周二盘前，美国领先的铀生产商Energy Fuels Inc（股票代码：UUUU）股价大涨7.66%，延续了周一的强劲涨势。这一显著涨幅背后有多重利好因素支撑。
首先，摩根大通近日宣布启动为期十年、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，高盛最新报告指出，人工智能发展面临的最大障碍是电力供应，预计到2030年全球数据中心电力需求将增长160%。这一观点极大提振了包括核能在内的多元化能源相关股票的市场信心。
值得注意的是，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。在此背景下，多只稀土概念股在盘前继续大涨，反映出投资者对该行业未来发展前景的乐观预期。Energy Fuels作为稀土和铀生产的双重受益者，其股价表现尤为亮眼。
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