金吾财讯 | 招银国际表示，该机构自下而上的行业分析显示，在美国核电站恢复的推动下，2026-2030 年的核电需求可能会出现超预期上涨，而人工智能将在长期（2030年后）推动核电结构性需求增长。然而，在供应方面，该机构预测现有铀矿产量将在2027年达到峰值，而新矿的贡献率将从2027年的4%上升到2030年的17%，这使得整体供应容易受到投产延迟的影响。该机构的分析意味着铀价将受到供应紧张的支撑，且供应紧张的持续时间可能比预期更长，强化该机构对铀行业的乐观看法。该机构重申对中广核矿业(01164)的买入评级，并上调目标价至3.67港元。尽管过去两个月股价大幅上涨，但该机构预计在供应紧张的推动下，铀价持续回升将成为股价催化剂。
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