---
title: "由於政策和人工智能需求的推動，能源和核能行業出現激增"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/287090270.md"
description: "能源行業因石油和天然氣價格上漲而蓬勃發展，XLE ETF 今年上漲近 38%。美國計劃到 2050 年將核能產能提高四倍，這引發了對鈾供應商如 Cameco 的興趣。此外，NextEra 以 668 億美元收購道明尼資源，將形成最大的公用事業公司之一，增強人工智能時代的基礎設施"
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)
---

# 由於政策和人工智能需求的推動，能源和核能行業出現激增

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.

### 相關股票

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

## 相關資訊與研究

- [NextEra 洽購 Dominion Energy，出價每股 76 美元](https://longbridge.com/zh-HK/news/286691074.md)
- [搶攻 AI 資料中心商機！NextEra 砸 668 億美元收購 Dominion 創電力業紀錄](https://longbridge.com/zh-HK/news/286801102.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)
- [四分之一的近期裁員被歸因於人工智能](https://longbridge.com/zh-HK/news/286659129.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)