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Nuclear power 2024-10-18T11:49 財經茄呢啡 核電股受關注。亞馬遜旗下AWS宣布,已經與DOMINION ENERGY簽署一份協議,以探索開發小型模塊化核反應堆的前景。核電股顯著上漲。OPENAI總裁SAM ALTMAN投資的核電廠OKLO INC.勁升42%,NUSCALE POWER CORP. 升40%;核電ETF VANECK URANIUM AND NUCLEAR ETF 升7.2%。
Nuclear power 2024-10-18T11:49 財經茄呢啡 繼谷歌投資核電廠後,亞馬遜也開拓核能,以解決數據中心電荒問題,隔晚美國核電概念股抽升,本港上市的核電股亦造好。
Nuclear power 2024-10-18T11:49 財經茄呢啡 核電板塊再次迎來一波爆升,其中,背靠「CHATGPT之父」奧爾特曼支撐的核電股 OKLO INC(OKLO.US) 、小型模塊化反應堆開發商 NUSCALE POWER(SMR.US) 一夜飆升逾40%。
Nuclear power 2024-10-17T11:57 財經茄呢啡 10月17日|中廣核礦業漲超8%,中廣核新能源、中廣核電力漲超3%。消息面上,為發展數據中心,滿足日益增加的人工智能與雲計算需求,美國科技巨頭們已紛紛盯上了清潔能源核能來發電,也在過去一個月間有幫推動美股核電概念股不斷走高。
Nuclear power 2024-10-17T11:57 財經茄呢啡 10月17日|受隔夜美股市場核電股集體大漲推動,港股市場核電股今早集體高開。其中,中廣核礦業漲超10%,中廣核電力漲2.7%,中廣核新能源漲2.2%。
Nuclear power 2024-10-17T11:57 財經茄呢啡 繼谷歌投資核電廠後,亞馬遜也開拓核能,以解決數據中心電荒問題,隔晚美國核電概念股抽升,本港上市的核電股亦造好。
Nuclear power 2024-10-17T11:57 財經茄呢啡 恆指漲超2%,恆生科技指數漲2.61%,港股核電股走強,中廣核礦業漲超8%、中廣核新能源、中廣核電力漲超3%。
Nuclear power 2024-10-17T11:57 財經茄呢啡 中廣核電力:8月下旬,花旗公布研究報告稱,考慮中廣核電力上半年業績優於預期後,輕微調高公司今年至2026年的純利預料1%至2%,目標價增11.1%,由3.6港元升至4港元,重申「買進」評級,料中廣核電力下半年的發電能會提升,停機次數消減,而A股的可轉換債券發行將有利於H股股東。
Nuclear power 2024-10-08T12:00 財經茄呢啡 國家核電成立於2007年,作為國家電投集團核電業務平台,國家核電還全資控股中電投廣西核電有限公司、國核重慶核電有限公司、國核湛江核電有限公司、國核吉林核電有限公司等多家公司,持有江西核電有限公司55%股份,華能石島灣核電開發有限公司25%等。上述公司涉及廣西白龍核電、華能石島灣核電和廣東廉江核電等項目。
Nuclear power 2024-10-06T11:44 財經茄呢啡 因為核電建設周期長,需要鉅額資產支撐,因此核電巨頭積極對接資本市場。大陸核電雙巨頭此前已上市,中廣核電力2014年12月在香港聯交所主板掛牌交易;中核集團控股的中國核電2015年6月掛牌上市,成為A股首家純核電上市企業;2019年8月,中國廣核在深交所中小板掛牌上市。
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