韩国监管两年来首放行新反应堆! AI尽头是电力核电正在成为算力时代的“硬底座”

智通财经2025-12-30

智通财经APP获悉，韩国核能监管机构批准了一座已开工建设近十年的新型核反应堆开始运行，尽管李在明领导的韩国政府仍然在重新评估原子能在韩国经济中将扮演的长期角色。谷歌、微软以及Facebook母公司Meta正在主导的全球AI数据中心新建与扩建进程可谓如火如荼，而这一进程愈发凸显出电力资源供给的重要性，这也是为什么“AI的尽头是电力”这一投资主题愈发火热，而当前激增的电力需求中又当属核电需求最为迅猛，...

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AI尽头是电力 核电正在成为算力时代的“硬底座”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-30 14:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1387054.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，韩国核能监管机构批准了一座已开工建设近十年的新型核反应堆开始运行，尽管李在明领导的韩国政府仍然在重新评估原子能在韩国经济中将扮演的长期角色。谷歌、微软以及Facebook母公司Meta正在主导的全球AI数据中心新建与扩建进程可谓如火如荼，而这一进程愈发凸显出电力资源供给的重要性，这也是为什么“AI的尽头是电力”这一投资主题愈发火热，而当前激增的电力需求中又当属核电需求最为迅猛，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1387054.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2244417387.USD","symbol_name":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1387054.html","article_id":"2595902764","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2595902764","pubTimestamp":1767077863,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，韩国核能监管机构批准了一座已开工建设近十年的新型核反应堆开始运行，尽管李在明领导的韩国政府仍然在重新评估原子能在韩国经济中将扮演的长期角色。韩国产业水电与核电公司计划在为期六个月的试运行之后，于明年开始商业化运行。正因如此，AI数据中心电力需求正以前所未有的速度疯狂飙升，AI俨然已经化身“电力饕餮”。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","BK4579":"人工智能","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1989764664.SGD":"CPR Invest - 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The end of AI is electricity Nuclear power is becoming the \"hard base\" of the computing power era","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USJW.SI":0.6,"KEP":1.91},"content_text":"智通财经APP获悉，韩国核能监管机构批准了一座已开工建设近十年的新型核反应堆开始运行，尽管李在明领导的韩国政府仍然在重新评估原子能在韩国经济中将扮演的长期角色。谷歌、微软以及Facebook母公司Meta正在主导的全球AI数据中心新建与扩建进程可谓如火如荼，而这一进程愈发凸显出电力资源供给的重要性，这也是为什么“AI的尽头是电力”这一投资主题愈发火热，而当前激增的电力需求中又当属核电需求最为迅猛，兼具清洁、稳定与高效属性的核电系统已经成为科技巨头们最青睐的电力资源。随着美国科技巨头们集体计划在韩国建设堪比“星际之门”项目的超大规模AI数据中心，核电系统的重要性愈发显现。据了解，有韩国媒体报道称，韩国核安全与安保委员会周二在一份声明中宣布，为新乌尔3号机组(Saeul No. 3)亮起监管绿灯——这是该国约两年来首次给予此类新的监管批准。韩国产业水电与核电公司计划在为期六个月的试运行之后，于明年开始商业化运行。此举发生之际，韩国总统李在明领导的政府倡导加倍投入可再生能源，扭转了其前任更为支持核能的立场，但是李在明政府在发展太阳能、风电等可再生能源之际对于已经建设中核能项目的支持力度未出现明显削减。根据该国在上周五提交给联合国的国家自主贡献报告，可再生能源体系在韩国发电结构中的占比将从去年的仅仅9%提高到2035年至少30%。李在明在9月曾表示，新建设更多核电站并不现实，因为从零开始建造一座新设施往往需要超过15年。不过他领导的新一届政府仍然支持使用那些已经上线或已处于开工建设状态的核反应堆。根据知情人士透露的消息，新乌尔3号机组正式投运将帮助韩国大幅减少对海外煤炭和天然气运输的极度依赖。核电系统对AI数据中心的重要性，核心在于它能同时满足“电力资源高效率供给、24/7可靠性、低碳合规、价格长期稳定”四个硬约束，而这四点基本上就是天量级别的AI训练/推理工作负载把传统电网推到极限时全球范围最稀缺的能力。在这一全球趋势下，韩国核监管机构最新批准新乌尔(Saeul)3号大型机组启动、先行六个月试运行并为2026年商业投运铺路，为核电在AI用电浪潮中的“稳基荷、稳电价、减少碳减排”价值给出强烈注脚：当全球AI算力需求呈现长期、刚性、规模化特征时，核能正在从传统能源选项升级为支撑AI算力产业链积极扩张的关键基础设施资产。AI尽头是电力! 电力中当属核电需求最火爆全球AI竞赛的本质是AI算力基础设施竞赛，而驱动AI算力集群的核心基础则是稳定且庞大的电力供应体系。正因如此，AI数据中心电力需求正以前所未有的速度疯狂飙升，AI俨然已经化身“电力饕餮”。规模随AI芯片等算力基础设施猛烈需求而呈指数级扩张的高耗能AI数据中心背后离不开电力供应这一核心基础，这也是“AI尽头是电力”这一市场观点的由来。华尔街金融巨头高盛近期在一份研究报告中将全球数据中心所驱动的截至2030年庞大耗电需求预测，上修为较2023年耗电量大幅扩张175%(高盛的先前预测为+165%)，相当于再增加一个“全球前十耗电大国”的电力资源负荷。在高盛的策略分析师团队看来，AI大模型的尽头就是电力——该机构强调堪称“吞电巨兽”的AI将带来史无前例的全球范围电力“超级需求周期”与电力股“超级牛市”。谷歌在11月下旬重磅推出Gemini3 AI应用生态之后，这一最前沿AI应用软件随即风靡全球，推动谷歌AI算力需求瞬间激增。Gemini3 系列产品一经发布即带来无比庞大的AI token处理量，迫使谷歌大幅调低Gemini 3 Pro与Nano Banana Pro的免费访问量，对Pro订阅用户也实施暂时限制，叠加韩国近期贸易出口数据显示HBM存储系统以及企业级SSD需求持续强劲，进一步验证了华尔街所高呼的“AI热潮仍然处于算力基础设施供不应求的早期建设阶段”，这也意味着未来电力需求将持续处于激增态势。国际能源署(IEA)一份预测报告显示，到2030年，全球数据中心的电力需求将增长一倍以上，达到约945太瓦时(TWh)，略高于日本目前的总用电量，人工智能应用将是这一增长的最重要驱动力;IEA预计到2030年，聚焦人工智能的数据中心的整体电力需求将至少增长四倍以上。因此在当前以及未来很长一段时间的全球脱碳化大趋势之下，核能这一高效且稳定的清洁能源近年来成为亚马逊、谷歌以及微软等科技巨头最青睐的能源。这种兼具清洁、稳定与高效属性的能源有望为他们无比庞大的数据中心提供24小时不间断的强大电力支持。因此，全球政治家以及科技企业们当前对于核能与核电站的支持可能比20世纪70年代以来的任何时候都要强烈。比如，微软与美国能源巨头Constellation签署长期购电协议以推动三哩岛1号机组(约835MW)重启，亚马逊与Talen锁定大约1.92GW核电为亚马逊旗下的全球最大规模云平台AWS的一大型AI数据中心供电，谷歌也与Kairos规划到2035年部署合计500MW先进核电以匹配数据中心新增负载。最引人注目的莫过于美国政府对核反应堆的态度全面转变，尤其是特朗普重返白宫后大举推进美国核电复兴。美国总统特朗普已经签署多项总统行政命令推动美国核能产业改革，包括扩大美国核能规模、核能产业链、缩短核电项目审批周期等;此举或吹响美国核电复兴号角。受到特朗普签署所谓多项“核电复兴令”所带来的积极影响，这也是为何美股市场的OKLO，以及全球核能与核电相关的股票价格持续大涨。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2595902764","isCrawlerRequest":true}

韩国监管两年来首放行新反应堆! AI尽头是电力 核电正在成为算力时代的“硬底座”

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韩国监管两年来首放行新反应堆! AI尽头是电力核电正在成为算力时代的“硬底座”