瑞银上调铀价预测 卡梅科股价逆势上涨

Core Insights - UBS has significantly raised its uranium price forecast, expecting an average price of $95 per pound from 2026 to 2028, compared to the current spot price of $85 per pound [1] - The global uranium mining industry is benefiting from a triple resonance of policy, industry, and supply-demand dynamics, with multiple countries restarting nuclear power strategies driving demand growth [1] - Cameco is highlighted as a core beneficiary company, alongside Kazakhstan's Kazatomprom and China Uranium Corporation, as the three largest natural uranium suppliers globally [1] Company Performance - Cameco's current institutional target average price is $122.30, with 87% of 23 covering institutions rating it as a buy or hold as of February 2026 [1] - Earnings forecasts indicate significant year-on-year net profit growth across multiple quarters for Cameco [1] - Over the past week (February 6 to 11, 2026), Cameco's stock price fluctuated between a 7.94% increase and a 10.01% range, with a notable single-day increase of 6.20% on February 9, coinciding with the release of UBS's bullish report [1] Market Context - As of February 11, 2026, Cameco's stock closed at $117.96, experiencing a slight decline of 0.11% on that day, but has seen a cumulative increase of 28.93% year-to-date [1] - In contrast, the overall uranium sector has seen a decline of 2.06%, indicating Cameco's relatively strong performance with a total market capitalization of approximately $51.36 billion [1]