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_老虎社区_美港股上老虎

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09-26

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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href=https://finance.sina.com.cn/roll/2024-09-26/doc-incqmpyx3473145.shtml><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-09-26/doc-incqmpyx3473145.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B3SWFQ91.USD","symbol_name":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) 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Energy）签订了一份为期20年的电力购买协议——三里岛协议，原因是微软需要大量的清洁能源来满足其人工智能数据中心的电力需求。这可能会激励核能供应链的优化和扩展，包括铀矿开采、核燃料加工、核反应堆建设和维护等环节。这份协议令市场看到了清洁能源需求的巨大潜力，即随着数据中心和其他大型能源消费者对电力需求的增加，核能作为一种稳定和低碳的能源选择，其需求可能会持续增长。9月20日周五协议公布后，核能概念股飙涨。星牌能源股价当日收涨22.29%创下史上最大单日涨幅，同行业其他个股也随之上涨，另一家核能公司Vistra当日股价飙涨16.60%，截至今日涨幅仍居标普500大盘榜首，截止周三收盘，今年迄今已累涨逾209%，甚至超过了英伟达149.4%的涨幅。铀矿股也成功扭转年内颓势。在微软达成核协议之前，北美最大的铀生产商Cameco的股价全年下跌。达成协议后截至周三收盘，该股在今年迄今已累涨超10.4%，2023累涨约91%。另一家铀生产商Denison Mines也抹去了今年全部跌幅且累计涨超6.2%。Global X研究分析师Kenny Zhu在电话采访中强调： “就在一年前，人工智能相关的功耗革命甚至还没有出现。微软和三里岛的“知名度”有助于投资者正确看待该领域的潜在上升空间。”目前投资者紧盯下一轮可能的交易机会。除了已经暴涨的股票外，华尔街分析师认为美国其他公用事业股有上涨空间。古根海姆分析师Shahriar Pourreza曾预测：“我们相信美国将会有大量的数据中心之都。Ameren Corp.、美国电力、杜克能源、Entergy、Evergy、Exelon和FirstEnergy等公用事业公司都是“相对于其潜在上升空间估值最合理的。”分析师认为铀矿开采商的股价将继续上涨，铀需求增长可能进一步加速。数据显示，近年来，铀的需求年增长率约为4%，高于2010年至2020年大部分时间的1%。KeyBanc分析师Sophie Karp写道，微软的电力购买协议“成为展示核能发电在人工智能时代价值的重要催化剂”。她表示，公用事业领域的这种势头可以继续下去。Sachem Cove Partners的首席投资官Michael Alkin预测，随着数据中心和人工智能技术对电力需求的不断增加，以及一些停运的核电站重新投入使用，铀的需求增长可能会进一步加速。Global X的分析师Zhu表示，随着这些公用事业公司购买核燃料，铀矿开采商可能会从长期受益。风险提示及免责条款            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。          \n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}