根据追风交易台消息,高盛最新核能行业研报指出,全球铀矿市场正走向一个结构性短缺时代。这一趋势将于2025年开始加速,到2040年全球铀矿缺口将达1.3亿磅。同时核电需求在AI时代激增,全球核电装机潮迎来全面爆发。分析指出,铀矿供需失衡、核电需求激增及其他电气化趋势将共同推动核能产业链的投资价值。Zerohedge称,核电主题将在2030年代持续跑赢市场,并很可能延续至2040年。值得注意的是,铀...
Source Link根据追风交易台消息,高盛最新核能行业研报指出,全球铀矿市场正走向一个结构性短缺时代。这一趋势将于2025年开始加速,到2040年全球铀矿缺口将达1.3亿磅。同时核电需求在AI时代激增,全球核电装机潮迎来全面爆发。分析指出,铀矿供需失衡、核电需求激增及其他电气化趋势将共同推动核能产业链的投资价值。Zerohedge称,核电主题将在2030年代持续跑赢市场,并很可能延续至2040年。值得注意的是,铀...
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