---
title: "由于政策和人工智能需求的推动，能源和核能行业出现激增"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/287090270.md"
description: "能源行业因石油和天然气价格上涨而蓬勃发展，XLE ETF 今年上涨近 38%。美国计划到 2050 年将核能产能提高四倍，这引发了对铀供应商如 Cameco 的兴趣。此外，NextEra 以 668 亿美元收购道明尼资源，将形成最大的公用事业公司之一，增强人工智能时代的基础设施"
datetime: "2026-05-20T15:23:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287090270.md)
  - [en](https://longbridge.com/en/news/287090270.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287090270.md)
---

# 由于政策和人工智能需求的推动，能源和核能行业出现激增

Why energy is hot: Rising oil and gas prices, tight supply, and strong demand have boosted energy funds, with the XLE ETF up nearly 38% year-to-date. Nuclear revival: U.S. plans to quadruple nuclear capacity by 2050 are driving interest in uranium suppliers like Cameco and SMR developers such as NuScale and Oklo. Mega utility deal: NextEra’s $66.8B purchase of Dominion will create one of the world’s largest utilities, expanding capacity to meet AI-era infrastructure needs.

### 相关股票

- [CCJ.US](https://longbridge.com/zh-CN/quote/CCJ.US.md)
- [D.US](https://longbridge.com/zh-CN/quote/D.US.md)
- [XLE.US](https://longbridge.com/zh-CN/quote/XLE.US.md)
- [SMR.US](https://longbridge.com/zh-CN/quote/SMR.US.md)
- [OKLO.US](https://longbridge.com/zh-CN/quote/OKLO.US.md)
- [NEE.US](https://longbridge.com/zh-CN/quote/NEE.US.md)
- [NEE-N.US](https://longbridge.com/zh-CN/quote/NEE-N.US.md)
- [NEE-W.US](https://longbridge.com/zh-CN/quote/NEE-W.US.md)
- [NEP.US](https://longbridge.com/zh-CN/quote/NEP.US.md)
- [NEE-R.US](https://longbridge.com/zh-CN/quote/NEE-R.US.md)
- [NEE-T.US](https://longbridge.com/zh-CN/quote/NEE-T.US.md)
- [NEE-U.US](https://longbridge.com/zh-CN/quote/NEE-U.US.md)
- [NEE-S.US](https://longbridge.com/zh-CN/quote/NEE-S.US.md)
- [NEE-V.US](https://longbridge.com/zh-CN/quote/NEE-V.US.md)

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