澳大利亚铀矿商帕拉丁能源（Paladin Energy Ltd，股票代码：PDN.AU）今日盘中大涨9.05%，成为市场关注焦点。
这一显著涨幅主要受到科技巨头Meta与美国星座能源（Constellation Energy）签署核电协议的利好消息推动。该协议旨在将一座位于伊利诺伊州的反应堆延长运营20年，反映出核能在未来能源结构中的重要地位。这一举措也凸显了由于人工智能和高能耗数据中心的快速扩张，核反应堆关键燃料铀的需求正在上升。
值得注意的是，不仅帕拉丁能源表现亮眼，其他澳大利亚铀矿商如Boss能源和深黄也出现了4.7%至6.9%的涨幅。帕拉丁能源的股价涨幅在澳大利亚ASX200指数中位居前列，创下自5月26日以来的最大盘中百分比涨幅。尽管如此，该公司股价年初至今仍下跌22%，显示出铀矿行业的波动性及其对全球能源政策和市场需求变化的敏感性。
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