智通财经APP获悉，中广核矿业(01164)再跌超4%，截至发稿，跌3.89%，报1.73港元，成交额1.18亿港元。
消息面上，美国联邦能源监管委员会（FERC）上周投票否决了核电业者 Talen 能源公司为亚马逊数据中心增加供电的计划，导致该公司及其他美国核电公司股票周一大幅下跌。分析人士称，FERC 的决定是“对核电数据中心投资主题的重大打击”。中泰国际此前表示，美国企业对核电需求原则上支持铀矿长远需求及价格。
海通国际指出，供应端短期内的改善给现货价格带来下行压力，但供应端的恢复仍存在变数（硫酸成本及开采税率增加哈原公告开采压力、尼日尔局势的发展可能持续影响在尼矿山产量）。后续伴随美联储可能开启的降息周期，天然铀市场获得更多关注，或将驱动现货需求逐步回升，现货价格或将震荡上行。11月下旬，欧美公共日期天数增加，天然铀交易市场进入淡季，预计价格震荡企稳。
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