中广核矿业(01164)早盘涨超8%,截至发稿,股价上涨5.70%,现报1.67港元,成交额4900.20万港元。
华源证券指出,大规模的AI基建,电力资源或将是stargate率先需要解决的,建议关注小堆公司,同时受此带动上游资源品铀相关的投资机会。
此前,中银国际发布研究报告称,更新中广核矿业(01164)2026年盈利预测,基于新的铀价及定价程式假设,并上调对该股目标价,由2.1港元升至2.4港元,相当于预测2026年市盈率10倍,评级“买入”。该行重申中广核矿业为今年行业首选股。
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