<p>在 <strong>唐纳德·特朗普</strong> 总统的领导下，能源部积极推动国内核能行业的发展。</p>
<ul>
<li><strong>OKLO 股票正在波动。详情请见这里。</strong></li>
</ul>
<p>新的 <strong>国防生产法联盟</strong>——一个旨在重建整个美国核燃料循环的倡议，从铀矿开采到先进反应堆部署——于周二召开了首次会议。</p>
<h2><strong>能源部联盟会议及新倡议</strong></h2>
<p>在会议上，能源部汇集了核能公司、政府机构和供应链合作伙伴，以概述美国核燃料基础设施中的差距和机遇。</p>
<p>新成立的国防生产法联盟直接响应了特朗普总统关于 “重振核工业基础” 的行政命令。</p>
<p>该计划授权能源部在核生态系统中建立自愿协议——涵盖开采、转化、浓缩、再处理和先进反应堆燃料制造。</p>
<p>其目的是减少对外国铀的依赖，增强国家能源安全，并加速下一波核反应堆项目的推进。</p>
<h2><strong>聚焦核能股票</strong></h2>
<p>特朗普的核政策可能会在未来几十年内重塑美国能源生产的格局——这也推动了股票的波动。</p>
<ul>
<li><strong>Oklo, Inc.</strong>(NYSE:OKLO)：Oklo 作为联盟的一部分参加了周二的能源部会议。由于战略合作伙伴关系、知名支持者 <strong>萨姆·阿尔特曼</strong> 的支持以及对能源部近期支持的乐观情绪，该股票在 2025 年经历了迅猛的上涨。</li>
</ul>
<ul>
<li><strong>NuScale Power Corp.</strong> (NYSE:SMR)：作为小型模块化反应堆（SMR）部署的先行者，NuScale 的股票今年已翻倍，得益于联邦合同和有利的政策变化。</li>
</ul>
<ul>
<li><strong>Nano Nuclear Energy, Inc.</strong> (NASDAQ:NNE)：Nano Nuclear 因其创新的便携式反应堆技术而受到关注，借助于政府投资和能源部新联盟带来的监管清晰度的广泛支持。</li>
</ul>
<ul>
<li><strong>Terrestrial Energy</strong>，计划与 <strong>HCM II Acquisition Corp.</strong>(NASDAQ:HOND) 合并，是另一家 SMR 公司，并已被选中参与能源部的先进反应堆试点计划和燃料线试点计划。</li>
</ul>
<ul>
<li><strong>铀股票：</strong> <strong>VanEck 铀和核能 ETF</strong>(NYSE:NLR) 追踪铀矿商及相关股票，今年迄今已上涨超过 90%，这得益于对国内铀强劲需求的预期，随着联盟倡议的实施而增强。<strong>铀特许权公司</strong> (NASDAQ:UROY) 和 <strong>铀能源公司</strong> (NYSE:UEC) 也大幅上涨。</li>
</ul>
<ul>
<li><strong>量子股票的反弹让 Shkreli 的空头 ‘相当糟糕’</strong></li>
</ul>
<p><em>照片来源：Shutterstock</em></p>

OKLO

<p>美国能源部在特朗普总统的领导下，通过国防生产法联盟重振美国核能行业，旨在增强核燃料循环并减少对外国铀的依赖。像 Oklo、NuScale 和 Nano Nuclear 这样的关键参与者因政府支持和战略举措而出现股票波动。VanEck 铀和核能 ETF 今年上涨超过 90%，反映出国内对铀的强劲需求。该倡议预计将重塑美国未来多年的能源生产</p>

<p>The Department of Energy, under President <strong>Donald Trump</strong>, has moved aggressively to invigorate the domestic nuclear sector.</p>
<div class="lb-trans"><p>在 <strong>唐纳德·特朗普</strong> 总统的领导下，能源部积极推动国内核能行业的发展。</p>
</div><ul>
<li><strong>OKLO stock is moving. See the details here.</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>OKLO 股票正在波动。详情请见这里。</strong></li>
</ul>
</div><p>The new <strong>Defense Production Act Consortium</strong> — an initiative designed to rebuild the entire U.S. nuclear fuel cycle from uranium mining to advanced reactor deployment — gathered for its first meeting on Tuesday.</p>
<div class="lb-trans"><p>新的 <strong>国防生产法联盟</strong>——一个旨在重建整个美国核燃料循环的倡议，从铀矿开采到先进反应堆部署——于周二召开了首次会议。</p>
</div><h2><strong>DOE Consortium Meeting and New Initiatives</strong></h2>
<div class="lb-trans"><h2><strong>能源部联盟会议及新倡议</strong></h2>
</div><p>During the meeting, the DOE brought together nuclear companies, government agencies and supply-chain partners to outline the gaps and opportunities in America's nuclear fuel infrastructure.</p>
<div class="lb-trans"><p>在会议上，能源部汇集了核能公司、政府机构和供应链合作伙伴，以概述美国核燃料基础设施中的差距和机遇。</p>
</div><p>The newly launched Defense Production Act Consortium responds directly to President Trump's executive order to &#34;Reinvigorate the Nuclear Industrial Base.&#34;</p>
<div class="lb-trans"><p>新成立的国防生产法联盟直接响应了特朗普总统关于 “重振核工业基础” 的行政命令。</p>
</div><p>The program empowers the DOE to establish voluntary agreements across the nuclear ecosystem — covering mining, conversion, enrichment, reprocessing and advanced reactor fuel fabrication.</p>
<div class="lb-trans"><p>该计划授权能源部在核生态系统中建立自愿协议——涵盖开采、转化、浓缩、再处理和先进反应堆燃料制造。</p>
</div><p>The purpose is to slash reliance on foreign uranium, bolster national energy security and accelerate the next wave of nuclear reactor projects.​</p>
<div class="lb-trans"><p>其目的是减少对外国铀的依赖，增强国家能源安全，并加速下一波核反应堆项目的推进。</p>
</div><h2><strong>Spotlight on Nuclear Stocks</strong></h2>
<div class="lb-trans"><h2><strong>聚焦核能股票</strong></h2>
</div><p>Trump's nuclear policies will likely reshape the landscape of American energy generation for decades to come — and it's also driving stock moves.</p>
<div class="lb-trans"><p>特朗普的核政策可能会在未来几十年内重塑美国能源生产的格局——这也推动了股票的波动。</p>
</div><ul>
<li><strong>Oklo, Inc.</strong>(NYSE:OKLO): Oklo participated in the DOE meeting on Tuesday as part of the consortium. The stock experienced a meteoric run in 2025 thanks to strategic partnerships, a high-profile backer in <strong>Sam Altman</strong> and optimism about recent DOE support.​</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Oklo, Inc.</strong>(NYSE:OKLO)：Oklo 作为联盟的一部分参加了周二的能源部会议。由于战略合作伙伴关系、知名支持者 <strong>萨姆·阿尔特曼</strong> 的支持以及对能源部近期支持的乐观情绪，该股票在 2025 年经历了迅猛的上涨。</li>
</ul>
</div><ul>
<li><strong>NuScale Power Corp.</strong> (NYSE:SMR): As a first-mover in small modular reactor (SMR) deployment, NuScale stock has more than doubled this year, driven by federal contracts and favorable policy shifts.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>NuScale Power Corp.</strong> (NYSE:SMR)：作为小型模块化反应堆（SMR）部署的先行者，NuScale 的股票今年已翻倍，得益于联邦合同和有利的政策变化。</li>
</ul>
</div><ul>
<li><strong>Nano Nuclear Energy, Inc.</strong> (NASDAQ:NNE): Nano Nuclear is drawing attention for its innovative approach to portable reactor technology, riding the wider tailwind of government investment and regulatory clarity emerging from DOE's new consortium.​</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Nano Nuclear Energy, Inc.</strong> (NASDAQ:NNE)：Nano Nuclear 因其创新的便携式反应堆技术而受到关注，借助于政府投资和能源部新联盟带来的监管清晰度的广泛支持。</li>
</ul>
</div><ul>
<li><strong>Terrestrial Energy,</strong> set to merge with <strong>HCM II Acquisition Corp.</strong>(NASDAQ:HOND), is another SMR company and has been selected to participate in the DOE's Advanced Reactor Pilot Program and the Fuel Line Pilot Program.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Terrestrial Energy</strong>，计划与 <strong>HCM II Acquisition Corp.</strong>(NASDAQ:HOND) 合并，是另一家 SMR 公司，并已被选中参与能源部的先进反应堆试点计划和燃料线试点计划。</li>
</ul>
</div><ul>
<li><strong>Uranium Stocks:</strong> The <strong>VanEck Uranium and Nuclear ETF</strong>(NYSE:NLR), tracking uranium miners and related plays, is up over 90% year-to-date, driven by expectations of strong demand for domestic uranium as the consortium initiative takes hold.​ <strong>Uranium Royalty Corp.</strong> (NASDAQ:UROY) and <strong>Uranium Energy Corp.</strong> (NYSE:UEC) are also up sharply.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>铀股票：</strong> <strong>VanEck 铀和核能 ETF</strong>(NYSE:NLR) 追踪铀矿商及相关股票，今年迄今已上涨超过 90%，这得益于对国内铀强劲需求的预期，随着联盟倡议的实施而增强。<strong>铀特许权公司</strong> (NASDAQ:UROY) 和 <strong>铀能源公司</strong> (NYSE:UEC) 也大幅上涨。</li>
</ul>
</div><ul>
<li><strong>Quantum Stock Rally Leaves Shkreli’s Short ‘Pretty F***n’ Far From Okay’</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>量子股票的反弹让 Shkreli 的空头 ‘相当糟糕’</strong></li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片来源：Shutterstock</em></p>
</div>

Oklo 及其他核能股票——由美国能源部推动