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
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主要是对这个行业是白纸。是小反应椎还是核电输送值得投资,还不太懂
-三心三意-
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10/25/2024 postreply
10:04:00
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人们首先注意小反应堆,很快就会扩大到关注电站输送等系统部分
-老生长谈-
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10/25/2024 postreply
10:10:04
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我看准的行业,一投就是半米到一米。现在还不敢在核电这样。哈哈哈
-三心三意-
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10/25/2024 postreply
10:06:00
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你的底子厚,分散点到核电不碍 :)
-老生长谈-
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10/25/2024 postreply
10:11:36