<h2>人工智能对电力的渴求促使投资者重新关注核能电厂</h2>
<ul>
<li>随着人工智能项目和其他能源密集型工作的激增，核能需求上升。</li>
<li>与其他化石燃料替代品相比，核电的碳排放特别低，这使其对寻求可持续能源的科技公司具有吸引力。</li>
<li>核电是稳定的能源来源，不像风能和太阳能等绿色能源那样不稳定。</li>
<li>CEG、SMR、OKLO 和 VST 是具有流动性期权和股票市场的核能股票。</li>
</ul>
<p>几年前，当人工智能吸引公众注意时，<strong>NVIDIA</strong> (NVDA) 似乎是主要受益者，其股价大幅上涨。芯片制造商和其他人工智能股票在科技行业中占据了重要地位，像 <strong>Google</strong> (GOOGL)、<strong>Amazon</strong> (AMZN) 和 <strong>Microsoft</strong> (MSFT) 等 “七大奇迹” 股票纷纷追赶人工智能的热潮。如今，人工智能技术触手可及，像 ChatGPT 这样的产品正在推动工作场所的发展，人工智能甚至在我们阅读短信之前就为其进行了总结。</p>
<p>随着人工智能的持续发展和能源需求的激增，数据中心和人工智能公司需要找到一种成本效益高、可持续的能源来源。核能目前正受到需求，原因显而易见。</p>
<h2><strong>用核能为人工智能提供动力</strong></h2>
<p>在低成本、可持续能源方面，核电处于讨论的前沿。如今，数据中心对能源的需求大幅增加，巨大的计算能力需求使得化石燃料解决方案已无法满足。风能和太阳能是替代的绿色解决方案，但并不是稳定的能源来源。</p>
<p>最近，一些核能股票引起了很多关注，但我想专注于_可交易_的核能股票——那些具有流动性股票市场和流动性期权市场的股票。四家公司在活跃的期权市场中脱颖而出，提供每月和每周到期的期权，并且它们的买卖价差相对合理。请查看下面的列表，了解 2025 年的核能股票机会。</p>
<h2><strong>Constellation Energy Corp.</strong> (CEG)</h2>
<p>CEG 股票的交易价格约为每股 221 美元，接近 2025 年的低点。根据当前的隐含波动率，预计到 2026 年 1 月的股票价格范围为 +/- 74.66 美元。它是美国最大的核电厂运营商，最近收购了大型天然气和地热公司 Calpine。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt6b63aaa1b66540d5/67ed9db5b004640d4b56522e/CEG_YTD_0402.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTI1OTI?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt6b63aaa1b66540d5/67ed9db5b004640d4b56522e/CEG_YTD_0402.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTI1OTI"/></p>
<h2><strong>NuScale Power Corp.</strong> (SMR)</h2>
<p>SMR 股票的交易价格约为每股 15 美元，接近 2025 年的低点。根据当前的隐含波动率，预计到明年 1 月的股票价格范围为 +/- 8.17 美元。NuScale 是小型模块化反应堆（SMRs）生产的领导者，制造美国唯一获得批准的传统水冷 SMRs。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blte748a47723654f63/67ed9db55398d14b48393bbc/SMR_YTD_0402.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTI1OTY?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blte748a47723654f63/67ed9db55398d14b48393bbc/SMR_YTD_0402.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTI1OTY"/></p>
<h2><strong>Oklo</strong> (OKLO)</h2>
<p>OKLO 股票的交易价格约为每股 22 美元，接近今年的低点。根据当前的隐含波动率，预计到明年 1 月的股票价格范围为 +/- 13.99 美元。它制造 SMRs，但专注于液态金属冷却的快堆反应堆，这些反应堆可以在较低温度下运行，并重复利用其他反应堆的燃料。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt681b9037e8ad7123/67ed9db5b41d3867d678007c/OKLO_YTD_0402.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTI1OTg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt681b9037e8ad7123/67ed9db5b41d3867d678007c/OKLO_YTD_0402.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTI1OTg"/></p>
<p>]</p>
<h2><strong>Vistra</strong> (VST)</h2>
<p>VST 股票的交易价格约为每股 125 美元，接近 2025 年的低点。根据当前的隐含波动率，预计到明年 1 月的股票价格范围为 +/- 50.62 美元。Vistra 是一家财富 500 强公司，拥有核能、天然气、煤炭、太阳能和电池储能设施的组合。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt4abb191b19102aa9/67ed9db5a3b785c9dbf7d26e/VST_YTD_0402.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTI1OTA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt4abb191b19102aa9/67ed9db5a3b785c9dbf7d26e/VST_YTD_0402.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTI1OTA"/></p>
<p><strong>Mike Butler</strong>，<em>tastylive 市场情报总监，已经在市场和交易领域工作了十年。他出现在</em> <em>Options Trading Concepts Live</em> <em>节目中，周一至周五播出。</em>@tradermikeyb</p>
<p><strong>有关实时每日节目、市场新闻和评论</strong> <em>，请访问</em> <em>tastylive</em> <em>或 YouTube 频道</em> <em>tastylive</em> <em>(针对期权交易者)，以及</em> <em>tastyliveTrending</em> _（针对股票、期货、外汇和宏观经济）。</p>
<p><strong>与更好的经纪商交易</strong> <em>，</em> _今天开设一个 tastytrade 账户。tastylive, Inc. 和 tastytrade, Inc. 是独立但相关的公司。</p>

OKLO

<p>核能股票因可持续能源需求上升而受到关注，尤其是由于人工智能项目的能源需求。主要参与者包括 Constellation Energy Corp.（CEG）、NuScale Power Corp.（SMR）、Oklo（OKLO）和 Vistra（VST），这些公司都有活跃的期权市场。CEG 的交易价格为 221 美元，SMR 为 15 美元，OKLO 为 22 美元，VST 为 125 美元，预计价格范围反映了当前市场的波动性。这些公司正处于满足数据中心和人工智能技术日益增长的能源需求的有利位置</p>

<h2>AI’s thirst for electricity is prompting investors to take a second look at atomic energy plants</h2>
<div class="lb-trans"><h2>人工智能对电力的渴求促使投资者重新关注核能电厂</h2>
</div><ul>
<li>Nuclear energy is in demand with the surge in AI projects and other energy-intensive endeavors.</li>
<li>Nuclear power is particularly low in carbon emissions when compared to other fossil fuel alternatives, which makes it enticing for tech companies looking for sustainable energy.</li>
<li>Nuclear power is a consistent source of energy, unlike green sources like wind and solar power.</li>
<li>CEG,SMR,OKLO and VST are nuclear energy stocks with liquid options and stock marketplaces.</li>
</ul>
<div class="lb-trans"><ul>
<li>随着人工智能项目和其他能源密集型工作的激增，核能需求上升。</li>
<li>与其他化石燃料替代品相比，核电的碳排放特别低，这使其对寻求可持续能源的科技公司具有吸引力。</li>
<li>核电是稳定的能源来源，不像风能和太阳能等绿色能源那样不稳定。</li>
<li>CEG、SMR、OKLO 和 VST 是具有流动性期权和股票市场的核能股票。</li>
</ul>
</div><p>When artificial intelligence captured the public’s attention a few years ago, <strong>NVIDIA</strong> (NVDA) seemed to be the main beneficiary with such a huge stock price run-up. Chipmakers and other AI stocks took hold of the tech sector, as Magnificent Seven stocks like <strong>Google</strong>(GOOGL), <strong>Amazon</strong> (AMZN) and <strong>Microsoft</strong> (MSFT) scrambled to catch up to the AI boom. Now, AI technology is at our fingertips with products like ChatGPT fueling workplaces, and AI summarizing our text messages before we even read them.</p>
<div class="lb-trans"><p>几年前，当人工智能吸引公众注意时，<strong>NVIDIA</strong> (NVDA) 似乎是主要受益者，其股价大幅上涨。芯片制造商和其他人工智能股票在科技行业中占据了重要地位，像 <strong>Google</strong> (GOOGL)、<strong>Amazon</strong> (AMZN) 和 <strong>Microsoft</strong> (MSFT) 等 “七大奇迹” 股票纷纷追赶人工智能的热潮。如今，人工智能技术触手可及，像 ChatGPT 这样的产品正在推动工作场所的发展，人工智能甚至在我们阅读短信之前就为其进行了总结。</p>
</div><p>With AI here to stay and energy demand through the roof, data centers and AI companies need to find a cost-efficient, sustainable energy source. Nuclear energy is in demand right now—for many logical reasons.</p>
<div class="lb-trans"><p>随着人工智能的持续发展和能源需求的激增，数据中心和人工智能公司需要找到一种成本效益高、可持续的能源来源。核能目前正受到需求，原因显而易见。</p>
</div><h2><strong>Powering AI with nuclear energy</strong></h2>
<div class="lb-trans"><h2><strong>用核能为人工智能提供动力</strong></h2>
</div><p>When it comes to low-cost, sustainable energy, nuclear power is at the forefront of the conversation. Data centers require so much more energy these days with massive computing power needs, and fossil fuel solutions just aren't cutting it anymore. Wind and solar energy are alternative green solutions but are not consistent sources of energy.</p>
<div class="lb-trans"><p>在低成本、可持续能源方面，核电处于讨论的前沿。如今，数据中心对能源的需求大幅增加，巨大的计算能力需求使得化石燃料解决方案已无法满足。风能和太阳能是替代的绿色解决方案，但并不是稳定的能源来源。</p>
</div><p>A handful of nuclear energy stocks have garnered a lot of attention recently, but I want to focus on <em>tradable</em> nuclear energy stocks—those with liquid stock markets but also liquid options markets. Four companies stand out with vibrant options markets offering monthly and weekly expiration cycles, and they have decent bid-ask spreads across the board. Check out the list below for nuclear energy stock opportunities in 2025.</p>
<div class="lb-trans"><p>最近，一些核能股票引起了很多关注，但我想专注于_可交易_的核能股票——那些具有流动性股票市场和流动性期权市场的股票。四家公司在活跃的期权市场中脱颖而出，提供每月和每周到期的期权，并且它们的买卖价差相对合理。请查看下面的列表，了解 2025 年的核能股票机会。</p>
</div><h2><strong>Constellation Energy Corp.</strong> (CEG)</h2>
<div class="lb-trans"><h2><strong>Constellation Energy Corp.</strong> (CEG)</h2>
</div><p>CEG stock is trading around $221 per share, near the low of 2025. It has a +/- $74.66 expected stock price range through January of ’26, based on current implied volatility. It’s the largest U.S. nuclear power plant operator and recently acquired Calpine, a large natural gas and geothermal company.</p>
<div class="lb-trans"><p>CEG 股票的交易价格约为每股 221 美元，接近 2025 年的低点。根据当前的隐含波动率，预计到 2026 年 1 月的股票价格范围为 +/- 74.66 美元。它是美国最大的核电厂运营商，最近收购了大型天然气和地热公司 Calpine。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt6b63aaa1b66540d5/67ed9db5b004640d4b56522e/CEG_YTD_0402.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTI1OTI" alt="" original-src="https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt6b63aaa1b66540d5/67ed9db5b004640d4b56522e/CEG_YTD_0402.png?format=pjpg&amp;auto=webp&amp;quality=50&amp;width=2592&amp;disable=upscale"/></p>
<h2><strong>NuScale Power Corp.</strong> (SMR)</h2>
<div class="lb-trans"><h2><strong>NuScale Power Corp.</strong> (SMR)</h2>
</div><p>SMR stock is trading around $15 per share, near the low of 2025. The company has a +/- $8.17 expected stock price range through January of next year, based on current implied volatility. NuScale is the leader in small modular reactor production (SMRs), manufacturing the only traditional, water-cooled approved SMRs for use in the U.S.</p>
<div class="lb-trans"><p>SMR 股票的交易价格约为每股 15 美元，接近 2025 年的低点。根据当前的隐含波动率，预计到明年 1 月的股票价格范围为 +/- 8.17 美元。NuScale 是小型模块化反应堆（SMRs）生产的领导者，制造美国唯一获得批准的传统水冷 SMRs。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blte748a47723654f63/67ed9db55398d14b48393bbc/SMR_YTD_0402.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTI1OTY" alt="" original-src="https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blte748a47723654f63/67ed9db55398d14b48393bbc/SMR_YTD_0402.png?format=pjpg&amp;auto=webp&amp;quality=50&amp;width=2596&amp;disable=upscale"/></p>
<h2><strong>Oklo</strong> OKLO)</h2>
<div class="lb-trans"><h2><strong>Oklo</strong> (OKLO)</h2>
</div><p>Stock in OKLO stock is trading around $22 per share, near this year’s low. The expected stock price range through next January is +/- $13.99, based on current implied volatility. It manufactures SMRs but focuses on liquid-metal-cooled fast reactors that can run at lower temperatures and reuse fuel from other reactors</p>
<div class="lb-trans"><p>OKLO 股票的交易价格约为每股 22 美元，接近今年的低点。根据当前的隐含波动率，预计到明年 1 月的股票价格范围为 +/- 13.99 美元。它制造 SMRs，但专注于液态金属冷却的快堆反应堆，这些反应堆可以在较低温度下运行，并重复利用其他反应堆的燃料。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt681b9037e8ad7123/67ed9db5b41d3867d678007c/OKLO_YTD_0402.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTI1OTg" alt="" original-src="https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt681b9037e8ad7123/67ed9db5b41d3867d678007c/OKLO_YTD_0402.png?format=pjpg&amp;auto=webp&amp;quality=50&amp;width=2598&amp;disable=upscale"/></p>
<p>]</p>
<div class="lb-trans"><p>]</p>
</div><h2><strong>Vistra</strong>(VST)</h2>
<div class="lb-trans"><h2><strong>Vistra</strong> (VST)</h2>
</div><p>VST stock istrading around $125 per share, near the 2025 low. It has a +/- $50.62 expected stock price range through this coming January, based on current implied volatility. Vistra, a fortune 500 company, has a portfolio of nuclear, natural gas, coal, solar and battery energy storage facilities.</p>
<div class="lb-trans"><p>VST 股票的交易价格约为每股 125 美元，接近 2025 年的低点。根据当前的隐含波动率，预计到明年 1 月的股票价格范围为 +/- 50.62 美元。Vistra 是一家财富 500 强公司，拥有核能、天然气、煤炭、太阳能和电池储能设施的组合。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt4abb191b19102aa9/67ed9db5a3b785c9dbf7d26e/VST_YTD_0402.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTI1OTA" alt="" original-src="https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt4abb191b19102aa9/67ed9db5a3b785c9dbf7d26e/VST_YTD_0402.png?format=pjpg&amp;auto=webp&amp;quality=50&amp;width=2590&amp;disable=upscale"/></p>
<p><strong>Mike Butler</strong>, <em>tastylive director of market intelligence, has been in the markets and trading for a decade. He appears on</em> <em>Options Trading Concepts Live</em> <em>, airing Monday-Friday.</em>@tradermikeyb</p>
<div class="lb-trans"><p><strong>Mike Butler</strong>，<em>tastylive 市场情报总监，已经在市场和交易领域工作了十年。他出现在</em> <em>Options Trading Concepts Live</em> <em>节目中，周一至周五播出。</em>@tradermikeyb</p>
</div><p><strong>For live daily programming, market news and commentary</strong> <em>, visit</em> <em>tastylive</em> <em>or the YouTube channels</em> <em>tastylive</em> <em>(for options traders), and</em> <em>tastyliveTrending</em> <em>for stocks, futures, forex &amp; macro.</em></p>
<div class="lb-trans"><p><strong>有关实时每日节目、市场新闻和评论</strong> <em>，请访问</em> <em>tastylive</em> <em>或 YouTube 频道</em> <em>tastylive</em> <em>(针对期权交易者)，以及</em> <em>tastyliveTrending</em> _（针对股票、期货、外汇和宏观经济）。</p>
</div><p><strong>Trade with a better broker</strong> <em>,</em> <em>open a tastytrade account</em> <em>today. tastylive, Inc. and tastytrade, Inc. are separate but affiliated companies.</em></p>
<div class="lb-trans"><p><strong>与更好的经纪商交易</strong> <em>，</em> _今天开设一个 tastytrade 账户。tastylive, Inc. 和 tastytrade, Inc. 是独立但相关的公司。</p>
</div>

2025 年 4 月最佳核能股