美国领先的铀生产商Energy Fuels Inc（股票代码：UUUU）在周一夜盘交易中股价大涨12.79%，引发市场广泛关注。这一显著涨幅背后有多重利好因素支撑。
首先，高盛近期发布的一份报告指出，人工智能发展的最大障碍是电力供应。报告预计到2027年，全球数据中心电力需求将增长50%，到2030年将增长160%。为突破这一瓶颈，需要大力发展包括核电在内的多元化能源。这一观点极大提振了核能相关股票的市场信心。
其次，摩根大通宣布启动为期十年、总额高达1.5万亿美元的"安全与韧性倡议"，计划在能源技术和关键矿产等战略领域进行大规模投资。作为美国重要的铀生产商和稀土元素生产商，Energy Fuels有望从中受益。此外，中美贸易关系的新变化，特别是在稀土元素领域的最新动向，也推动了包括Energy Fuels在内的美国稀土概念股全面上涨。这些因素共同推动了Energy Fuels股价的强劲表现，反映出投资者对公司未来发展前景的乐观预期。
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