{"id":610692,"date":"2025-12-18T17:51:42","date_gmt":"2025-12-19T01:51:42","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/12\/nuclear-energy-investing-in-2026-uranium-miners-over-reactor-startups\/"},"modified":"2025-12-18T17:52:08","modified_gmt":"2025-12-19T01:52:08","slug":"2026%e5%b9%b4%ef%bc%8c%e6%8a%95%e8%b5%84%e6%a0%b8%e8%83%bd%e8%bf%98%e6%98%af%e9%93%80%e4%b8%9a%e8%82%a1%e7%a5%a8%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/12\/2026%e5%b9%b4%ef%bc%8c%e6%8a%95%e8%b5%84%e6%a0%b8%e8%83%bd%e8%bf%98%e6%98%af%e9%93%80%e4%b8%9a%e8%82%a1%e7%a5%a8%ef%bc%9f\/","title":{"rendered":"2026\u5e74\uff0c\u6295\u8d44\u6838\u80fd\u8fd8\u662f\u94c0\u4e1a\u80a1\u7968\uff1f"},"content":{"rendered":"

\u5728\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u7ade\u8d5b\u5f15\u7206\u5168\u7403\u7535\u529b\u9965\u6e34\u7684\u4eca\u5929\uff0c\u4e00\u79cd\u66fe\u88ab\u957f\u671f\u51b7\u843d\u7684\u80fd\u6e90\u6b63\u6084\u7136\u91cd\u56de\u821e\u53f0\u4e2d\u592e\u2014\u2014\u6838\u80fd\u3002\u534e\u5c14\u8857\u5f00\u59cb\u4e0b\u6ce8\uff0c\u653f\u7b56\u5236\u5b9a\u8005\u9891\u9891\u8868\u6001\uff0c\u4e00\u573a\u56f4\u7ed5\u6838\u80fd\u590d\u5174\u7684\u8d44\u672c\u53d9\u4e8b\u5df2\u7136\u5174\u8d77\u3002\u7136\u800c\uff0c\u5f53\u5e02\u573a\u72c2\u70ed\u8ffd\u6367\u5c1a\u672a\u76c8\u5229\u7684\u6838\u80fd\u521d\u521b\u660e\u661f\u65f6\uff0c\u4ea7\u4e1a\u94fe\u4e0a\u6e38\u7684\u94c0\u77ff\u4e0e\u71c3\u6599\u516c\u53f8\uff0c\u6b63\u51ed\u501f\u624e\u5b9e\u7684\u4ea7\u80fd\u4e0e\u957f\u671f\u5408\u540c\uff0c\u52fe\u52d2\u51fa\u4e00\u6761\u66f4\u4e3a\u6e05\u6670\u548c\u786e\u5b9a\u7684\u6295\u8d44\u8def\u5f84\u3002<\/p>\n

2026\u5e74\uff0c\u662f\u8ffd\u9010\u95ea\u8000\u7684\u6982\u5ff5\uff0c\u8fd8\u662f\u62e5\u62b1\u6c89\u9ed8\u7684\u57fa\u77f3\uff1f\u8fd9\u6210\u4e3a\u6446\u5728\u6295\u8d44\u8005\u9762\u524d\u7684\u5173\u952e\u6289\u62e9\u3002<\/p>\n

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\u6838\u80fd\u521d\u521b\u516c\u53f8Oklo\uff08OKLO\uff09<\/a><\/strong>\u548cNuScale Power\uff08SMR\uff09<\/a><\/strong>\u7684\u6545\u4e8b\u6781\u5177\u5438\u5f15\u529b\uff1a\u5b83\u4eec\u4e13\u6ce8\u4e8e\u5c0f\u578b\u6a21\u5757\u5316\u53cd\u5e94\u5806\uff08SMR\uff09\uff0c\u8fd9\u88ab\u89c6\u4e3a\u4e3a\u6570\u636e\u4e2d\u5fc3\u7b49\u573a\u666f\u63d0\u4f9b\u6e05\u6d01\u57fa\u8377\u7535\u529b\u7684\u7406\u60f3\u89e3\u51b3\u65b9\u6848\u3002NuScale\u7684\u8bbe\u8ba1\u5df2\u83b7\u76d1\u7ba1\u6279\u51c6\uff0cOklo\u5219\u81f4\u529b\u4e8e\u4f7f\u7528\u56de\u6536\u6838\u5e9f\u6599\u3002<\/p>\n

\u5e02\u573a\u4e5f\u7ed9\u4e88\u4e86\u70ed\u70c8\u56de\u5e94\u3002\u8fc7\u53bb\u4e09\u5e74\uff0cOklo\u80a1\u4ef7\u98d9\u5347733%\uff0cNuScale\u4e0a\u6da865.6%\u3002\u4f46\u72c2\u70ed\u80cc\u540e\u662f\u8106\u5f31\u7684\u73b0\u5b9e\uff1a\u4e24\u5bb6\u516c\u53f8\u5747\u672a\u771f\u6b63\u5efa\u6210\u6216\u5546\u8fd0\u8fc7\u4efb\u4f55\u6838\u7535\u7ad9\u3002NuScale\u552f\u4e00\u7684\u5927\u578b\u9879\u76ee\u56e0\u6210\u672c\u8d85\u652f\u88ab\u53d6\u6d88\uff1bOklo\u5219\u4ece\u672a\u4ea7\u751f\u6536\u5165\uff0c\u516c\u53f8\u7684\u53cd\u5e94\u5806\u8bbe\u8ba1\u4e5f\u5c1a\u672a\u83b7\u6279\u3002<\/p>\n

\u622a\u81f32025\u5e7412\u6708\u4e2d\u65ec\uff0c\u4e24\u53ea\u80a1\u7968\u5df2\u4ece\u9ad8\u70b9\u4e0b\u8dcc\u7ea650%\u3002\u7f3a\u4e4f\u5b9e\u9645\u6536\u5165\u4e0e\u76c8\u5229\u652f\u6491\u7684\u80a1\u4ef7\uff0c\u6b63\u5728\u7ecf\u5386\u6324\u6ce1\u6cab\u7684\u8fc7\u7a0b\u3002\u5bf9\u4e8e\u6295\u8d44\u8005\u800c\u8a00\uff0c\u57282026\u5e74\u8ffd\u9010\u8fd9\u4e9b\u6545\u4e8b\u6027\u5927\u4e8e\u57fa\u672c\u9762\u7684\u521d\u521b\u516c\u53f8\uff0c\u98ce\u9669\u53ef\u80fd\u8fdc\u5927\u4e8e\u673a\u9047\u3002<\/p>\n

\u66f4\u575a\u5b9e\u7684\u8d5b\u9053\uff1a\u94c0\u4e1a\u9f99\u5934\u53d7\u76ca\u4e8e\u786e\u5b9a\u6027\u590d\u5174<\/h2>\n

\u4e0e\u9ad8\u98ce\u9669\u6838\u80fd\u521d\u521b\u516c\u53f8\u76f8\u6bd4\uff0c\u6838\u80fd\u4ea7\u4e1a\u94fe\u4e0a\u6e38\u7684\u94c0\u4e1a\u6b63\u63d0\u4f9b\u66f4\u6e05\u6670\uff0c\u66f4\u5177\u57fa\u672c\u9762\u652f\u6491\u7684\u6295\u8d44\u903b\u8f91\u3002\u5168\u7403\u8303\u56f4\u5185\uff0c\u4e3a\u4fdd\u969c\u80fd\u6e90\u5b89\u5168\u4e0e\u5b9e\u73b0\u6c14\u5019\u76ee\u6807\uff0c\u591a\u56fd\u5df2\u627f\u8bfa\u52302050\u5e74\u5c06\u6838\u80fd\u5bb9\u91cf\u589e\u52a0\u4e24\u500d\u3002\u8fd9\u76f4\u63a5\u63a8\u5347\u4e86\u5bf9\u6838\u71c3\u6599\u2014\u2014\u94c0\u7684\u957f\u671f\u9700\u6c42\u3002<\/p>\n

\u7f8e\u56fd\u5c06\u94c0\u5217\u4e3a\u5173\u952e\u6218\u7565\u77ff\u7269\uff0c\u65e8\u5728\u91cd\u5efa\u672c\u571f\u6838\u71c3\u6599\u4f9b\u5e94\u94fe\uff0c\u8fd9\u4e3a\u76f8\u5173\u4f01\u4e1a\u5e26\u6765\u4e86\u653f\u7b56\u7ea2\u5229\u3002\u5728\u6b64\u80cc\u666f\u4e0b\uff0c\u51e0\u5bb6\u9f99\u5934\u4f01\u4e1a\u503c\u5f97\u5173\u6ce8\uff1a<\/p>\n

    \n
  1. Cameco\uff08CCJ\uff09<\/a><\/strong>\uff1a\u5168\u7403\u94c0\u4e1a\u5de8\u5934\uff0c\u62e5\u6709\u5e9e\u5927\u7684\u50a8\u91cf\u4e0e\u4ea7\u80fd\u3002\u516c\u53f8\u4e0e\u7f8e\u56fd\u653f\u5e9c\u7684\u6218\u7565\u5408\u4f5c\u53ca\u77ff\u5c71\u589e\u4ea7\u8ba1\u5212\u9501\u5b9a\u4e86\u884c\u4e1a\u590d\u82cf\u7684\u9f99\u5934\u5730\u4f4d\u3002\u5e02\u573a\u9884\u8ba1\u672a\u6765\u4e24\u5e74\u76c8\u5229\u5c06\u9ad8\u901f\u589e\u957f\u3002<\/li>\n
  2. Uranium Energy\uff08UEC\uff09<\/a><\/strong>\uff1a\u7f8e\u56fd\u4e3b\u8981\u7684\u94c0\u751f\u4ea7\u5546\uff0c\u5df2\u6210\u529f\u4ece\u5f00\u53d1\u8005\u8f6c\u578b\u4e3a\u751f\u4ea7\u8005\u3002\u901a\u8fc7\u6536\u8d2d\uff0c\u5b83\u62e5\u6709\u7f8e\u56fd\u6700\u5927\u7684\u8bb8\u53ef\u5e74\u4ea7\u80fd\uff0c\u5e76\u6b63\u5728\u5efa\u8bbe\u5782\u76f4\u6574\u5408\u7684\u71c3\u6599\u5faa\u73af\u80fd\u529b\u3002<\/li>\n
  3. Centrus Energy\uff08LEU\uff09<\/strong>\uff1a\u8be5\u516c\u53f8\u7684\u72ec\u7279\u4f18\u52bf\u5728\u4e8e\uff0c\u5b83\u662f\u897f\u65b9\u4e16\u754c\u552f\u4e00\u83b7\u5f97\u8bb8\u53ef\u7684\u9ad8\u4e30\u5ea6\u4f4e\u6d53\u94c0\uff08HALEU\uff09\u751f\u4ea7\u5546\uff0c\u8fd9\u662f\u4e0b\u4e00\u4ee3\u5148\u8fdb\u53cd\u5e94\u5806\u7684\u5173\u952e\u71c3\u6599\u3002\u516c\u53f8\u6b63\u5728\u7f8e\u56fd\u653f\u5e9c\u7684\u652f\u6301\u4e0b\u79ef\u6781\u6269\u4ea7\u3002<\/li>\n<\/ol>\n

    \u8fd9\u4e09\u5bb6\u516c\u53f8\u4e1a\u52a1\u8986\u76d6\u94c0\u77ff\u5f00\u91c7\u3001\u751f\u4ea7\u548c\u5148\u8fdb\u71c3\u6599\u52a0\u5de5\uff0c\u6784\u6210\u4e86\u5bf9\u6838\u80fd\u590d\u5174\u66f4\u5168\u9762\u3001\u66f4\u5b9e\u8d28\u7684\u6295\u8d44\u7ec4\u5408\u3002\u5b83\u4eec\u62e5\u6709\u5b9e\u9645\u6536\u5165\u3001\u4ea7\u80fd\u548c\u957f\u671f\u5408\u540c\uff0c\u4e0e\u4ecd\u5904\u201c\u753b\u997c\u201d\u9636\u6bb5\u7684\u6838\u80fd\u521d\u521b\u516c\u53f8\u5f62\u6210\u9c9c\u660e\u5bf9\u6bd4\u3002<\/p>\n

    \u7ed3\u8bba\uff1a\u907f\u5f00\u6982\u5ff5\u7092\u4f5c\uff0c\u805a\u7126\u5b9e\u8d28\u9f99\u5934<\/h2>\n

    2026\u5e74\u7684\u6838\u80fd\u6295\u8d44\uff0c\u5e94\u533a\u5206\u201c\u6545\u4e8b\u201d\u4e0e\u201c\u73b0\u5b9e\u201d\u3002\u7531AI\u6982\u5ff5\u7092\u70ed\u7684\u6838\u80fd\u521d\u521b\u80a1\uff0c\u56e0\u7f3a\u4e4f\u4e1a\u7ee9\u652f\u6491\uff0c\u6ce2\u52a8\u5de8\u5927\uff0c\u98ce\u9669\u504f\u9ad8\u3002<\/p>\n

    \u771f\u6b63\u7684\u6295\u8d44\u4e3b\u7ebf\u5728\u4e8e\u5168\u7403\u6838\u80fd\u786e\u5b9a\u6027\u590d\u5174\u5e26\u6765\u7684\u4e0a\u6e38\u673a\u4f1a\u3002Cameco\u3001Uranium Energy\u548cCentrus Energy\u7b49\u516c\u53f8\u76f4\u63a5\u53d7\u76ca\u4e8e\u6838\u7535\u88c5\u673a\u589e\u957f\u3001\u56fd\u5bb6\u6218\u7565\u50a8\u5907\u548c\u71c3\u6599\u4f9b\u5e94\u94fe\u91cd\u5efa\u7684\u957f\u671f\u8d8b\u52bf\uff0c\u57fa\u672c\u9762\u66f4\u4e3a\u624e\u5b9e\u3002\u5bf9\u4e8e\u770b\u597d\u6838\u80fd\u672a\u6765\u7684\u6295\u8d44\u8005\u800c\u8a00\uff0c\u805a\u7126\u8fd9\u4e9b\u4ea7\u4e1a\u94fe\u4e0a\u7684\u5b9e\u8d28\u9f99\u5934\uff0c\u6216\u8bb8\u662f\u6bd4\u8ffd\u9010\u6982\u5ff5\u80a1\u66f4\u7a33\u5065\u7684\u9009\u62e9\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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