微软核电协议凸显核能需求增长,铀矿股和核能概念股涨势强劲

华尔街见闻
26 Sep 2024

微软与星牌能源签订的三里岛协议,直接让核能需求的巨大潜力摆在明面上,令核能概念股和铀矿股飙涨。核能公司Vistra涨幅仍居标普500大盘榜首,今年迄今已累涨逾209%,超过英伟达149.4%的涨幅。分析师预计,随着数据中心和其他大型能源消费者对电力需求的增加,核能需求可能还会进一步增长。微软与星牌能源签订的三里岛协议,令核能需求利好直接摆在“明面上”,直接点燃核能概念股和铀矿股飙涨情绪。此前9月...

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