近日，美國股市的核電股迎來大幅上漲，引起市場廣泛關注。消息顯示，由於人工智能算力需求急速增長，多家美國科技巨頭正積極投入核電領域，以滿足未來高耗能數據中心的電力需求。這波行情的核心，是美國政府將投資約800億美元，涉及建造多座核電反應堆，預計將為美國核電產業注入前所未有的資金和技術支持。

據悉，這些科技巨頭包括多家全球知名企業，它們將聯合建設核電站，目標是通過小型模塊化反應堆（SMR）或新一代核電技術，為人工智能數據中心提供穩定、高效且可持續的電力供應。隨著AI算力需求不斷攀升，傳統電力供應已難以應對超大規模計算的電力負荷，核電因其高能效和低碳排放優勢，再度受到企業和投資者青睞。

這一舉措的市場影響顯著。核電股在消息公布後全線拉升，部分公司股價漲幅超過兩位數，投資者對核電產業未來前景的信心大幅提升。同時，該訂單也顯示出科技巨頭在能源供應鏈上的長期戰略布局——通過掌握清潔能源核心資源，以支持AI、大數據及雲計算等高耗能業務的持續擴張。

整體而言，這次核電股的爆發不僅反映金融市場對新能源投資的熱情，也折射出人工智能與能源需求的緊密聯動。核電作為高效、低碳、可持續的電力來源，正在成為支持未來AI計算革命的重要基礎設施，科技巨頭的參與或將重新塑造全球能源格局。

Recently, U.S. nuclear power stocks soared sharply, attracting widespread market attention. The surge is driven by the rapidly growing demand for artificial intelligence computing power, prompting American government to actively invest in nuclear energy to secure the electricity needed for future high-power data centers. At the center of this trend is a massive $80 billion order to construct multiple nuclear reactors, which is expected to inject unprecedented capital and technological support into the U.S. nuclear industry.

According to reports, these tech giants, including several globally renowned companies, plan to jointly build nuclear power plants using small modular reactors (SMRs) or next-generation nuclear technologies. The goal is to provide stable, efficient, and sustainable power for AI data centers. As AI computing demands continue to rise, traditional power supplies struggle to meet the enormous electricity needs of large-scale computations. Nuclear power, with its high efficiency and low carbon emissions, has once again attracted the attention of both enterprises and investors.

The market impact of this initiative has been significant. Following the announcement, nuclear stocks across the board surged, with some companies’ share prices climbing by double digits. Investors’ confidence in the future of the nuclear industry has greatly increased. At the same time, this order highlights the tech giants’ long-term strategic approach to energy supply—securing clean energy resources to support the ongoing expansion of high-energy-demand businesses such as AI, big data, and cloud computing.

Overall, the surge in nuclear stocks not only reflects the financial market’s enthusiasm for new energy investments but also underscores the close linkage between artificial intelligence and energy demand. Nuclear power, as an efficient, low-carbon, and sustainable energy source, is becoming a crucial infrastructure for supporting the AI computing revolution, and the involvement of tech giants could reshape the global energy landscape.