Global X铀ETF（URA）今日盘中大跌5.03%，引发市场关注。
消息面上，伊朗议会发言人周二表示，若伊朗再次遭受攻击，可能将铀浓缩丰度提升至90%的武器级水平。这一言论加剧了地缘政治紧张局势，市场担忧核扩散风险可能影响全球铀市场和相关产业的稳定前景。
目前，伊朗拥有约400公斤丰度为60%的浓缩铀库存，技术上已接近武器级门槛。美伊外交陷入僵局，核议题成为双方谈判的核心争议点。分析认为，地区核威胁升级可能引发国际社会更严格的监管或制裁，从而对铀矿开采、贸易及核能相关企业的运营环境构成不确定性，拖累追踪该板块的ETF表现。
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