海外AI:近期核电产业链催化频现,核电需求预期持续上行。本周纽约州长宣布纽约将建造15 年来美国首座新的商业核电站,预计带动核燃料中长期需求增长。与此同时,SPUT 自融资2 亿美元以来持续采购实物铀,自融资以来累计买入115 万磅U3O8,带动现货铀价自6 月13 日的69.75 美元/磅上涨至6 月27 日的79.05 美元/磅。我们认为,政策驱动与金融力量共振,或推动铀价在短期内延续强势,...
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