[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciofe701f56":3},{"user":4,"document":8,"mainDocument":31,"columnUrl":33,"subscription":34,"footer":46,"text":81},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":15,"contentHtml":16,"mainContentHtml":6,"posterUrl":17,"createDate":18,"displayDate":19,"displayDateSlash":20,"pageviews":21,"tags":22,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":27,"videoId":6,"liveVideoUrl":6,"duration":28,"price":28,"priceText":29,"priceBadgeText":29,"priceBadgeClass":30,"freeForMinGroupLevel":28,"redirectUrl":6,"readyToStream":5},"dciofe701f56","AI利好核能，美股核电概念股爆涨25%，高通商讨收购英特尔","\u002Fdoc\u002Fai利好核能美股核电概念股爆涨25高通商讨收购英特尔_1865882038","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","人工智能热潮推动美国核能大爆发！！！","\u003Cp>美国最大的核反应堆运营商CEG能源与微软达成20年协议，同意将该公司计划重启的三里岛核电站所有发电量出售给微软，为其电力需求巨大的人工智能数据中心提供能源。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"518,130\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240921\u002Fv2_ea9567ece7c04e00b939629124969e33@5576020_oswg20917oswg518oswg130_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\" width=\"577\" height=\"145\">\u003C\u002Ffigure>\n\u003Cp>受此消息影响，CEG周五开盘后跳涨近14%，刷新股价历史新高。与此同时，小型核反应堆初创公司 \u003Cstrong>Oklo Inc (OKLO) 拉涨超20%， Vistra Energy (VST) 拉升逾8%，铀矿股 Cameco (CCJ) \u003C\u002Fstrong>等相关概念股同样显著拉涨。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"428,130\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240921\u002Fv2_21ba0d2791864129ac28aa6ea85a88dd@5576020_oswg16758oswg428oswg130_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\" width=\"586\" height=\"178\">\u003C\u002Ffigure>\n\u003Cp>CEG能源CFO表示，计划投资16亿美元于2028年重启电厂，预计监管方2027年可完成重启审查。分析认为，\u003Cstrong>这一决定标志着AI产业对核能行业的兴趣激增，因为随着AI对电力需求的飙升，越来越多的人关注到核能发电的潜力\u003C\u002Fstrong>。\u003C\u002Fp>\n\u003Cp>值得注意的是，三哩岛也是在美国历史上留下黑暗一笔的核电站——那里曾发生过美国历史上最严重的商业核电站事故。在1979年3月28日的凌晨，三哩岛核电站2号反应堆发生核熔毁事故。清理工作一直持续到1993年才结束，总共花费近10亿美元（相当于现在的20亿美元）。据美股投资网获悉，事故核反应堆的拆除工作至今还在进行中。\u003C\u002Fp>\n\u003Ch2>\u003Cstrong>AI热潮推动核能复兴\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp>随着科技巨头对于能源需求的激增，叠加这些公司对减碳的承诺，核能正愈发成为重要的选项。今年3月，亚马逊从塔伦能源公司购买了一个自带核电供应的数据中心园区。甲骨文最近也表示，正在设计1处由3个小型核反应堆供电的数据中心。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"800,457\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240921\u002Fv2_1fdf1e37c99c4b80a3dbc47c8710cad6@5576020_oswg111655oswg800oswg457_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\">\u003C\u002Ffigure>\n\u003Cp>考虑到修建新核电站所需的审批和建造流程非常漫长，重启停用的老核电站也被提上台面。位于密歇根州的帕利塞德核电站有望成为美国历史上第一个重启运营的核电站，预计将在2025年底恢复供电。\u003C\u002Fp>\n\u003Cp>当然，要重启一个建造于上个世纪的核电站并非易事。据悉，CEG能源在过去的20个月里一直在检查这个反应堆，寻找腐蚀或老化的迹象。公司需要更换反应堆的主电力变压器，并恢复涡轮机和冷却系统的运转。如果顺利恢复，三哩岛1号反应堆的发电容量将达到835兆瓦，足以为超过70万个家庭供电。当然，这座核电站的服务对象，将变成微软的数据中心。\u003C\u002Fp>\n\u003Cp>今天特斯拉小幅回调2.5%，我们昨天文章中就提到\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"256,130\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240921\u002Fv2_6305a3faef4044119e118ab96e3c91cf@5576020_oswg11981oswg256oswg130_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\" width=\"453\" height=\"230\">\u003C\u002Ffigure>\n\u003Cp>我们239.5美元就设置了止盈，落袋为安，有图有证据\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"436,86\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240921\u002Fv2_546ad52be96644c386076e59eb8ed2e3@5576020_oswg16625oswg436oswg86_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\" width=\"598\" height=\"118\">\u003C\u002Ffigure>\n\u003Cp>文章：\u003Ca href=\"http:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917149916&idx=1&sn=4c9fa760dfccd5f98945950d0d218653&chksm=8edcd73bb9ab5e2d1414ae07f68c349f426253f071cc1c1bffe2533559e9707c8b2be20cf36b&scene=21#wechat_redirect\" target=\"_blank\" rel=\"noopener noreferrer\">美股创历史新高！特斯拉狂涨8%，到底发生了什么？\u003C\u002Fa>\u003C\u002Fp>\n\u003Cp>在上一轮降息周期的初期，尽管市场初步反应导致部分科技巨头股价小幅下滑，但这种趋势并未持续。随着时间的推移，这些公司的股价在降息后的3个月、6个月和12个月均实现了显著增长。\u003Cstrong>特别是特斯拉，其股价在降息后的一年内实现了近5倍的惊人增长，特斯拉在降息时会获得更大的提升。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>\u003Cstrong>“降息将对长周期——高市盈率——的成长型股票产生最大的提振，”“长周期”是指投资者回收初始债券投资所需的时间。\u003C\u002Fstrong>高息债券的期限较短，意味着在利息支付时能更快回收更多资金。较长期限的债券对利率变化更为敏感。\u003C\u002Fp>\n\u003Cp>尽管如此，预期上限的降息应当有利于汽车股。较低的利率使得购车融资变得更加实惠，减少了降价的压力，并提升了需求。\u003C\u002Fp>\n\u003Ch2>\u003Cstrong>高通已与英特尔商讨收购事宜\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp>今天还有一则重磅突发消息，在盘中被我们监测到，就是传高通已与英特尔商讨收购事宜。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"366,413\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240921\u002Fv2_b46fdd663c80418199ad99e096a0dfe1@5576020_oswg32704oswg366oswg413_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\" width=\"516\" height=\"582\">\u003C\u002Ffigure>\n\u003Cp>英特尔股价盘中冲高7%，\u003Cstrong>突发消息称，高通已经探索收购英特尔部分股权的可能性。据两位知情人士透露，该公司正在寻求收购英特尔的设计业务\u003C\u002Fstrong>，以丰富其产品组合。知情人士称，英特尔目前正努力创造现金，并希望剥离业务部门并出售其他资产。\u003C\u002Fp>\n\u003Cp>英特尔曾是全球最大芯片制造商，但该公司正在艰难应对销售的疲软和亏损的扩大。该公司的市值目前不到1000亿美元，约为高通的一半。尽管如此，这笔收购仍会成为半导体市场有史以来最大的交易，可能会改变整个行业。\u003C\u002Fp>\n\u003Cp>我们美股投资网就在两天前，就提示VIP社群，入手 英特尔 INTC，价格21.6美元，今天大涨到22.6美元，截图曝光\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"746,358\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240921\u002Fv2_fc4ba5aea0184dcfbe3f317900f816f7@5576020_oswg102273oswg746oswg358_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\">\u003C\u002Ffigure>\n\u003Cp>如果英特尔被收购成功，股价将继续冲高！\u003C\u002Fp>","https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202409-stk\u002FUploadervs145lxu0ha_2024_09_20_17_45_09.jpeg","2024-09-21T00:43:26.95","2024.09.21","2024\u002F09\u002F21",44049,[23,24,25,26],"CEG","AMZN","TSLA","INTC","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":15,"contentHtml":16,"mainContentHtml":6,"posterUrl":17,"createDate":18,"displayDate":19,"displayDateSlash":20,"pageviews":21,"tags":32,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":27,"videoId":6,"liveVideoUrl":6,"duration":28,"price":28,"priceText":29,"priceBadgeText":29,"priceBadgeClass":30,"freeForMinGroupLevel":28,"redirectUrl":6,"readyToStream":5},[23,24,25,26],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":35,"services":36,"recentDocuments":45},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[37,41],{"productId":38,"serviceName":39,"priceText":40},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":42,"serviceName":43,"priceText":44},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":47,"images":72,"summaryHtml":77,"aboutTitle":78,"aboutHtml":79,"copyrightHtml":80},[48,51,54,57,60,63,66,69],{"label":49,"url":50},"深度报告","\u002Fcol\u002FdepthReport",{"label":52,"url":53},"VIP会员","\u002Fplan",{"label":55,"url":56},"期权推荐","\u002FOption",{"label":58,"url":59},"低价暴涨股","\u002FPenny",{"label":61,"url":62},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":64,"url":65},"美股课程","\u002Fcol\u002Fvideos",{"label":67,"url":68},"免责声明","\u002Fdisclaimer",{"label":70,"url":71},"联系我们","\u002FContactUs",[73,74,75,76],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":82,"search":83,"searchPlaceholder":83,"hotContent":84,"draft":85,"noData":86,"searchNoData":87,"edit":88,"editVideo":89,"courseContent":90,"more":91,"buyNow":92,"subscribeNow":93,"encoding":94,"paidContent":95},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]