海外AI：本周CCJ 披露2Q25 年业绩，业绩略超预期。Cameco 第二季度实现收入8.77 亿加元，同比增长47%，净利润达3.21 亿加元，调整后EBITDA 达6.73 亿加元，同比增长96%，体现出公司在核燃料产业链一体化布局下的高盈利韧性。尽管Key Lake 检修导致铀产量同比下降35%，但销售量同比增长40%，铀平均实现价格达到81.03 加元/磅（57.35 美元/磅），同比...
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