Schwab Network发布 2026-11-09
《Constellation Energy Earnings Shoots for Stars: Report Backs CEG Place in AI Buildout》引用来源：Seth
$LTBR看涨
AI 摘要 · Lightbridge Fuel 可在不改动设备的情况下将现有反应堆出力提高 10%，改动设备则可提高至多 20%，并为新建反应堆额外带来约三分之一的功率。其爱达荷国家实验室工厂的 DOE 协议正在敲定，明年开工，公用事业采用预计将循序渐进：先小规模升级，再大规模升级，最后新建机组。
Seth，我们平时通常是当面交流的，但我很高兴你今天能参加这个讨论环节，因为这和我们的讨论极其相关。作为最后一个问题，我现在想转向 Lightbridge。我们谈到了 Lightbridge Fuel，它开发的一部分目的就是帮助现有反应堆发出更多电力，而这正是我们现在讨论的内容。
你的技术如何融入这个更大的升级机会？在更多公用事业公司将其商业化采用之前，还需要做哪些工作？
Seth, normally we talk in person, but I'm so glad you're on the panel today because it's extremely relevant to our discussion and for our last question, I'd like to turn now to Lightbridge.
We talked about Lightbridge Fuel and part of its development is to help existing reactors produce more power, which is what we're discussing right now. How does your technology fit into this larger upgrade opportunity and what more needs to be done before more utilities adopt it commercially?
他说在等