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港股異動丨核電股走高 中廣核礦業一度漲超7% 特朗普頒令加速核電站建設

港股核電股集體拉昇走高,其中,中廣核礦業一度漲超7%,中廣核電力漲近6%,中廣核新能源跟漲。消息上,美國總統唐納德·特朗普週五簽署了旨在加速核電站建設的行政令,其中涉及有望快速部署但尚未在美國建造的小型、未經測試的設計。計劃在2030年前啓動10座大型核電站建設,並在2050年前將美國核電產能翻四倍。馬斯克曾指出,人工智能在擴大規模時面臨三大限制:芯片、變壓器和發電能力。馬斯克說:“當我們解決了變壓器短缺的問題,就會從根本上解決發電短缺問題。我的猜測是,也許到明年年中、明年年底,人們將開始遭遇發電方面的挑戰。”谷歌2月也曾警告稱,美國正面臨電力危機。谷歌能源市場開發全球主管Caroline Golin稱,公司意識到可再生能源可能導致電網不穩定後,開始探索核能應用。(格隆匯)

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