--- title: "随着人工智能推动电力需求,核能需求激增" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/287619392.md" description: "核能因人工智能驱动的数据中心对电力需求的增加以及脱碳努力而重新崛起。美国陆军的 Janus 计划计划在 2028 年前部署微反应堆,以增强能源安全。此外,随着该行业受益于创纪录的产量和新反应堆项目,多样化的核能 ETF 也在获得关注" datetime: "2026-05-26T10:30:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287619392.md) - [en](https://longbridge.com/en/news/287619392.md) - [zh-HK](https://longbridge.com/zh-HK/news/287619392.md) --- # 随着人工智能推动电力需求,核能需求激增 Why nuclear is back: After years of decline post-Fukushima, nuclear power is rebounding to meet surging electricity demand from AI-driven data centers and decarbonization goals. Military's nuclear push: The US Army’s Janus Program aims to deploy operational microreactors by 2028, enhancing energy security and paving the way for commercial adoption. Investor opportunities: Diversified nuclear ETFs with exposure to uranium miners and utilities are gaining as the sector benefits from record output and new reactor projects. ### 相关股票 - [562960.CN](https://longbridge.com/zh-CN/quote/562960.CN.md) - [NUKZ.US](https://longbridge.com/zh-CN/quote/NUKZ.US.md) - [562550.CN](https://longbridge.com/zh-CN/quote/562550.CN.md) - [JXI.US](https://longbridge.com/zh-CN/quote/JXI.US.md) - [XLU.US](https://longbridge.com/zh-CN/quote/XLU.US.md) - [URA.US](https://longbridge.com/zh-CN/quote/URA.US.md) - [561700.CN](https://longbridge.com/zh-CN/quote/561700.CN.md) - [URNM.US](https://longbridge.com/zh-CN/quote/URNM.US.md) - [159611.CN](https://longbridge.com/zh-CN/quote/159611.CN.md) - [URAN.US](https://longbridge.com/zh-CN/quote/URAN.US.md) - [NLR.US](https://longbridge.com/zh-CN/quote/NLR.US.md) ## 相关资讯与研究 - [最好的可再生能源投资在海外](https://longbridge.com/zh-CN/news/288887619.md) - [降本 30%+ 算电联动!全球首个预制算力中心底座落户青岛;绿色电力 ETF 易方达(562960)近 20 日揽金 6.8 亿](https://longbridge.com/zh-CN/news/288996824.md) - [陕西省发改委:督促煤炭企业在安全前提下依法合规释放先进产能,应产尽产、稳产增产](https://longbridge.com/zh-CN/news/289182741.md) - [理解市场 | 电力设备股跌幅居前 东方电气跌近 10% 油气价格上涨或抑制燃气轮机需求](https://longbridge.com/zh-CN/news/289268392.md) - [来自核能内容中心的 Steffan Szumowki 详细介绍了合作伙伴关系和积极情绪如何推动美国核能的发展 | NUKZ 股票新闻](https://longbridge.com/zh-CN/news/286006052.md)