X-Energy（股票代码：XE）今日盘中股价大幅上涨6.39%，引起了市场的广泛关注。
消息面上，此次上涨主要受到多家投资机构集中发布积极研报的推动。Cantor Fitzgerald首次覆盖X-Energy，并给予“增持”评级，目标价定为38美元。在此之前，摩根大通、瑞银、古根海姆及道明考恩等多家投行也已相继启动覆盖，并给出了高于当前股价的目标价，形成了机构看多的热潮。
摩根士丹利在相关研报中指出，X-Energy凭借其轻资本商业模式和独有的TRISO-X燃料技术优势，有望在2040年前部署约20吉瓦的核电装机容量。多家机构密集的首次覆盖和积极评价，显著提振了市场对该公司未来增长潜力的信心，从而推动了股价在盘中的强势表现。
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