智通财经APP获悉，核电股今日走高，截至发稿，中核国际(02302)涨9.67%，报4.31港元；中广核矿业(01164)涨7.84%，报3.3港元。
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，正推动需求强劲增长。
此外，摩根士丹利报告指出，当前全球铀市场正经历着显著变化，供需格局的演变以及多重因素的作用，使得铀的市场前景备受关注。在供应趋紧、需求旺盛的背景下，价格展望乐观。摩根士丹利预计，铀价在2025年四季度将升至87美元/磅。供应挑战加剧、现货需求稳定、潜在合同量上升，再加上“核能复兴”的结构性支持，使得铀市场基本面坚实，价格具备进一步上行潜力。
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