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).
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Last week, several nuclear energy stocks in the USA soared to record highs, with the first batch of small modular reactors (SMRs) accelerating their deployment in the USA; Google, Amazon, and other companies have reached milestone electrical utilities supply agreements with nuclear energy companies, driving this upward trend; Signs indicate that the nuclear power industry's recovery is accelerating, and they will be used to meet the substantial electrical demand of artificial intelligence.
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