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集体大涨!特朗普,新计划曝光!
券商中国· 2025-06-27 23:19
特朗普在AI领域的最新计划曝光。 据最新消息,特朗普政府正在准备一系列行政措施,旨在解决AI(人工智能)快速扩张所需的巨大电力需 求。受此影响,隔夜美股芯片股集体大涨,台积电ADR涨超2%,英伟达涨1.76%,再创历史新高,总市值达 3.85万亿美元。 另外,核电概念股Oklo盘中一度暴涨超11%。AI耗电主要集中在模型训练和推理,参数量越大,大模型算力 消耗越大,电耗就越高。咨询公司德勤的最新报告显示,到2035年AI数据中心的电力需求可能增长超过30 倍。 随着AI浪潮加速来袭,今年以来,以微软、谷歌、亚马逊、Meta等科技巨头正强势押注核能,以解决AI巨大 需求下电力供应问题。有分析认为,核聚变、SMR(小型模块化反应堆)等先进核能技术有望加速发展,相 关产业链环节有望受益。 特朗普的大动作 美东时间6月27日,据路透社报道,特朗普政府正准备一系列行政措施,旨在解决 AI快速扩张所需的巨大电力 需求。这些措施包括简化电网连接程序、提供联邦土地建设数据中心,以及发布AI行动计划。 受此消息刺激,美股芯片股集体大涨,截至收盘,台积电ADR涨超2%,英伟达涨1.76%,再创历史新高,总 市值达3.85万亿美元 ...
X @Investopedia
Investopedia· 2025-06-26 19:00
Palantir Technologies will team with nuclear power plant builder The Nuclear Company as artificial intelligence-related electricity demand soars. https://t.co/iU6ylh14Ij ...
Centrus Achieves Key Production Milestone with Delivery of 900 Kilograms of HALEU to the Department of Energy
Prnewswire· 2025-06-25 10:45
Core Points - Centrus Energy's subsidiary has successfully produced and delivered 900 kilograms of High-Assay, Low-Enriched Uranium (HALEU) to the U.S. Department of Energy, marking a significant milestone in HALEU production [1][2] - The company has achieved its production target for Phase II of its contract with the Department of Energy, having delivered over 920 kilograms of HALEU to date [1][3] - Centrus is the only source of HALEU enrichment in the Western world, which is critical for the next generation of reactors [2] - The company is moving into Phase III of its HALEU production contract, having secured a contract extension for an additional year of production through June 30, 2026 [2][3] - The HALEU produced is intended to support national priorities, including the demonstration and commercialization of HALEU-fueled advanced reactors [4] Company Overview - Centrus Energy has been a trusted supplier of nuclear fuel and services since 1998, providing over 1,850 reactor years of fuel, equivalent to more than 7 billion tons of coal [5] - The company is focused on restoring America's uranium enrichment capabilities at scale to meet clean energy, energy security, and national security needs [6]
Why Oklo Stock Crushed the Market With a 10% Gain on Tuesday
The Motley Fool· 2025-06-24 22:05
Core Insights - Oklo, a next-generation nuclear power company, saw its shares rise by 10% following news of New York's potential expansion of nuclear-generating capacities, significantly outperforming the S&P 500's 1.1% increase [1] - New York Governor Kathy Hochul announced plans for at least one new nuclear power plant with a minimum capacity of 1 gigawatt [2] - Hochul emphasized the importance of energy independence for attracting large industrial companies to New York, addressing concerns about "industrial flight" in upstate regions [4] Company-Specific Insights - Oklo is positioned as a potential candidate for New York's nuclear project, focusing on developing compact nuclear reactors that utilize recycled nuclear waste for energy [5] - The company is expected to benefit from New York's commitment to modern nuclear design, which prioritizes safety and environmental standards [5] Industry Context - The ongoing conflict in the Middle East, particularly the situation in Iran, may influence market sentiment towards alternative energy sources, including nuclear power, as higher oil prices could drive interest in such alternatives [6]
Unleashing Energy Abundance with AI and Nuclear Power | Kevin Kong | TEDxGramercy Park
TEDx Talks· 2025-06-24 15:10
[Music] At 23 years old, fresh out of school, I was lost, searching for purpose. And as any good millennial would do, this is before Tik Tok and doom scrolling. I bought a dozen books on oil and gas and I just went down the rabbit hole.Big nerd here. And I quickly realized human progress is just a function of unlocking more energy and more energy. And human progress is perfectly correlated with energy production per capita.But then some idea hit me like a brick wall. We are stuck in hydrocarbon age. An era ...
汇丰:核能与铀_中国在核电领域的立场
汇丰· 2025-06-23 02:09
Investment Rating - The report maintains a "Hold" rating for CGN Power and Dongfang Electric, with target prices adjusted to HKD2.90 (from HKD2.70) and HKD12.30 respectively. Hyundai E&C is rated as "Buy" with a target price of KRW93,000 [4][10][51]. Core Insights - China's nuclear power capacity is projected to reach 66GW by 2025 and 110GW by 2030, accounting for 7% of the power supply mix by 2030, up from 5% in 2024. This growth is supported by the approval of at least 10 new reactors annually since 2022 [2][9][13]. - The development of small modular reactors (SMRs) is highlighted as a key area for expansion, with several projects nearing commercial operation. However, the high levelized cost of energy (LCOE) for SMRs compared to large-scale reactors and renewables presents challenges for domestic deployment [3][28][30]. - The report emphasizes the importance of equipment and turnkey solution providers in capturing growth in the nuclear sector, as they are better positioned than utilities, which face longer return profiles and tariff variations [4][9]. Summary by Sections China's Nuclear Power Development - China's nuclear capacity is on track to nearly double by 2030, with significant investments in new technologies including SMRs and fusion [9][12]. - The government aims for 70GW of nuclear power by 2025, with expectations to surpass 110GW by 2030 as approvals accelerate [13][30]. Small Modular Reactors (SMRs) - China is advancing in SMR technology, with projects like Shidao Bay 1 and Changjiang Linglong-1 nearing commercial operation. However, the current capex for SMRs is significantly higher than for large-scale reactors [3][28]. - The ACP100 reactor, designed for multiple applications, is set for grid connection by 2026, showcasing China's capability in SMR development [22][28]. Investment Opportunities - Key players in the nuclear supply chain include CGN Power, Dongfang Electric, and Hyundai E&C, with the latter benefiting from global nuclear expansion [4][10]. - The report identifies potential for SMR technology exports, particularly to developing markets with limited grid capacity [32]. Fusion Power - Fusion power is still in early stages, with significant challenges in achieving sustainable reactions. However, China is investing in fusion research with a target to build an industrial prototype by 2035 [33][38]. - Opportunities in the supply chain for fusion-related equipment are anticipated, driven by ongoing experimental projects [42]. Uranium Market - China's reliance on uranium imports remains high, with current prices elevated due to geopolitical tensions. The demand for uranium is expected to double by 2040, driven by the expansion of nuclear capacity [45][49].
Here's Why NuScale Power Stock Is a Buy Before August
The Motley Fool· 2025-06-22 08:20
Core Viewpoint - NuScale Power has experienced significant stock price volatility but has seen a substantial increase in value over the past year due to several catalysts that could drive future growth in the small modular reactor (SMR) market [2][12]. Group 1: Company Developments - NuScale's stock price has more than quadrupled in the last 12 months, indicating a strong recovery and investor interest [2]. - The company received a Standard Design Approval (SDA) from the U.S. Nuclear Regulatory Commission (NRC) for its SMRs, making it the only SMR manufacturer with such approval [5]. - After canceling its Idaho project due to rising costs, NuScale submitted a new application for a 77 MWe design, which was approved in early June, paving the way for its first firm orders in the U.S. market [6][7]. Group 2: Market Opportunities - NuScale generates most of its revenue from a project in Romania, where it is subcontracting for Fluor in the development of a 462-MWe VOYGR-6 SMR, with a final investment decision expected in 2026 [8]. - The company is in discussions with five hyperscale data center operators in the U.S., which could drive growth in its U.S. business [9]. - The ADVANCE Act, passed in July 2024, and the Department of Energy's $900 million funding for SMR development are expected to support NuScale's growth [9]. Group 3: Industry Outlook - The global SMR market is projected to grow at a CAGR of 8.9% from 2025 to 2034, indicating a favorable environment for NuScale's business [11]. - Analysts expect NuScale's revenue to surge at a CAGR of 118% from $37 million to $384 million between 2024 and 2027 as its business matures [11]. Group 4: Financial Position - NuScale has a market cap of $5.2 billion and is currently valued at 14 times its projected sales for 2027, indicating a high valuation relative to its current financial performance [12]. - The company held $521 million in cash, cash equivalents, and short-term investments at the end of its latest quarter, providing a solid financial foundation for future growth [12].
This Nuclear Upstart Is Crushing the Market. Should You Plug In?
The Motley Fool· 2025-06-20 21:29
Nuclear power is on the brink of a renaissance, and Oklo is one of the industry's emerging rock stars.If you're looking for a super-charged growth stock with an AI angle, there's a nuclear option to consider. I'm talking about Oklo (OKLO -6.56%), a next-generation nuclear power company on a mission to reboot atomic energy for the age of artificial intelligence.Established in 2013 by MIT alums Jacob DeWitte (now chief executive officer) and Caroline Cochran (now chief operating officer), Oklo went public in ...
Nuclear power is the answer to power AI data centers, says Nano Nuclear's Rick Perry
CNBC Television· 2025-06-20 18:28
former energy secretary, former governor of Texas and newly served executive chair of Nano Nuclear as well, the hottest IPO in the United States in 2024. That, of course, Mr. . Rick Perry.Secretary Perry, governor Perry, thank you very much for joining us. I'll get to nano Nuclear in just one second. What do you think is going to be the ultimate outcome in the Israel-iran situation.>> Well, trying to put your finger on this one at this particular point in time may be a bit of a hat trick, but certainly the ...
Centrus Energy Secures Contract Extension from Department of Energy to Continue HALEU Production
Prnewswire· 2025-06-20 11:07
Core Points - The U.S. Department of Energy has extended Centrus Energy's contract to produce High-Assay, Low-Enriched Uranium (HALEU) through June 30, 2026, valued at approximately $110 million [1][2] - Centrus is working to restore America's uranium enrichment capabilities and provide a critical source of HALEU for advanced reactors [2][6] - The contract includes options for continued production for up to eight additional years beyond the current extension [1][3] Contract Details - Centrus was initially contracted in 2019 to demonstrate HALEU production at the American Centrifuge Plant in Piketon, Ohio [2] - Phase I of the contract was completed in late 2023, with the delivery of 20 kilograms of HALEU [2][3] - Phase II requires the production of an additional 900 kilograms of HALEU by June 30, 2025, while Phase III includes three optional extension periods of three years each [3] Strategic Importance - The HALEU produced under this contract is intended to support national priorities, including the demonstration and commercialization of HALEU-fueled advanced reactors [4] - Centrus has provided over 1,850 reactor years of fuel since 1998, equivalent to more than 7 billion tons of coal, highlighting its role in the nuclear power industry [5]