---
title: "分析師指出從人工智能到核能的十年增長潛力"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286736101.md"
description: "分析師強調了各個行業的增長機會，包括人工智能連接和核燃料，這些領域承諾帶來增長和穩定。美國計劃到 2050 年將核能產能提高四倍，這可能會推動能源股票的上漲。像 Astera Labs 和 Nvidia 這樣的公司將從人工智能基礎設施的激增中受益，因為它們正在解決數據中心面臨的挑戰"
datetime: "2026-05-18T08:09:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286736101.md)
  - [en](https://longbridge.com/en/news/286736101.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286736101.md)
---

# 分析師指出從人工智能到核能的十年增長潛力

Diverse sector picks: Selections range from AI connectivity and nuclear fuel to consumer staples and industrial equipment, offering both growth and stability. Policy-driven energy boom: U.S. plans to quadruple nuclear capacity by 2050 and fast-track power transmission could boost related energy and utility stocks. AI infrastructure surge: Companies solving data center bottlenecks, like Astera Labs and Nvidia, are positioned to benefit from accelerating AI adoption.

### 相關股票

- [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [ALAB.US](https://longbridge.com/zh-HK/quote/ALAB.US.md)
- [NVDY.US](https://longbridge.com/zh-HK/quote/NVDY.US.md)
- [NVDL.US](https://longbridge.com/zh-HK/quote/NVDL.US.md)
- [NVDU.US](https://longbridge.com/zh-HK/quote/NVDU.US.md)
- [NVDX.US](https://longbridge.com/zh-HK/quote/NVDX.US.md)
- [LABX.US](https://longbridge.com/zh-HK/quote/LABX.US.md)
- [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md)

## 相關資訊與研究

- [AI 晶片丨黃仁勳：輝達基本將中國市場讓給華為](https://longbridge.com/zh-HK/news/287151485.md)
- [輝達 Vera CPU 將切入 2,000 億美元市場，對打 Intel 與 AMD](https://longbridge.com/zh-HK/news/287129335.md)
- [美國砸 9,400 萬美元補強 SMR 供應鏈，加強核能基礎設施](https://longbridge.com/zh-HK/news/286486395.md)
- [貴金屬、核能需求升温 這 ETF 看好黃金與鈾礦後市夯](https://longbridge.com/zh-HK/news/287024483.md)
- [核能重啟議題增温 法人點名兩檔供應鏈可望受惠](https://longbridge.com/zh-HK/news/287015505.md)