<p>在 <strong>唐納德·特朗普</strong> 總統的領導下，能源部積極推動國內核能行業的發展。</p>
<ul>
<li><strong>OKLO 股票正在波動。詳情請見這裏。</strong></li>
</ul>
<p>新的 <strong>國防生產法聯盟</strong>——一個旨在重建整個美國核燃料循環的倡議，從鈾礦開採到先進反應堆部署——於週二召開了首次會議。</p>
<h2><strong>能源部聯盟會議及新倡議</strong></h2>
<p>在會議上，能源部彙集了核能公司、政府機構和供應鏈合作伙伴，以概述美國核燃料基礎設施中的差距和機遇。</p>
<p>新成立的國防生產法聯盟直接響應了特朗普總統關於 “重振核工業基礎” 的行政命令。</p>
<p>該計劃授權能源部在核生態系統中建立自願協議——涵蓋開採、轉化、濃縮、再處理和先進反應堆燃料製造。</p>
<p>其目的是減少對外國鈾的依賴，增強國家能源安全，並加速下一波核反應堆項目的推進。</p>
<h2><strong>聚焦核能股票</strong></h2>
<p>特朗普的核政策可能會在未來幾十年內重塑美國能源生產的格局——這也推動了股票的波動。</p>
<ul>
<li><strong>Oklo, Inc.</strong>(NYSE:OKLO)：Oklo 作為聯盟的一部分參加了週二的能源部會議。由於戰略合作伙伴關係、知名支持者 <strong>薩姆·阿爾特曼</strong> 的支持以及對能源部近期支持的樂觀情緒，該股票在 2025 年經歷了迅猛的上漲。</li>
</ul>
<ul>
<li><strong>NuScale Power Corp.</strong> (NYSE:SMR)：作為小型模塊化反應堆（SMR）部署的先行者，NuScale 的股票今年已翻倍，得益於聯邦合同和有利的政策變化。</li>
</ul>
<ul>
<li><strong>Nano Nuclear Energy, Inc.</strong> (NASDAQ:NNE)：Nano Nuclear 因其創新的便攜式反應堆技術而受到關注，藉助於政府投資和能源部新聯盟帶來的監管清晰度的廣泛支持。</li>
</ul>
<ul>
<li><strong>Terrestrial Energy</strong>，計劃與 <strong>HCM II Acquisition Corp.</strong>(NASDAQ:HOND) 合併，是另一家 SMR 公司，並已被選中參與能源部的先進反應堆試點計劃和燃料線試點計劃。</li>
</ul>
<ul>
<li><strong>鈾股票：</strong> <strong>VanEck 鈾和核能 ETF</strong>(NYSE:NLR) 追蹤鈾礦商及相關股票，今年迄今已上漲超過 90%，這得益於對國內鈾強勁需求的預期，隨着聯盟倡議的實施而增強。<strong>鈾特許權公司</strong> (NASDAQ:UROY) 和 <strong>鈾能源公司</strong> (NYSE:UEC) 也大幅上漲。</li>
</ul>
<ul>
<li><strong>量子股票的反彈讓 Shkreli 的空頭 ‘相當糟糕’</strong></li>
</ul>
<p><em>照片來源：Shutterstock</em></p>

OKLO

<p>美國能源部在特朗普總統的領導下，通過國防生產法聯盟重振美國核能行業，旨在增強核燃料循環並減少對外國鈾的依賴。像 Oklo、NuScale 和 Nano Nuclear 這樣的關鍵參與者因政府支持和戰略舉措而出現股票波動。VanEck 鈾和核能 ETF 今年上漲超過 90%，反映出國內對鈾的強勁需求。該倡議預計將重塑美國未來多年的能源生產</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>唐納德·特朗普</strong> 總統的領導下，能源部積極推動國內核能行業的發展。</p>
</div><ul>
<li><strong>OKLO stock is moving. See the details here.</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>OKLO 股票正在波動。詳情請見這裏。</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>國防生產法聯盟</strong>——一個旨在重建整個美國核燃料循環的倡議，從鈾礦開採到先進反應堆部署——於週二召開了首次會議。</p>
</div><h2><strong>DOE Consortium Meeting and New Initiatives</strong></h2>
<div class="lb-trans"><h2><strong>能源部聯盟會議及新倡議</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>在會議上，能源部彙集了核能公司、政府機構和供應鏈合作伙伴，以概述美國核燃料基礎設施中的差距和機遇。</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>新成立的國防生產法聯盟直接響應了特朗普總統關於 “重振核工業基礎” 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>該計劃授權能源部在核生態系統中建立自願協議——涵蓋開採、轉化、濃縮、再處理和先進反應堆燃料製造。</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>其目的是減少對外國鈾的依賴，增強國家能源安全，並加速下一波核反應堆項目的推進。</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會在未來幾十年內重塑美國能源生產的格局——這也推動了股票的波動。</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 作為聯盟的一部分參加了週二的能源部會議。由於戰略合作伙伴關係、知名支持者 <strong>薩姆·阿爾特曼</strong> 的支持以及對能源部近期支持的樂觀情緒，該股票在 2025 年經歷了迅猛的上漲。</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)：作為小型模塊化反應堆（SMR）部署的先行者，NuScale 的股票今年已翻倍，得益於聯邦合同和有利的政策變化。</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 因其創新的便攜式反應堆技術而受到關注，藉助於政府投資和能源部新聯盟帶來的監管清晰度的廣泛支持。</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>，計劃與 <strong>HCM II Acquisition Corp.</strong>(NASDAQ:HOND) 合併，是另一家 SMR 公司，並已被選中參與能源部的先進反應堆試點計劃和燃料線試點計劃。</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>鈾股票：</strong> <strong>VanEck 鈾和核能 ETF</strong>(NYSE:NLR) 追蹤鈾礦商及相關股票，今年迄今已上漲超過 90%，這得益於對國內鈾強勁需求的預期，隨着聯盟倡議的實施而增強。<strong>鈾特許權公司</strong> (NASDAQ:UROY) 和 <strong>鈾能源公司</strong> (NYSE:UEC) 也大幅上漲。</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>量子股票的反彈讓 Shkreli 的空頭 ‘相當糟糕’</strong></li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片來源：Shutterstock</em></p>
</div>

Oklo 及其他核能股票——由美國能源部推動