高盛称,随着全球核能产业发展的最新动态,铀价不仅将在未来几年飙升,而且极有可能成为“下一个黄金”,认为日益扩大的结构性供应短缺将成为推动价格上涨的核心动力。 高盛策略师Brian Lee在最新的“Nuclear Nuggets”报告中预测,到2026年底,现货铀价格预计将升至每磅91美元左右,与目前的约76美元相比,意味着至少有约20%的上涨空间。尽管不同的机制驱动着现货和长期合约市场,但该行认为...
Source Link高盛称,随着全球核能产业发展的最新动态,铀价不仅将在未来几年飙升,而且极有可能成为“下一个黄金”,认为日益扩大的结构性供应短缺将成为推动价格上涨的核心动力。 高盛策略师Brian Lee在最新的“Nuclear Nuggets”报告中预测,到2026年底,现货铀价格预计将升至每磅91美元左右,与目前的约76美元相比,意味着至少有约20%的上涨空间。尽管不同的机制驱动着现货和长期合约市场,但该行认为...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.