[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio598b3b2b":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio598b3b2b","美国砸1200亿美元建核电，AI缺电真的急了？","\u002Fdoc\u002Fdcio598b3b2b","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan>美国电力这条线，正在出现一个很大的资本开支信号。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>美韩最新战略投资计划里，核电项目规模达到约\u003C\u002Fspan>\u003Cspan>1200\u003C\u002Fspan>\u003Cspan>亿美元，计划在美国建设\u003C\u002Fspan>\u003Cspan>8\u003C\u002Fspan>\u003Cspan>座大型核反应堆，包括\u003C\u002Fspan>\u003Cspan>6\u003C\u002Fspan>\u003Cspan>座\u003C\u002Fspan>\u003Cspan>AP1000\u003C\u002Fspan>\u003Cspan>和\u003C\u002Fspan>\u003Cspan>2\u003C\u002Fspan>\u003Cspan>座\u003C\u002Fspan>\u003Cspan>APR1400\u003C\u002Fspan>\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>其中约\u003C\u002Fspan>\u003Cspan>1000\u003C\u002Fspan>\u003Cspan>亿美元用于建设，另有\u003C\u002Fspan>\u003Cspan>200\u003C\u002Fspan>\u003Cspan>亿美元作为预备资金；项目还计划在年底前先投入约\u003C\u002Fspan>\u003Cspan>100\u003C\u002Fspan>\u003Cspan>亿美元，用于提前采购长周期设备。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网认为，这件事真正值得关注的，是美国电力投资的规模开始明显上台阶。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>AI\u003C\u002Fspan>\u003Cspan>数据中心需要的是\u003C\u002Fspan>\u003Cspan>24\u003C\u002Fspan>\u003Cspan>小时稳定的大规模电力。服务器可以快速部署，\u003C\u002Fspan>\u003Cspan>GPU\u003C\u002Fspan>\u003Cspan>也可以不断采购，但发电站、电网、变压器这些基础设施的建设周期都是按“年”计算。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>这就出现了一个越来越明显的矛盾：\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>AI\u003C\u002Fspan>\u003Cspan>算力扩张速度，正在跑在电力基础设施前面。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>核电恰好能够解决其中最难的一部分——大规模、稳定、持续的基荷电力。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>而且\u003C\u002Fspan>\u003Cspan>1200\u003C\u002Fspan>\u003Cspan>亿美元对应的是大型核反应堆，这比市场这两年反复讨论的小型模块化核反应堆更值得注意。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>因为它释放出的信号是：美国核电投资已经开始同时推进存量核电延寿、小型反应堆和大型新建机组。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>9\u003C\u002Fspan>\u003Cspan>月\u003C\u002Fspan>\u003Cspan>29\u003C\u002Fspan>\u003Cspan>日，美国核监管机构刚刚批准首个商业小型模块化核反应堆建设许可；\u003C\u002Fspan>\u003Cspan>9\u003C\u002Fspan>\u003Cspan>月\u003C\u002Fspan>\u003Cspan>30\u003C\u002Fspan>\u003Cspan>日，\u003C\u002Fspan>\u003Cspan>$AMZN \u003C\u002Fspan>\u003Cspan>又与\u003C\u002Fspan>\u003Cspan>$CEG \u003C\u002Fspan>\u003Cspan>签下\u003C\u002Fspan>\u003Cspan>20\u003C\u002Fspan>\u003Cspan>年核电购电协议。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>把这些事情放到一起看，\u003C\u002Fspan>\u003Cspan>AI\u003C\u002Fspan>\u003Cspan>电力需求已经开始影响真正的能源资本开支。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>对美股来说，我会重点看两条线。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>第一条是核反应堆本身。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>AP1000\u003C\u002Fspan>\u003Cspan>背后的\u003C\u002Fspan>\u003Cspan>Westinghouse\u003C\u002Fspan>\u003Cspan>由\u003C\u002Fspan>\u003Cspan>$CCJ \u003C\u002Fspan>\u003Cspan>持有\u003C\u002Fspan>\u003Cspan> 49% \u003C\u002Fspan>\u003Cspan>权益，因此如果大型核电建设重新提速，\u003C\u002Fspan>\u003Cspan>CCJ \u003C\u002Fspan>\u003Cspan>获得的不只是铀价逻辑，还有核反应堆设备、工程和长期服务的第二层敞口。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>第二条是整个电力基础设施。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>核电站建出来只是第一步，后面还需要变压器、开关设备、输电线路和电网扩容。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>这\u003C\u002Fspan>\u003Cspan>1200\u003C\u002Fspan>\u003Cspan>亿美元，可能只是这轮\u003C\u002Fspan>\u003Cspan>AI\u003C\u002Fspan>\u003Cspan>电力资本开支真正放大的开始。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>#\u003C\u002Fspan>\u003Cspan>美股\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FC\u002FCCJ\u002FCCJ.jpg","2026-10-02T16:36:16","2026.10.02","2026\u002F10\u002F02",52219,[22],"CCJ","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]