2024年10月17日,Centrus Energy Corp(LEU.US)股价盘中大涨16.12%,引发市场广泛关注。此轮大涨与人工智能技术的高速发展密切相关。
据报道,随着ChatGPT等大型语言模型的普及,以及人工智能深度学习模型的算力需求不断增长,科技巨头们加大了对核能和核电站的投资,以期获得稳定且清洁的电力,满足数据中心的日益旺盛的用电需求。
与此同时,全球浓缩铀供应或将面临短缺。一方面,美国已禁止从俄罗斯进口浓缩铀,俄罗斯在全球浓缩铀供应中占有重要地位;另一方面,哈萨克斯坦大幅提高了铀矿税收,可能进一步加剧供应紧缺状况。
作为全球主要的浓缩铀供应商之一,Centrus Energy Corp.受益于这一供需关系变化,公司产品的市场需求和价格有望提升,从而推动股价大幅上涨。分析人士认为,要跟上人工智能热潮带来的算力需求增长,未来对浓缩铀等核燃料的需求仍将持续增长,股价表现值得市场持续关注。
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