行业研究取得突破，核能股大放异彩领涨两市，不炒AI预期了？

格隆汇11-21

11月21日，核电板块盘中表现强势，领涨两市，截至发稿，天力复合涨超22%，久盛电气、国缆检测20%涨停，常辅股份涨约13%，弘讯科技、东方精工、奥特迅、融发核电等亦涨停。消息面上，由中国自主研发制造的准环对称仿星器测试平台通过实验，证实了准环向对称磁场位形这一理论的可行性和先进性，为准环对称仿星器后期高参数运行奠定基础。行业研究取得突破追溯消息面来看，实际上该消息早在11月13日便传出，板块指数...

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Don't speculate on AI expectations?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"301082":0.9,"VST":1,"TLN":1,"EIA":1,"OKLO":0.9,"002611":0.9},"content_text":"11月21日，核电板块盘中表现强势，领涨两市，截至发稿，天力复合涨超22%，久盛电气、国缆检测20%涨停，常辅股份涨约13%，弘讯科技、东方精工、奥特迅、融发核电等亦涨停。消息面上，由中国自主研发制造的准环对称仿星器测试平台通过实验，证实了准环向对称磁场位形这一理论的可行性和先进性，为准环对称仿星器后期高参数运行奠定基础。行业研究取得突破追溯消息面来看，实际上该消息早在11月13日便传出，板块指数已是连续走强三日，今日涨幅表现更为强势。据介绍，仿星器是一种受控核聚变装置。按设计，仿星器通过模仿恒星内部的核聚变反应，将等离子态的氢同位素氘和氚约束起来，并加热至1亿摄氏度左右发生核聚变，以获得持续不断的能量。此外，近年来人工智能（AI）对能源需求的急剧增加促使科技公司转向核能，以满足其庞大的电力需求。美国能源信息署（EIA）预测，到2030年人工智能可能占全球电力需求的3%至4%，同时随着AI技术的进一步发展和持续迭代，2030年数据中心的电力需求相比2023年将增加150%以上，对能源供应造成一定压力，其中美国数据中心每年将消耗约88TWh的电力。根据EIA数据，预计在2030年AI驱动的数据中心将占美国总电力负荷的9%，将带来14GW的清洁能源装机缺口。全球数据中心行业积极推动通过核能满足其电力需求。美股核能股遭做空在二级市场，不同区域市场悲喜有时并不相通。隔夜，美股市场传出，著名做空机构Kerrisdale Capital发布报告，做空由OpenAI掌门人Sam Altman支持的核能公司Oklo，导致其股价盘中一度大跌10%。Kerrisdale质疑Oklo的商业可行性，称其为“故事型股票”，并指出其小型模块化反应堆（SMRs）的商业化面临诸多挑战。报告认为Oklo计划在2027年部署首个反应堆的目标不现实，且公司在管理和财务方面存在根本性挑战。Kerrisdale还指出Oklo缺乏长期燃料供应，未来五年内可能需要额外筹集27亿美元资本。尽管Oklo股价今年已上涨超过97%，但Kerrisdale认为其股价不可持续，长期前景面临重大质疑。若是再压缩时间，自 5 月该公司通过特殊目的收购合并上市以来，其股价飙升了 150% 以上。华尔街对Oklo的看法分歧，四位分析师中两位给予“买入”评级，两位持中立态度。平均目标价意味着股票交易地点的回报率约为 5%。另外，值得一提是，此前，Oklo的董事会成员Chris Wright被提名为美国能源部负责人。纵观美股市场，整体核电板块还是获得华尔街看好的。根据高盛对697家总资产管理规模超过3万亿美元的基金进行的最新分析显示，今年三季度美国基金经理们大举买入核电公司股票，以求抓住风口。据其统计的“对冲基金VIP名单”来看，Vistra Corp（VST）、Talen Energy Corp（TLN）已在第三季度进入名单。附做空报告👇👇","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2485433158"}