{"id":580627,"date":"2025-06-22T23:51:37","date_gmt":"2025-06-23T06:51:37","guid":{"rendered":"https:\/\/nai500.com\/?p=580627"},"modified":"2025-06-22T23:51:37","modified_gmt":"2025-06-23T06:51:37","slug":"%e6%94%bb%e5%ae%88%e5%85%bc%e5%a4%87-%e8%83%bd%e6%ba%90%e8%82%a1%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88-%e4%bd%8e%e7%a2%b3%e6%8a%80%e6%9c%af-%e4%bc%a0%e7%bb%9f%e8%83%bd%e6%ba%90","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/06\/%e6%94%bb%e5%ae%88%e5%85%bc%e5%a4%87-%e8%83%bd%e6%ba%90%e8%82%a1%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88-%e4%bd%8e%e7%a2%b3%e6%8a%80%e6%9c%af-%e4%bc%a0%e7%bb%9f%e8%83%bd%e6%ba%90\/","title":{"rendered":"\u653b\u5b88\u517c\u5907\u7684\u80fd\u6e90\u80a1\u6295\u8d44\u7ec4\u5408\uff1a\u8fdb\u53ef\u653b\u4f4e\u78b3\u6280\u672f\uff0c\u9000\u53ef\u5b88\u4f20\u7edf\u80fd\u6e90"},"content":{"rendered":"

\u80fd\u6e90\u5bf9\u73b0\u4ee3\u793e\u4f1a\u81f3\u5173\u91cd\u8981\u3002\u6211\u4eec\u79bb\u4e0d\u5f00\u7535\u529b\uff08\u6bcf\u6b21\u505c\u7535\u90fd\u8bc1\u660e\u4e86\u8fd9\u4e00\u70b9\uff09\uff0c\u4e5f\u9700\u8981\u5929\u7136\u6c14\u4e3a\u5bb6\u5ead\u4f9b\u6696\uff0c\u77f3\u6cb9\u4e3a\u6c7d\u8f66\u63d0\u4f9b\u52a8\u529b\u3002\u5316\u77f3\u71c3\u6599\uff08\u5982\u7164\u70ad\u3001\u77f3\u6cb9\u548c\u5929\u7136\u6c14\uff09\u76ee\u524d\u63d0\u4f9b\u4e86\u6211\u4eec\u6240\u9700\u7684\u5927\u90e8\u5206\u80fd\u6e90\uff0c\u672a\u6765\u51e0\u5e74\u4ecd\u5c06\u662f\u63a8\u52a8\u7ecf\u6d4e\u53d1\u5c55\u7684\u91cd\u8981\u529b\u91cf\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u6211\u4eec\u6b63\u7a33\u6b65\u5411\u4f4e\u78b3\u80fd\u6e90\u8f6c\u578b\u3002<\/p>\n

\u672a\u6765\u51e0\u5341\u5e74\uff0c\u4ee5\u4e0b\u8fd9\u4e94\u53ea\u6a2a\u8de8\u4f20\u7edf\u80fd\u6e90\u548c\u4f4e\u78b3\u80fd\u6e90\u9886\u57df\u7684\u80a1\u7968\u5177\u6709\u5de8\u5927\u7684\u589e\u957f\u6f5c\u529b\u3002<\/p>\n

1.\u00a0 Bloom Energy (BE)<\/a><\/h2>\n

Bloom Energy \u751f\u4ea7 Bloom Energy Server\u3002\u8fd9\u4e00\u5206\u5e03\u5f0f\u53d1\u7535\u5e73\u53f0\u5229\u7528\u4e13\u6709\u7684\u56fa\u4f53\u6c27\u5316\u7269\u6280\u672f\uff0c\u5c06\u5929\u7136\u6c14\u3001\u751f\u7269\u6c14\u6216\u6c22\u6c14\u8f6c\u5316\u4e3a\u7535\u529b\uff0c\u4e3a\u5ba2\u6237\u63d0\u4f9b\u5f39\u6027\u7535\u529b\u4f9b\u5e94\u3002\u8fd9\u4e00\u53ef\u6269\u5c55\u6280\u672f\u65e2\u53ef\u7528\u4f5c\u5907\u7528\u7535\u6e90\u7cfb\u7edf\uff0c\u4e5f\u53ef\u4f5c\u4e3a\u4e3b\u8981\u7535\u529b\u6765\u6e90\u3002\u516c\u53f8\u521b\u59cb\u4eba\u517c\u9996\u5e2d\u6267\u884c\u5b98 KR Sridhar \u5728\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5\u4e2d\u8868\u793a\uff1a\u5c55\u671b\u672a\u6765\uff0c\u4e16\u754c\u9700\u8981\u7535\u529b\uff0c\u7535\u529b\u9700\u6c42\u9884\u8ba1\u5c06\u5728\u4eba\u5de5\u667a\u80fd\u3001\u6570\u636e\u4e2d\u5fc3\u9700\u6c42\u548c\u5de5\u4e1a\u7535\u6c14\u5316\u7684\u63a8\u52a8\u4e0b\u6301\u7eed\u589e\u957f\u3002Bloom Energy \u5df2\u505a\u597d\u5145\u5206\u51c6\u5907\u670d\u52a1\u8fd9\u4e9b\u5e02\u573a\u3002\u201d<\/p>\n

2.\u00a0 Kinetik Holdings (KNTK)<\/h2>\n

Kinetik Holdings \u662f\u4e00\u5bb6\u4e13\u6ce8\u4e8e\u4e8c\u53e0\u7eaa\u76c6\u5730\u7684\u80fd\u6e90\u4e2d\u6e38\u516c\u53f8\u3002\u5b83\u5728\u8be5\u5730\u533a\u62e5\u6709\u5e7f\u6cdb\u7684\u5929\u7136\u6c14\u6536\u96c6\u7cfb\u7edf\uff0c\u5e76\u5728\u6570\u6761\u957f\u8ddd\u79bb\u7ba1\u9053\u4e2d\u6301\u6709\u6743\u76ca\uff0c\u8fd9\u4e9b\u7ba1\u9053\u5c06\u4e8c\u53e0\u7eaa\u76c6\u5730\u7684\u4ea7\u54c1\u8f93\u9001\u5230\u5fb7\u514b\u8428\u65af\u5dde\u58a8\u897f\u54e5\u6e7e\u6cbf\u5cb8\u3002\u4e3a\u6ee1\u8db3\u65e5\u76ca\u589e\u957f\u7684\u5929\u7136\u6c14\u9700\u6c42\uff0c\u8be5\u5730\u533a\u4ea7\u91cf\u4e0d\u65ad\u4e0a\u5347\uff0c\u9884\u8ba1\u5c06\u6301\u7eed\u63a8\u52a8 Kinetik \u7684\u5f3a\u52b2\u589e\u957f\u3002\u516c\u53f8\u53ef\u7ee7\u7eed\u6295\u5165\u8d44\u672c\u4ee5\u6269\u5c55\u73b0\u6709\u7cfb\u7edf\u5e76\u8fdb\u884c\u8865\u5f3a\u6536\u8d2d\uff0c\u5b9e\u73b0\u4e0d\u65ad\u7684\u589e\u957f\uff0c\u4ece\u800c\u652f\u6301\u9ad8\u80a1\u606f\uff08\u80a1\u606f\u7387\u8d85\u8fc77%\uff09\u7684\u6301\u7eed\u589e\u957f\u3002<\/p>\n

3.\u00a0 NuScale Power (SMR)<\/h2>\n

NuScale Power \u81f4\u529b\u4e8e\u5c06\u5c0f\u578b\u6a21\u5757\u5316\u53cd\u5e94\u5806\uff08SMR\uff09\u6280\u672f\u5f15\u5165\u5168\u7403\u80fd\u6e90\u5e02\u573a\u3002SMR \u662f\u5728\u5de5\u5382\u5efa\u9020\u7684\u5c0f\u578b\u6838\u80fd\u53cd\u5e94\u5806\uff0c\u6709\u671b\u8282\u7701\u5efa\u8bbe\u6210\u672c\u548c\u65f6\u95f4\u3002\u8be5\u516c\u53f8\u76ee\u524d\u6709\u5341\u591a\u4e2a\u5728\u4ea7\u7684\u5b8c\u5168\u5de5\u5382\u5316\u5236\u9020\u7684\u6a21\u5757\uff0c\u5e76\u4e14\u6b63\u4e0e\u5408\u4f5c\u4f19\u4f34\u5171\u540c\u63a8\u52a8\u8be5\u6280\u672f\u7684\u5546\u4e1a\u5316\u3002NuScale Power \u770b\u5230\u4e86 SMR \u5de8\u5927\u7684\u5e02\u573a\u673a\u9047\uff0c\u7279\u522b\u662f\u5728\u5e2e\u52a9\u6ee1\u8db3\u6570\u636e\u4e2d\u5fc3\u5de8\u5927\u4e14\u4e0d\u65ad\u589e\u957f\u7684\u7535\u529b\u9700\u6c42\u65b9\u9762\u3002<\/p>\n

4.\u00a0 Oklo (OKLO)<\/h2>\n

Oklo \u6b63\u5728\u5f00\u53d1\u5feb\u88c2\u53d8\u53d1\u7535\u5382\uff0c\u8fd9\u79cd\u53d1\u7535\u5382\u5229\u7528\u94c0\u7684\u6548\u7387\u9ad8\u4e8e\u4f20\u7edf\u6838\u7535\u7ad9\u3002\u8be5\u516c\u53f8\u6b63\u5728\u5efa\u8bbe\u9996\u4e2a Aurora \u53d1\u7535\u5382\uff0c\u9884\u8ba1\u5c06\u4e8e 2027 \u5e74\u5e95\u6216 2028 \u5e74\u521d\u6295\u5165\u8fd0\u8425\u3002\u7531 OpenAI \u7684 Sam Altman \u8d44\u52a9\u7684 Oklo \u5df2\u7b7e\u7f72\u5546\u4e1a\u534f\u8bae\uff0c\u5c06Aurora \u53d1\u7535\u5382\u751f\u4ea7\u7684\u7535\u529b\u51fa\u552e\u7ed9\u6570\u636e\u4e2d\u5fc3\u8fd0\u8425\u5546 Switch\u3001\u6cb9\u6c14\u751f\u4ea7\u5546 Diamondback Energy \u7b49\u5ba2\u6237\u3002<\/p>\n

5.\u00a0 QuantumScape (QS)<\/h2>\n

QuantumScape \u81f4\u529b\u4e8e\u901a\u8fc7\u521b\u9020\u66f4\u4f18\u8d28\u7684\u7535\u6c60\u6765\u9769\u65b0\u80fd\u6e90\u5b58\u50a8\u3002\u76f8\u6bd4\u4f20\u7edf\u9502\u79bb\u5b50\u7535\u6c60\uff0c\u56fa\u6001\u9502\u91d1\u5c5e\u7535\u6c60\u6280\u672f\u5c06\u63d0\u4f9b\u66f4\u5feb\u7684\u5145\u7535\u901f\u5ea6\u548c\u66f4\u9ad8\u7684\u5b89\u5168\u6027\u3002\u4eca\u5e74\u65e9\u4e9b\u65f6\u5019\uff0c\u8be5\u516c\u53f8\u5df2\u5f00\u59cb\u5411\u6f5c\u5728\u5ba2\u6237\u8fd0\u9001\u9996\u6279\u7535\u6c60\u6837\u54c1\u3002QuantumScape \u4f30\u8ba1\uff0c\u5230 2040 \u5e74\uff0c\u56fa\u6001\u7535\u6c60\u7684\u5e74\u9700\u6c42\u91cf\u5c06\u8d85\u8fc7 1 \u592a\u74e6\u65f6\uff0c\u5b83\u79f0\u8fd9\u662f\u4e00\u4e2a\u5de8\u5927\u7684\u673a\u9047\u548c\u503c\u5f97\u8ffd\u6c42\u7684\u6311\u6218\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u80fd\u6e90\u5bf9\u73b0\u4ee3\u793e\u4f1a\u81f3\u5173\u91cd\u8981\u3002\u6211\u4eec\u79bb\u4e0d\u5f00\u7535\u529b\uff08\u6bcf\u6b21\u505c\u7535\u90fd\u8bc1\u660e\u4e86\u8fd9\u4e00\u70b9\uff09\uff0c\u4e5f\u9700\u8981\u5929\u7136\u6c14\u4e3a\u5bb6\u5ead\u4f9b\u6696\uff0c\u77f3\u6cb9\u4e3a\u6c7d\u8f66\u63d0\u4f9b\u52a8\u529b\u3002 […]<\/p>\n","protected":false},"author":27,"featured_media":562587,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[1787,538,2247,1121],"class_list":["post-580627","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-1787","tag-538","tag-2247","tag-1121","sectors-oil-gas-zh-hans","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/580627","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=580627"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/580627\/revisions"}],"predecessor-version":[{"id":580630,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/580627\/revisions\/580630"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/562587"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=580627"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=580627"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=580627"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}