智通财经APP获悉，核电股走势强劲，截至发稿，中广核矿业(01164)涨19.88%，报1.99港元；中核国际(02302)涨16.07%，报4.19港元。
消息面上，据报道，当地时间周二，美国最大核电站所有者Constellation Energy官宣，与美国科技巨头Meta签署了一个长达20年的核电协议。有分析认为，这项协议表明全球科技巨头亟须确保运行数据中心和人工智能的能源，或将进一步刺激全球核电需求增长。
浙商证券此前指出，自2019年中国复批核电机组、2021年全球主要国家陆续表态支持核电重启以来，本轮核电复苏周期已持续深入多年，以中国为代表的发展中国家持续推动新机组批准、建设、并网，核电发展趋势已极为明确。作为核电燃料，天然铀将显著受益此次远期核电需求预期增长，且天然铀供需偏紧格局或将进一步强化，天然铀长牛可期。
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