<h2>人工智能對電力的渴求促使投資者重新關注核能電廠</h2>
<ul>
<li>隨着人工智能項目和其他能源密集型工作的激增，核能需求上升。</li>
<li>與其他化石燃料替代品相比，核電的碳排放特別低，這使其對尋求可持續能源的科技公司具有吸引力。</li>
<li>核電是穩定的能源來源，不像風能和太陽能等綠色能源那樣不穩定。</li>
<li>CEG、SMR、OKLO 和 VST 是具有流動性期權和股票市場的核能股票。</li>
</ul>
<p>幾年前，當人工智能吸引公眾注意時，<strong>NVIDIA</strong> (NVDA) 似乎是主要受益者，其股價大幅上漲。芯片製造商和其他人工智能股票在科技行業中佔據了重要地位，像 <strong>Google</strong> (GOOGL)、<strong>Amazon</strong> (AMZN) 和 <strong>Microsoft</strong> (MSFT) 等 “七大奇蹟” 股票紛紛追趕人工智能的熱潮。如今，人工智能技術觸手可及，像 ChatGPT 這樣的產品正在推動工作場所的發展，人工智能甚至在我們閲讀短信之前就為其進行了總結。</p>
<p>隨着人工智能的持續發展和能源需求的激增，數據中心和人工智能公司需要找到一種成本效益高、可持續的能源來源。核能目前正受到需求，原因顯而易見。</p>
<h2><strong>用核能為人工智能提供動力</strong></h2>
<p>在低成本、可持續能源方面，核電處於討論的前沿。如今，數據中心對能源的需求大幅增加，巨大的計算能力需求使得化石燃料解決方案已無法滿足。風能和太陽能是替代的綠色解決方案，但並不是穩定的能源來源。</p>
<p>最近，一些核能股票引起了很多關注，但我想專注於_可交易_的核能股票——那些具有流動性股票市場和流動性期權市場的股票。四家公司在活躍的期權市場中脱穎而出，提供每月和每週到期的期權，並且它們的買賣價差相對合理。請查看下面的列表，瞭解 2025 年的核能股票機會。</p>
<h2><strong>Constellation Energy Corp.</strong> (CEG)</h2>
<p>CEG 股票的交易價格約為每股 221 美元，接近 2025 年的低點。根據當前的隱含波動率，預計到 2026 年 1 月的股票價格範圍為 +/- 74.66 美元。它是美國最大的核電廠運營商，最近收購了大型天然氣和地熱公司 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 股票的交易價格約為每股 15 美元，接近 2025 年的低點。根據當前的隱含波動率，預計到明年 1 月的股票價格範圍為 +/- 8.17 美元。NuScale 是小型模塊化反應堆（SMRs）生產的領導者，製造美國唯一獲得批准的傳統水冷 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 股票的交易價格約為每股 22 美元，接近今年的低點。根據當前的隱含波動率，預計到明年 1 月的股票價格範圍為 +/- 13.99 美元。它製造 SMRs，但專注於液態金屬冷卻的快堆反應堆，這些反應堆可以在較低温度下運行，並重複利用其他反應堆的燃料。</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 股票的交易價格約為每股 125 美元，接近 2025 年的低點。根據當前的隱含波動率，預計到明年 1 月的股票價格範圍為 +/- 50.62 美元。Vistra 是一家財富 500 強公司，擁有核能、天然氣、煤炭、太陽能和電池儲能設施的組合。</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 市場情報總監，已經在市場和交易領域工作了十年。他出現在</em> <em>Options Trading Concepts Live</em> <em>節目中，週一至週五播出。</em>@tradermikeyb</p>
<p><strong>有關實時每日節目、市場新聞和評論</strong> <em>，請訪問</em> <em>tastylive</em> <em>或 YouTube 頻道</em> <em>tastylive</em> <em>(針對期權交易者)，以及</em> <em>tastyliveTrending</em> _（針對股票、期貨、外匯和宏觀經濟）。</p>
<p><strong>與更好的經紀商交易</strong> <em>，</em> _今天開設一個 tastytrade 賬户。tastylive, Inc. 和 tastytrade, Inc. 是獨立但相關的公司。</p>

OKLO

<p>核能股票因可持續能源需求上升而受到關注，尤其是由於人工智能項目的能源需求。主要參與者包括 Constellation Energy Corp.（CEG）、NuScale Power Corp.（SMR）、Oklo（OKLO）和 Vistra（VST），這些公司都有活躍的期權市場。CEG 的交易價格為 221 美元，SMR 為 15 美元，OKLO 為 22 美元，VST 為 125 美元，預計價格範圍反映了當前市場的波動性。這些公司正處於滿足數據中心和人工智能技術日益增長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>人工智能對電力的渴求促使投資者重新關注核能電廠</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>隨着人工智能項目和其他能源密集型工作的激增，核能需求上升。</li>
<li>與其他化石燃料替代品相比，核電的碳排放特別低，這使其對尋求可持續能源的科技公司具有吸引力。</li>
<li>核電是穩定的能源來源，不像風能和太陽能等綠色能源那樣不穩定。</li>
<li>CEG、SMR、OKLO 和 VST 是具有流動性期權和股票市場的核能股票。</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>幾年前，當人工智能吸引公眾注意時，<strong>NVIDIA</strong> (NVDA) 似乎是主要受益者，其股價大幅上漲。芯片製造商和其他人工智能股票在科技行業中佔據了重要地位，像 <strong>Google</strong> (GOOGL)、<strong>Amazon</strong> (AMZN) 和 <strong>Microsoft</strong> (MSFT) 等 “七大奇蹟” 股票紛紛追趕人工智能的熱潮。如今，人工智能技術觸手可及，像 ChatGPT 這樣的產品正在推動工作場所的發展，人工智能甚至在我們閲讀短信之前就為其進行了總結。</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>隨着人工智能的持續發展和能源需求的激增，數據中心和人工智能公司需要找到一種成本效益高、可持續的能源來源。核能目前正受到需求，原因顯而易見。</p>
</div><h2><strong>Powering AI with nuclear energy</strong></h2>
<div class="lb-trans"><h2><strong>用核能為人工智能提供動力</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、可持續能源方面，核電處於討論的前沿。如今，數據中心對能源的需求大幅增加，巨大的計算能力需求使得化石燃料解決方案已無法滿足。風能和太陽能是替代的綠色解決方案，但並不是穩定的能源來源。</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關注，但我想專注於_可交易_的核能股票——那些具有流動性股票市場和流動性期權市場的股票。四家公司在活躍的期權市場中脱穎而出，提供每月和每週到期的期權，並且它們的買賣價差相對合理。請查看下面的列表，瞭解 2025 年的核能股票機會。</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 股票的交易價格約為每股 221 美元，接近 2025 年的低點。根據當前的隱含波動率，預計到 2026 年 1 月的股票價格範圍為 +/- 74.66 美元。它是美國最大的核電廠運營商，最近收購了大型天然氣和地熱公司 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 股票的交易價格約為每股 15 美元，接近 2025 年的低點。根據當前的隱含波動率，預計到明年 1 月的股票價格範圍為 +/- 8.17 美元。NuScale 是小型模塊化反應堆（SMRs）生產的領導者，製造美國唯一獲得批准的傳統水冷 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 股票的交易價格約為每股 22 美元，接近今年的低點。根據當前的隱含波動率，預計到明年 1 月的股票價格範圍為 +/- 13.99 美元。它製造 SMRs，但專注於液態金屬冷卻的快堆反應堆，這些反應堆可以在較低温度下運行，並重複利用其他反應堆的燃料。</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 股票的交易價格約為每股 125 美元，接近 2025 年的低點。根據當前的隱含波動率，預計到明年 1 月的股票價格範圍為 +/- 50.62 美元。Vistra 是一家財富 500 強公司，擁有核能、天然氣、煤炭、太陽能和電池儲能設施的組合。</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 市場情報總監，已經在市場和交易領域工作了十年。他出現在</em> <em>Options Trading Concepts Live</em> <em>節目中，週一至週五播出。</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>有關實時每日節目、市場新聞和評論</strong> <em>，請訪問</em> <em>tastylive</em> <em>或 YouTube 頻道</em> <em>tastylive</em> <em>(針對期權交易者)，以及</em> <em>tastyliveTrending</em> _（針對股票、期貨、外匯和宏觀經濟）。</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>與更好的經紀商交易</strong> <em>，</em> _今天開設一個 tastytrade 賬户。tastylive, Inc. 和 tastytrade, Inc. 是獨立但相關的公司。</p>
</div>

2025 年 4 月最佳核能股