Group 1 - 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 Kazatomprom and China Uranium Corporation, which are recognized as the three largest natural uranium suppliers globally [1] Group 2 - Following the bullish report from UBS, Cameco's stock has shown active performance, reaching $116.39 on February 12, 2026, with a cumulative increase of 6.51% over the past five days and a price fluctuation of 6.64% [2] - On February 9, 2026, Cameco's stock surged by 6.20% to $120.68, with a trading volume of $429 million; however, it experienced a decline of 2.34% on February 12, 2026, while still achieving a year-to-date increase of 27.22%, significantly outperforming the overall uranium sector [2]
瑞银大幅上调铀价预测，卡梅科股价表现活跃
Jing Ji Guan Cha Wang·2026-02-13 13:59