中广核矿业(01164.HK)今日盘中大涨7.59%,引起了市场的广泛关注。
消息面上,特朗普政府宣布对加拿大、墨西哥等三个最大贸易伙伴征收新关税,引发人们担心全面贸易战将扰乱全球供应链。铀矿方面,2023年美国总共进口约5160万磅铀矿(U3O8),其中27%来自加拿大,22%来自墨西哥,两者总计占比49%。新关税政策可能会影响到这部分铀矿进口,从而推高铀矿价格,对铀矿贸易商和矿业公司如中广核矿业均会产生正面影响。
另一方面,OpenAI等知名科技公司计划在未来四年投资5000亿美元建设AI基础设施,电力资源将成为建设重点之一。一旦AI基建项目启动,有望拉动核电行业电力需求,间接提振上游核燃料资源如铀矿的价格走势和需求前景,对中广核矿业等铀矿贸易商和矿业公司有利。
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