Centrus Energy Corp. (LEU.US)10月17日股价大涨逾6%,引发市场广泛关注。分析人士认为,此轮股价上涨主要源于以下几个方面的利好因素:
首先,美国政府与Centrus Energy等4家公司签订了总值最高27亿美元的初步合同,授权其为新型小型核反应堆生产高浓缩铀燃料(HALEU)。这为Centrus Energy带来了长期稳定的合同订单和收入,有利于公司未来业务发展。
此外,人工智能技术的快速发展使得数据中心对稳定清洁电力的需求日益增长,从而推动了核能发电需求的上升。作为全球主要的浓缩铀供应商之一,Centrus Energy可望从趋势性需求增长中获益。 第三,由于美国已禁止从俄罗斯进口铀产品,再加上哈萨克斯坦等主要铀生产国提高了税收,预计将导致浓缩铀供应出现紧缺。这将进一步推高浓缩铀价格,Centrus Energy的产品将获得更高的市场需求和溢价。
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