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Another main theme of AI investment emerges: US hedge funds heavily buy nuclear power stocks as technology giants gather to deploy this technology.
①In Q3, American hedge funds maintained a stable exposure to AI-related investment themes, but reduced their investment in the semiconductor industry for the first time since Q2 2022. ②In OpenAI's latest disclosed "American AI Infrastructure Blueprint," lies its grand nuclear power vision; Huang Renxun also expresses a bullish attitude towards nuclear energy. ③From the trends of tech giants, most of them have chosen small modular reactors (SMR).
CGN New Energy Relocates Hong Kong Headquarters
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CGN New Energy (01811) has appointed CGN (Peking) New Energy Technology to provide technical maintenance services for all the group's wind farms and photovoltaic power stations.
cgn new energy (01811) announced that on November 20, 2024, the company signed an agreement with cgn (peking)...
Express News | Release the Healthy Development Initiative for the Optical Storage Industry, with the project signing amount of over 30 billion yuan for the 2024 China International Optical Storage Conference.
Right For Malaysia's Energy Transition To Include Nuclear
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