U.S. Nuclear Energy Revival Boosts Power Stocks; Bright Outlook for Power ETFs

On May 23, U.S. President Trump strongly endorsed nuclear energy by signing an executive order to launch a nuclear energy revival plan. By 2050, it is expected that the nuclear power generation capacity in the U.S. will quadruple, stimulating the rise of nuclear-related stocks and power stocks in the U.S. The demand for electricity driven by AI is also on the rise, and investment firms suggest that the recent favorable nuclear policies will make power stocks a growth focus for the second half of the year. Investors are encouraged to consider U.S. power ETFs for long-term potential.
U.S. major indexes rebounded in May, and consumer confidence exceeded economists' expectations, contributing to the bullish sentiment in the stock market. Following Trump's signing of the nuclear revival order, power stocks continued to rise, showing signs of significant growth.
Market experts indicated that stocks benefiting from the nuclear revival plan include Eaton (ETN), Duke Energy (DUK), and Southern Company (SO). According to recent statistics, the Shin Kong U.S. Power Infrastructure ETF (009805) holds the highest proportion of U.S. nuclear stocks at 28.04%.
Experts recommend that investors optimistic about long-term prospects for U.S. nuclear power can utilize ETFs to engage in strategic deployments in this energy uptrend. Shin Kong Investment Trust suggests that power stocks will be the main battlefield for future investments with significant long-term growth potential.