8月22日 - ** 美国核相关股票上涨,追随华尔街因降息希望而出现的涨势.N
** 美国联邦储备理事会(美联储/FED)主席杰罗姆-鲍威尔在杰克森霍尔研讨会上发表讲话时指出, (link),央行可能在下次政策会议上降息。
** 较低的利率降低了核电站等昂贵的长期项目的资金成本,使新项目和扩建项目的融资成本更低
** 铀生产商上涨:Cameco CCO.TO上涨4%,Centrus Energy LEU.A上涨4.1%,enCore Energy EU.O上涨6.2%,Uranium Energy UEC.A上涨7.5%,Energy Fuels UUU.A跳涨超过10%。
** 从事小型核反应堆开发的公司股票也出现上涨:NuScale Power SMR.N上涨 5.3%,Nano Nuclear Energy NNE.O 和 Sam Altman 支持的 Oklo OKLO.N 均上涨 6
** 核电公用事业公司 GE Vernova GEV.N上涨 2.8%,Vistra VST.N上涨 2.6%,Constellation Energy CEG.O上涨 1.2%,Talen Energy TLN.O上涨 1.4
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