让铀再次伟大——大摩点评美国核电规划

华尔街见闻
03 Jun

特朗普要让美国核电复兴,华尔街巨头看好铀价走势。6月3日,据追风交易台消息,摩根士丹利在最新研报中称,美国核电计划强化了核电复兴的主题,为铀市场提供长期需求支撑,维持对2025年铀价的积极看法。摩根士丹利大宗商品策略师Amy Gower等认为,400吉瓦的核电产能规划目标,突显了特朗普政府支持核电的政策转向,这一趋势强化了铀的长期需求前景。核电产能开发的时间特性意味着对铀需求的直接影响有限,但可能...

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