部分核电概念股走强 Talen Energy(TLN.US)涨超10%

Core Viewpoint - A new bipartisan bill in the U.S. aims to establish a $2.5 billion "Strategic Resilience Reserve" to stockpile critical minerals, reducing dependence on external supply chains and ensuring stable raw material supply for domestic technology and manufacturing [1] Group 1: Legislative Developments - The proposed legislation, named the "SECURE Minerals Act," will be introduced by Senators Jeanne Shaheen and Todd Young, along with Representatives John Moolenaar and Rob Wittman [1] - The bill will create a critical minerals trading center, functioning similarly to the Strategic Petroleum Reserve in terms of physical storage and resembling the Federal Reserve in governance [1] Group 2: Market Reactions - Several nuclear power-related stocks have seen significant gains, with Talen Energy (TLN.US) rising over 10%, Vistra Energy (VST.US) increasing by more than 7.5%, Energy Fuels (UUUU.US) up over 5%, and Constellation Energy (CEG.US) nearly 4% [1]