$GEV

GEV是一家稳定、多元化的公司,SMR协议势头强劲;建议作为跨越数十年的持有标的。

看涨他说的是几年内
《Uranium’s Supply Crunch Is Getting Worse — And Prices Could Go Much Higher》
Wealthion发布 2026-10-07 · 4 段内容
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4 段内容

其中一个值得关注的名字是GE Vernova及其BWRX-300设计。他们已经在安大略省达灵顿开始建造该类型的首座反应堆。通过多项交易,我们认为他们将在田纳西州的Clinch River厂址为田纳西河谷管理局建造一座。

几周前,核管理委员会(NRC)已就此发出初步批准,允许开始初期建设。所以,这是一件大事,而且相当明显,因为他们手头有很多交易正在推进。

One of the notable names is GE Vernova with its BWRX-300 design. They have already begun building the first reactor of this type in Darlington, Ontario. Through multiple deals, we believe they will build one at the Clinch River site in Tennessee for the Tennessee Valley Authority.

Initial approvals for this were issued a few weeks ago by the Nuclear Regulatory Commission (NRC) to begin initial construction. So, this is a big deal and quite obvious because they have a lot of deals in the works.

公司代表也出席这些会议,强调一旦我们的首座原型堆建成,需求将非常巨大,因为他们每天都会接到电话,并有人到访达灵顿厂址。

Company representatives also attend these conferences to emphasize that demand will be huge once our first prototype is built, as they receive daily calls and visits to the Darlington site.

它也不是一家只专注于单一领域的小公司。我的意思是,这是一家非常成熟且稳定的公司,不是吗?GE Vernova拥有非常多元化的投资组合。所以,你不会冒险去押注一家缺乏资金、需要大胆投资的初创公司,对吧?

It is also not a small company that specializes in only one field. I mean, it's a really well-established and stable company, isn't it? GE Vernova has a very diversified investment portfolio.

So, you wouldn't risk placing a riskier bet on a startup that lacks capital and needs bold investments, would you?

因此,就直接投资小型模块化反应堆(SMR)而言,这并不是最佳选择,但它仍然是一家非常成熟且成功的公司。这是那种你可以持有数十年、传给孙辈的股票。

Therefore, with regard to direct investment in small modular reactors (SMRs), it is not the best option, but it remains a very well-established and successful company. This is the kind of stock you hold for decades and pass on to your grandchildren.

这个频道对 $GEV 的历次判断

Wealthion 在这只股票上只有这一条判断。

2026-10-07看涨本条
其中一个值得关注的名字是GE Vernova及其BWRX-300设计。他们已经在安大略省达灵顿开始建造该类型的首座反应堆。通过多项交易,我们认为他们将在田纳西州的Clinch River厂址为田纳西河谷管理局建造一座。几周前,核管理委员会(NRC)已就此发出初步批准,允许开始初期建设。所以,这是一件大事,而且相当明显,因为他们手头有很多交易正在推进。
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