ai needs power, and nuke is deemed the best solution. gov offered the grants for that recently. there are only a handful of nuke companies in the us, they have to work very hard to meet the needs of the power thrirst. it is not going to be just a year or two. a 100% increase of stock value in the sector is just a tip of a iceburg, think of how many times nvda stock has been folded in the past year.
look at the larger pic
所有跟帖:
• 主要是對這個行業是白紙。是小反應椎還是核電輸送值得投資,還不太懂 -三心三意- ♂ (0 bytes) () 10/25/2024 postreply 10:04:00
• 人們首先注意小反應堆,很快就會擴大到關注電站輸送等係統部分 -老生長談- ♂ (0 bytes) () 10/25/2024 postreply 10:10:04
• 我看準的行業,一投就是半米到一米。現在還不敢在核電這樣。哈哈哈 -三心三意- ♂ (0 bytes) () 10/25/2024 postreply 10:06:00
• 你的底子厚,分散點到核電不礙 :) -老生長談- ♂ (0 bytes) () 10/25/2024 postreply 10:11:36