中信证券：AI需求推动核电复兴
2026-07-10 00:23:03
据界面新闻报道，中信证券表示，AI需求引发全球核电行业全面复兴，中国核电已进入常态化核准及建设高峰期。该机构认为，先进反应堆为核电高成长方向，小堆有望成为数据中心供能最优解及电力出海解决方案之一，或带来核电板块估值重估，并建议关注核电核岛设备、阀门、特材、主泵等相关材料企业。
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
Previous article：
高盛限制员工交易部分预测市场合约Next article：
BTC 跌破 63,000 USDT，24 小时涨幅收窄至1.21%
