铀和核能类股盘前上涨 美国政府与西屋电气签署核反应堆协议
Xin Lang Cai Jing·2025-10-28 12:27

Core Viewpoint - Uranium and nuclear energy stocks experienced a significant rise following the announcement of an $80 billion agreement between the U.S. government and Westinghouse Electric Company to build nuclear reactors to meet the growing electricity demand driven by artificial intelligence [1] Group 1: Company Developments - The strategic partnership involves Brookfield and Cameco Corp, indicating a collaborative effort to enhance nuclear energy infrastructure [1] - Cameco's stock surged by 15% in pre-market trading, reflecting strong investor confidence in the nuclear sector [1] - Other companies in the uranium and nuclear energy sector also saw notable stock increases, with Centrus Energy rising by 4.2% and Denison Mines up by 13% [1] Group 2: Market Reactions - The overall uranium and nuclear energy sector listed in the U.S. showed positive momentum, with stocks like Oklo, NuScale Power, and Nano Nuclear Energy increasing by 1.9%, 2.5%, and 2.5% respectively [1] - Brookfield Renewable's stock rose by 6.7%, further indicating a bullish sentiment in the renewable and nuclear energy markets [1] - The collective rise in these stocks suggests a growing investor interest in nuclear energy as a viable solution for future energy demands [1]