美股异动 | 部分核电概念股走强 Talen Energy(TLN.US)涨超10%

智通财经
Jan 15

智通财经APP获悉,部分核电概念股走强,截至发稿,Talen Energy(TLN.US)涨超10%,Vistra Energy(VST.US)涨超7.5%,Energy Fuels(UUUU.US)涨超5%,Constellation Energy(CEG.US)涨近4%。消息面上,美国两党议员将推出一项新法案,计划建立规模达25亿美元的"战略韧性储备"(Strategic Resilience Reserve),用于储备关键矿产。这一举措旨在减少美国对外部供应链的依赖,并为国内科技和制造业提供稳定的原材料保障。

这项名为《矿产安全法案》(SECURE Minerals Act)的提案定于当地时间周四由参议员Jeanne Shaheen和Todd Young,以及众议员John Moolenaar和Rob Wittman共同提出。

该法案将建立一个关键矿产交易中心,其运作模式介于战略石油储备和美联储之间:在物理层面,它将建立类似于战略石油储备(Strategic Petroleum Reserve)的仓储设施;在治理层面,它将设立一个类似于美联储的监管委员会,负责监督关键材料的储备与释放。

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