The Nuclear Company(即TNC)于当地时间上周五晚间公布与美国钢铁生产商纽柯钢铁(NUE.US)所达成 的战略合作，旨在大幅提振美国核能和核电系统供应链，并以更加庞大的核电系统支持美国国内制造业 以及AI训练/推理系统所需的几乎无止境电力资源。 TNC在声明中表示，该合作将支持美国总统特朗普此前的一项行政命令——到2050年实现400吉瓦核电 装机目标，其中包括未来五年建设10 座超大型核反应堆。 这次TNC与纽柯钢铁的强强联手，本质是奠定与强化美国核电系统复兴的"制造与质量基座"：用美国本 土、可认证、可复制的核级钢与制造体系，给大堆改造与SMR扩张解锁供给、压缩不确定性、降低资 本化成本。对正高强度"斥巨资买核电"的OpenAI、META以及微软等超级AI/云计算巨头而言，它不直 接等于新增核电机组，但却是把长期、稳定、逐时零碳真的落到它们核电表上的必要前置条件。 AI尽头是电力! 电力中当属核电需求最火爆 史无前例的大型数据中心建设与扩建热潮正把全美电网电力需求推向20年来从未见的水平。PJM Interconnection近期发布的一份预测报告显示，未来15年(即到2035年)，夏季 ...

The Nuclear Company unveiled a strategic partnership late Friday with steel producer Nucor (NYSE:NUE) aimed at boosting the U.S. nuclear supply chain and support domestic manufacturing. TNC said the agreement focuses on evaluating steel materials and manufacturing processes that comply ...

These Buffett gems are primed for big things to come.Warren Buffett is among the world's most famous investors. It's not just his net worth -- around $150 billion, as of this writing -- that makes him great. It's Buffett's investing philosophy and the massive empire that he built out of Berkshire Hathaway (BRK.A 0.55%) (BRK.B 1.06%) that makes him the man every investor can learn something from.Buffett's investing philosophy shines through the stocks he owns through Berkshire Hathaway, many of which are par ...

战略合作 - 公司与美国钢铁制造商纽柯公司签署战略协议 [1] - 协议旨在加强国家核电供应链 [1] - 协议支持国内制造业发展 [1]

Sep 26, 2025 12:28 PM Eastern Daylight Time The Nuclear Company Collaborating with Nucor to Promote the Rebuilding of the U.S. Nuclear Supply Chain Share Agreement comes as China vastly outpaces the United States in reactor construction The Nuclear Company Co-founder and CEO Jonathan Webb, left, with Nucor Chair, President and CEO Leon Topalian discussing today's announcement at Nucor's headquarters in Charlotte. COLUMBIA, S.C.--(BUSINESS WIRE)--The Nuclear Company, which seeks to deploy gigawatt-scale nucl ...

It can't hurt to see where the smart money is going.It's not cool to peek over the shoulder of the smartest kid in your class to see what answer she gave for question No. 7 on a test. In the same spirit, you might peek to see what some of the richest investors have been buying -- and that's far less problematic. It's natural, in fact, to wonder where the supposed smart money is going.Here, then, are some relatively recent purchases made by some billionaires. I found them by checking their most recent 13F fi ...

Nucor Corporation (NYSE: NUE ) stock has lost around 10% of its market value in the past couple of trading sessions after the company issued guidance for Q3 on September 17, projecting a declineDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans across various sectors, with a part ...

Nucor Corporation (NYSE: NUE ) stock has lost around 10% of its market value in the past couple of trading sessions after the company issued guidance for Q3 on September 17, projecting a declineDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans across various sectors, with a part ...

Nucor Corporation (NYSE:NUE) is included among the 15 Best Performing Dividend Stocks So Far in 2025. Why Nucor (NUE) Ranks Among the Best Performing in 2025 Dividend Stocks Nucor Corporation (NYSE:NUE) is a North Carolina-based company that produces steel and related products. The company produces about a quarter of all raw steel made in the US. Its wide product lineup includes bars, beams, sheets, plates, grating, fasteners, joists, overhead doors, and full metal building systems. The company also serv ...

核心业绩指引 - 纽柯公司公布2025年第三季度每股收益指引区间为2.05至2.15美元[1] - 较2025年第二季度每股收益2.60美元环比下降21.2%至26.9%[1] - 较2024年同期每股收益1.05美元同比增长95.2%至104.8%[1] 分业务表现 - 钢铁厂业务收益因销量下降和利润率收缩而减少[2] - 钢铁产品业务在价格和需求稳定情况下因每吨平均成本上升导致收益下降[2] - 原材料业务因废钢加工业务盈利能力减弱而利润降低[2] 资本回报情况 - 第三季度以每股140.46美元均价回购70万股股票[3] - 年内累计回购480万股股票 均价126.26美元[3] - 2025年通过股票回购和股息向股东返还9.85亿美元[3] 股价表现比较 - 纽柯股价过去一年下跌2.5%[3] - 同期行业指数下跌18.3%[3] 同业公司表现 - 卡朋特科技当前财年每股收益共识预期9.51美元 同比增长27.14%[5] - 马赛克公司2025年每股收益共识预期3.17美元 同比增长60.10%[6] - 阿维诺银金矿当年每股收益共识预期0.11美元[9] 业绩超预期记录 - 卡朋特科技过去四个季度均超预期 平均超出幅度8.38%[5] - 阿维诺银金矿过去四个季度均超预期 平均超出幅度141.67%[9] - 马赛克公司过去四个季度中一次超预期 三次低于预期[6][9] 同业股价涨幅 - 卡朋特科技股价过去一年上涨57.9%[5] - 马赛克公司股价过去一年上涨31.6%[9] - 阿维诺银金矿股价过去一年飙升306.5%[9]