异动解读 | 美国AI用能需求推动核电复苏 中广核矿业盘中大涨5.49%

异动解读
03 Jan

中广核矿业(01164)今日盘中大涨5.49%,引发市场关注。

消息面上,近期美国互联网企业与核电运营商频繁签订长期购电协议,以满足庞大的AI用能需求。此外,为应对减碳目标,美国政府有意推进核电及新技术应用,如小型模块化反应堆(SMR)等,从而帮助提高核电项目经济效益。

作为我国大型铀资源运营商,中广核矿业作为核燃料供应链的上游产业,将受益于美国核电的复苏。因此该利好政策有望带动公司业绩表现,促使公司盘中股价出现较大涨幅。

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