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 ...

Finding the next big thing is easier said than done when it comes to the most significant and powerful themes in the global economy. Those who were early enough to the semiconductor boom born out of the artificial intelligence race are familiar with the effort and courage it takes to back an idea, or commercialize it, before it pops in the entire stock market. However, one area in the energy sector has all the characteristics of being one of the next booms in the global economy. The rate of fossil fuel depe ...

NANO Nuclear Signs a Memorandum of Understanding with UrAmerica Ltd. to Help Modernize and Develop Argentina's Nuclear Fuel Supply ChainJuly 08, 2025 9:56 AM EDT | Source: NANO Nuclear Energy Inc.New York, New York--(Newsfile Corp. - July 8, 2025) - NANO Nuclear Energy Inc. (NASDAQ: NNE) ("NANO Nuclear" or "the Company"), a leading advanced nuclear energy and technology company focused on developing clean energy solutions, today announced that it has signed a Memorandum of Understanding (MOU) ...

I'm not a huge fan of being dependent on government subsidized energy at all. If the government is having to play a role in funding stuff, there's something really questionable in terms of our sustainability on that energy production source. Cuz what you want is not just to make a bunch of energy in the next 6 years or 12 years.You want to make sure that you've got an engine for creating new energy production on a continuous basis so we climb nonlinearly the energy production curve. That's what we need to d ...

Donald Trump wants to re-establish America “as the global leader in nuclear energy”. It is an ambitious goal, given much of the enriched uranium the country relies on comes from Russia https://t.co/ULqbGOH7FD ...

Group 1 - The Trump administration's One, Big, Beautiful Bill has positively impacted the nuclear energy sector by reducing subsidies for competing renewable energy sources, benefiting companies like Cameco [1][2] - Nuclear energy's subsidy regime remained largely unchanged, providing stability for the industry amidst legislative changes [4] - A significant deal between Constellation Energy and Meta Platforms will supply over 1.1 gigawatts of energy from a nuclear plant, further supporting the nuclear sector [5][6] Group 2 - Cameco expects an increase of approximately $170 million in additional non-GAAP adjusted EBITDA from its stake in Westinghouse Electric for the second quarter and full year 2025 [8] - The anticipated higher EBITDA from Westinghouse will influence the distribution payments to Cameco, showcasing the company's strategic investments [9] - Overall, Cameco is benefiting from favorable legislative developments, increasing nuclear power popularity, and its investment in Westinghouse, leading to positive market sentiment [9]

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].

Final GOP bill kneecaps renewables and hydrogen, but lifts nuclear and geothermal | TechCrunch https://t.co/0yOar1ixmd ...

New York, N.Y., July 03, 2025 (GLOBE NEWSWIRE) -- NANO Nuclear Energy Inc. (NASDAQ: NNE) (“NANO Nuclear” or “the Company”), a leading advanced nuclear energy and technology company focused on developing clean energy solutions, today announced that it is the Platinum Sponsor of the upcoming Defense Strategies Institute’s 7th Annual DoD Energy & Power Summit to be held on July 9-10, 2025, at the National Housing Center in Washington, DC. NANO Nuclear Energy Chief Executive Officer James Walker will participat ...

Drill Rigs Set to Commence Major Exploration Program at Pine Ridge Uranium Project July 02, 2025 7:30 AM EDT | Source: Snow Lake Resources Ltd Winnipeg, Manitoba--(Newsfile Corp. - July 2, 2025) - Snow Lake Resources Ltd., d/b/a Snow Lake Energy (NASDAQ: LITM) ("Snow Lake"), a uranium exploration and development company, announces that its 50/50 joint venture (the "Joint Venture") with Global Uranium and Enrichment Limited ("GUE"), has selected Single Water Services LLC ("Single Drilling") to execute its in ...