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投资核能：人工智能经济的坚实后盾

各国政府正重新认识到，实现净零排放需要可靠的基载电力，而不仅仅是间歇性发电

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    • 核能复兴凭借其卓越的能源投资回报率，可能释放颠覆性的生产力增长。
    • 核能复兴凭借其卓越的能源投资回报率，可能释放颠覆性的生产力增长。 图片来源：PIXABAY

    Daryl Ho

    Published Tue, Nov 4, 2025 · 02:25 PM

    本文由AI辅助翻译

    查看原文

    在研究市场多年后，我发现最经久不衰的投资故事，并非那些经常占据新闻头条的热点，而是那些在幕后默默耕耘、至关重要的公司——它们如同让一切得以规模化的无声管道系统。

    其中有两个趋势尤其显而易见：其一，人工智能（AI）应用的加速普及给电力带来了需求冲击；其二，核能是一种成熟的低碳能源，能够大规模满足这一需求。

    除了历史上关于恐惧与核辐射的头条新闻，如今随着政策终于跟上了物理学的现实，关于核能的叙事正在改变。各国政府正重新认识到，实现净零排放需要可靠的基载电力，而不仅仅是间歇性发电。这种转变如今体现在实际的协议签署中，而非仅仅是口号。

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