of 20% over three consecutive trading days, indicating abnormal trading fluctuations as per Shanghai Stock Exchange regulations [1] Group 1 - The stock price deviation occurred on January 6, 7, and 8, 2026, which triggered the announcement [1] - CNEC conducted a self-examination and inquired its controlling shareholder, China National Nuclear Corporation (CNNC), confirming that there are no undisclosed significant information as of the announcement date [1] - The company's controllable nuclear fusion-related business accounts for a very low proportion of its overall operations [1]