中广核矿业(01164)早盘涨近6%,截至发稿,股价上涨5.38%,现报1.96港元,成交额4800.85万港元。 中信证券指出,AI用能需求叠加减碳目标驱动美国核电快速发展,近年来互联网企业频繁与核电运营商签订长期购电协议。该行认为美国核电正处于复苏阶段,SMR等新技术完美契合AI用能需求及减碳目标,有望深度受益数据中心等新兴用能需求。建议从核燃料(铀)、核电设备、乏燃料处理、核电运营商等...
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