关于SMRs 的一点再思考

Trump Nuclear E O News Sends SMR s Higher

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

 

虽然昨天SMRs 盘后逆势暴涨 8-18%左右， 但是从之前观察投资VST到DD 其他如成熟如CCJ等过去20年的情况，在基本面上同意下面这个观点：

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) （见上面链接）

 

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： 

• 谢谢分享。 -小松松- ♀ (0 bytes) () 05/23/2025 postreply 09:12:14

• SMR 现在risky，热炒的因素很大。除非你对那家公司有深入的了解，否者肯定有更好的机会再进的。 -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 更稳妥但是也更无趣 -gastank1289- ♂ (0 bytes) () 05/23/2025 postreply 09:29:52

• CEG 严格来说不是纯核电（就像VST也不是纯核电）。 这些公司属于第一线（电）能源service provider -三心三意- ♂ (0 bytes) () 05/23/2025 postreply 09:45:45

• 核能股现在EPS在增长的路上， 可是挥发性很大。 -musicfuture123- ♂ (45 bytes) () 05/23/2025 postreply 09:45:27