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收评:沪指冲高回落微涨0.01% 银行板块集体回落
Xin Hua Cai Jing· 2025-07-11 07:41
截至收盘,沪指报3510.18点,涨幅0.01%,成交7535亿元;深证成指报10696.10点,涨幅0.61%,成交 9586亿元;创业板指报2207.10点,涨幅0.80%,成交4600亿元。 中金公司:电网方面,1-5月国内电网投资保持高景气,特高压核准节奏虽慢于预期但有望在三季度快 速追赶,面临新能源消纳压力,认为全年以及未来两三年电网投资均有望保持向上趋势。工控方面, 2025年一季度以来部分行业需求持续改善,整体库存去化顺畅,但整体资本开支动能仍略显清淡,新周 期有望窄幅波动。此外,中金公司重点提示关注新质生产力(AIDC+人形机器人)、核能复兴、出海 三大投资方向。 中信证券:目前情况看,银行板块"稳定回报"基础进一步夯实,一方面源于宏观政策、监管政策对盈利 稳定性的贡献,另一方面包括险资、公募和AMC公司的增持,进一步强化"稳定回报"属性。个股方 面,预计下阶段交易型资金将重点关注低估值品种。 消息面上 新华财经北京7月11日电 A股三大指数7月11日全天冲高回落,沪指微幅收涨,创业板指、深成指则小幅 收涨。盘面上,券商股集体走强,中银证券、中原证券等涨停;稀土永磁概念股集体爆发,北方稀土等 ...
Why NuScale Power Stock Rocketed 23.7% Higher in June
The Motley Fool· 2025-07-04 17:33
Core Viewpoint - NuScale Power's stock has shown significant growth, rising 23.7% in June following a 93% increase in May, driven by political support for nuclear energy and potential deals with data center developers [2][4]. Group 1: Political Support and Regulatory Approvals - President Trump's executive orders aimed at revitalizing the nuclear energy sector have contributed to investor enthusiasm, focusing on advanced nuclear technologies for national security and AI infrastructure [4]. - The Nuclear Regulatory Commission's approval of a second design for NuScale Power's small modular reactors (SMRs) has been a key catalyst, with the company now having two approved designs: a 50 megawatt and a 77 megawatt power module [4]. Group 2: Business Development and Market Interest - NuScale Power is reportedly in discussions with several "Tier 1" hyperscaler companies interested in purchasing power, indicating strong market interest and potential for future contracts [5]. - The trend of hyperscaler companies investing heavily in data centers tailored for AI is evident, with partnerships forming between these companies and SMR developers, such as Alphabet's deal with Kairos [6].
Foremost Clean Energy Successfully Regains Compliance with Nasdaq Minimum Bid Price Requirement Supported by Significant Trading Volume and +260% Increase in Share Price
Globenewswire· 2025-05-27 13:00
Share price increased by 264% from April 7, 2025 (non-compliance notice) to US$2.60 by May 22, 2025 (compliance achieved) indicating strong market sentiment and investor confidence in Foremost’s business strategy VANCOUVER, British Columbia, May 27, 2025 (GLOBE NEWSWIRE) -- Foremost Clean Energy Ltd. (NASDAQ: FMST) (CSE: FAT) (“Foremost” or the “Company”) an emerging North American uranium and lithium exploration company, today announced that on May 23, 2025, it received written notice (the “Compliance Noti ...