周三盘中，港股核电板块集体飙升，其中中广核矿业表现尤为亮眼，盘中大涨28.31%，引发市场广泛关注。
此轮涨势背后，主要受到全球核电需求激增的利好消息推动。据报道，美国科技巨头Meta与Constellation Energy签署了为期20年的核电供应协议，凸显了科技公司对确保数据中心和人工智能运营所需能源的迫切需求。这一举动预计将进一步刺激全球核电需求增长，为核电行业带来新的发展机遇。
与此同时，高盛最新研报指出，核电正迎来"十年黄金周期"。报告预测，到2040年全球铀矿缺口将达1.3亿磅，全球核电装机潮全面爆发，核技术迎来显著增长拐点。作为核电燃料供应商，中广核矿业有望直接受益于这一行业趋势。在人工智能时代能源需求激增的背景下，市场对核电股的关注度明显提升，推动了中广核矿业股价的强劲上涨。
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