【券商聚焦】海通国际:特朗普政府最新核电相关行政命令带动核电全产业链重估

金吾财讯
11 Jul

金吾财讯 | 海通国际研报指出,特朗普政府最新核电相关行政命令带动核电全产业链重估,强化核电作为 AI 能耗重要能源类型的投资逻辑,建议关注 :EntergyTalen Energy、Constellation Energy、NuScale PowerOkloCentrus Energy、Cameco中广核矿业

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