Centrus Energy Corp(LEU)盘前大涨超5%,引发市场广泛关注。分析人士认为,这与全球对核能及浓缩铀的投资热度持续高涨密切相关。
随着人工智能与大型语言模型的高速发展,科技巨头们加大对高能效算力的投资以满足数据中心需求,推动了对核电及其燃料核心资源浓缩铀的需求不断增加。报道显示,亚马逊、谷歌、微软等企业纷纷宣布,将投资建设新的核反应堆或重启已关闭的核电站,希望借此获得稳定清洁的电力供应。
同时,新开采的铀矿无法及时投产,加之美国禁止从俄罗斯进口浓缩铀以及哈萨克斯坦提高铀矿税收,全球浓缩铀供应可能出现短缺。对于主要从事浓缩铀供应的Centrus Energy Corp而言,供求关系的变化将显著提升其产品价格与市场需求,从而推动公司股价上涨。
Disclaimer: 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.