中广核矿业(01164)股价今日盘中大涨7.34%,引发市场关注。此番大涨主要受两方面因素推动。
一方面,中银国际发布研究报告,上调对该股目标价至2.4港元并给予"买入"评级,基于新的铀价及定价假设,相当于预测2026年市盈率10倍。分析人士指出,中资券商上调评级及目标价,显示券商看好中广核作为核燃料供应商的长期前景。
另一方面,特朗普政府将重点发展人工智能,有利于推动核聚变技术突破,从而催化核能产业发展。与此同时,全球最大铀矿商哈萨克国家原子能公司产量指引有下调风险,可能带动铀价上涨。这两个利好因素也有望提振作为铀贸易商的中广核矿业表现。
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