中广核矿业(01164.HK)今日盘中大涨5.91%,引起市场广泛关注。
消息面上,俄罗斯近期宣布暂时限制向美国出口浓缩铀,此举被机构认为旨在反制美国之前禁止进口俄罗斯铀。有分析师指出,这一举措或会短期提振铀价走高。
另外,机构表示美国正处于核电复苏阶段,AI用能需求及减碳目标驱动了核电快速发展,核燃料铀等领域有望受益。从这一角度来看,中广核矿业作为核燃料供应商或将获利。
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