Nuclear Power: Emerging as a Strategic Asset Amidst AI and Energy Security Concerns
Nuclear Power: Emerging as a Strategic Asset Amidst AI and Energy Security Concerns
According to NH-Amundi's 'September HANARO ETF Report', the simultaneous rise of artificial intelligence and energy security issues has brought nuclear power into the spotlight as a strategic asset. In this context, domestic nuclear power companies in Korea are poised to benefit significantly, especially with giant IT companies like Amazon, Google, and Microsoft showing interest in small modular reactors (SMRs). These companies are entering into investments and contracts surrounding SMRs, potentially offering opportunities for companies like Doosan Enerbility. In a recent development, 'Team Korea' outbid Westinghouse to secure a nuclear project in the Czech Republic, further proving the competitiveness of Korean nuclear companies on the global stage. Consequently, NH-Amundi has proposed the 'HANARO Nuclear iSelect ETF', which allows investors to capitalize on the growth potential of Korea's nuclear industry. This strategy underscores the expectation of continued growth in the nuclear sector.
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NH-Amundi 'AI-Induced Nuclear Demand, Opportunity for Domestic Companies'... Presents Thematic Investment via ETF - Metro NewsNH-Amundi Asset Management has published the 'September HANARO ETF Monthly Report'. The report released on the 10th analyzes the trend of nuclear power gaining attention as a strategic asset amidst the expansion of artificial intelligence (AI) and global energy security issues, and forecasts that domestic nuclear companies could benefit.
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메트로신문23 hours ago
NH Amundi: 'AI-driven Nuclear Demand, Opportunity for Domestic Firms'...Presenting Thematic Investment with ETFs - Metro NewsNH-Amundi Asset Management has published the 'September HANARO ETF Monthly Report'. The report, released on the 10th, analyzes how nuclear power is gaining attention as a strategic asset amidst the spread of artificial intelligence (AI) and global energy security issues, and it predicts that domestic nuclear power companies could benefit.
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