核电股今日走高，截至发稿， 涨超9%， 涨超7%。消息面上，据追风交易台消息，摩根大通近日报告揭示了一个日益紧张的市场现实：一边是核能复兴和AI革命带来的爆炸性需求，另一边却是主要生产商的减产和地缘政治引发的供应瓶颈。今年以来，铀的现货和期货价格已上涨约5%。价格上涨的背后，是全球主要生产商如Kazatomprom和Cameco纷纷削减产量，而中国迅猛的核电建设与AI数据中心带来的巨大电力需求，正...
Source Link核电股今日走高，截至发稿， 涨超9%， 涨超7%。消息面上，据追风交易台消息，摩根大通近日报告揭示了一个日益紧张的市场现实：一边是核能复兴和AI革命带来的爆炸性需求，另一边却是主要生产商的减产和地缘政治引发的供应瓶颈。今年以来，铀的现货和期货价格已上涨约5%。价格上涨的背后，是全球主要生产商如Kazatomprom和Cameco纷纷削减产量，而中国迅猛的核电建设与AI数据中心带来的巨大电力需求，正...
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