BUZZ-2025 年铀库存因核需求增加而上升12月31日 - ** 铀生产商Energy Fuels UUU.A、Cameco Corp CCO.TO, CCO.N和Uranium Energy UEC.A的股价分别上涨117%、69.3%和75.9%。
** 2025 年,Centrus Energy LEU.N 大涨近 279
** 数据中心需要大量能源为人工智能热潮提供动力,对铀的需求激增,推动了股票的上涨
** 核动力能源对亚马逊、谷歌、微软和 Meta 等大型科技公司来说是一个极具吸引力的选择,因为它可靠且碳足迹近乎为零。
** 该行业还受益于美国总统特朗普(Donald Trump)推动的减少监管、快速审批反应堆和发电厂新许可证的政策,力图将多年的审批过程缩短至 18 个月。
** 山姆-奥特曼支持的小型模块化反应堆制造商Oklo OKLO.N 今年以来大涨236%。
** Global X铀ETF URA.P投资于一系列与铀相关的股票,年初至今上涨了59.86%。
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