關於SMRs 的一點再思考

Trump Nuclear E O News Sends SMR s Higher

https://www.investors.com/news/trump-nuclear-executive-order-nuclear-sp-500-stocks-oklo-surge/

 

雖然昨天SMRs 盤後逆勢暴漲 8-18%左右， 但是從之前觀察投資VST到DD 其他如成熟如CCJ等過去20年的情況，在基本麵上同意下麵這個觀點：

Nuke hype just hit the headlines (again) 

Nuclear stocks like? Oklo and?NuScale are surging on reports that?US President Donald Trump may invoke the Defense Production Act?to turbocharge reactor builds and secure uranium supply chains. (Read) （見上麵鏈接）

 

Sounds electrifying, right? 

 

Not so fast. 

 

Even with Uncle Sam fast-tracking paperwork,?nuclear buildout is still a bureaucratic beast. New reactors could take?decades?to meaningfully juice AI, data centers, or the grid. 

 

I get it but would rather bet on old school dinosaur juice, midstream transporters, pipelines and utility grade reliability over headline sizzle. 

 

Nukes are gonna be cool in 2040, but cash flow is a lot cooler now. 

 

IMHO. 

 

所有跟帖： 

• 謝謝分享。 -小鬆鬆- ♀ (0 bytes) () 05/23/2025 postreply 09:12:14

• SMR 現在risky，熱炒的因素很大。除非你對那家公司有深入的了解，否者肯定有更好的機會再進的。 -三心三意- ♂ (0 bytes) () 05/23/2025 postreply 09:25:05

• 是的！ -NewLeaf2021- ♀ (0 bytes) () 05/23/2025 postreply 09:45:43

• ceg 更穩妥但是也更無趣 -gastank1289- ♂ (0 bytes) () 05/23/2025 postreply 09:29:52

• CEG 嚴格來說不是純核電（就像VST也不是純核電）。 這些公司屬於第一線（電）能源service provider -三心三意- ♂ (0 bytes) () 05/23/2025 postreply 09:45:45

• 核能股現在EPS在增長的路上， 可是揮發性很大。 -musicfuture123- ♂ (45 bytes) () 05/23/2025 postreply 09:45:27