俄罗斯国家核工业公司：俄方与国际原子能机构会谈的重点是确保扎波罗热核电站的安全。 ...

原标题：砂岩型铀矿找矿有了新"钥匙" 科技日报讯 （记者陈瑜）铀是核工业发展的"粮食"。近年来，我国新增铀矿资源量主要来自北方 砂岩型铀矿。记者近日获悉，中核集团首席科学家、核工业北京地质研究院李子颖研究员带领科研团 队，提出了一种全新的砂岩铀成矿理论——"渗出砂岩铀成矿理论"，有望成为我国"铀粮库"从盆地边缘 向盆地中间、从浅部向深部、从灰色沉积砂岩向红色沉积砂岩拓展的新钥匙。 按含矿的岩石类型划分，我国铀资源主要有四大类型，即砂岩型、花岗岩型、火山岩型和碳硅泥岩 型。其中，我国北方多为砂岩型铀矿，南方多为硬岩型铀矿。 按照传统理论，找矿的目标层位多位于灰色砂岩层，找矿空间多集中于盆地边缘，深度主要在浅 部。然而，传统砂岩铀成矿理论在指导、解释红杂色沉积砂岩层中铀成矿作用时，存在一定的局限性。 红色砂岩中铀成矿机理不清？盆地中间和深部能否成矿？带着疑问，李子颖和团队基于扎实的国内 外研究资料，对二连盆地白垩系红色建造中典型哈达图砂岩铀矿床进行了系统研究和解剖，创建了深部 富铀富有机质流体"渗出"砂岩铀成矿理论：即深部含有机物的流体携带铀，在深部压力和较高温度等驱 动下，沿断裂等通道渗出至浅部砂岩层中，因为温 ...

Group 1 - The S&P 500 index is nearing 6000 points, having rebounded nearly 20% since the low on April 8, indicating a potential technical bull market [1] - Retail investors are the main drivers of this rebound, showing enthusiasm for buying the dip, while hedge funds and institutional investors are withdrawing [1] - Analysts from Panmure Liberium express concerns about the sustainability of the current market rally, noting that retail investor optimism often acts as a "reliable contrarian indicator" [1] Group 2 - Vanda Research indicates that retail investors are shifting their focus to riskier assets, moving profits from large tech stocks to high-beta stocks, including small caps and AI-related themes [2] - This behavior suggests a potential complacency in the market, with analysts believing the current stock market rebound may be nearing its end [2] - The Russell 2000 index has seen significant buying in stocks like D-Wave and Applied Digital, which have experienced remarkable price increases over the past year [3] Group 3 - Stocks like D-Wave and Rigetti have surged over 1000% in the past 12 months, although many have since retraced, with D-Wave and Applied Digital still up 112% and 73% respectively [3] - There is a growing expectation that nuclear energy stocks could become the next hot sector, with some projected to have a 94% upside following agreements between Meta and Constellation Energy [3]

产业专题 Z 箍缩驱动聚变-裂变混合堆 产业研究中心 摘要： 产业专题 本公司具有中国证监会核准的证券投资咨询业务资格 分析师声明 作者具有中国证券业协会授予的证券投资咨询执业资格或相当的专业胜任能力，保证报告所采用的数据均来自合规渠道，分析逻辑基于 作者的职业理解，本报告清晰准确地反映了作者的研究观点，力求独立、客观和公正，结论不受任何第三方的授意或影响，特此声明。 免责声明 本报告仅供国泰海通证券股份有限公司（以下简称"本公司"）的客户使用。本公司不会因接收人收到本报告而视其为本公司的当然客 户。本报告仅在相关法律许可的情况下发放，并仅为提供信息而发放，概不构成任何广告。 本报告的信息来源于已公开的资料，本公司对该等信息的准确性、完整性或可靠性不作任何保证。本报告所载的资料、意见及推测仅反 映本公司于发布本报告当日的判断，本报告所指的证券或投资标的的价格、价值及投资收入可升可跌。过往表现不应作为日后的表现依 据。在不同时期，本公司可发出与本报告所载资料、意见及推测不一致的报告。本公司不保证本报告所含信息保持在最新状态。同时， 本公司对本报告所含信息可在不发出通知的情形下做出修改，投资者应当自行关注相应的更 ...

Group 1 - The core viewpoint is that Centrus Energy is positioned as a leading player in the nuclear fuel market, with a "buy" rating and a target price of $160 from Bank of America, highlighting the potential growth in the industry [1] - Centrus Energy's stock rose by 7.27% to $141.0, reaching a 52-week high of $142.55 during trading, indicating strong market interest [1] - The company is the only publicly traded supplier of low-enriched uranium (LEU) and is set to build its own LEU production capacity, expected to commence in 2029, followed by a ten-year expansion plan [1] Group 2 - Centrus Energy has a solid financial position, with $653 million in cash as of March 31, supported by sustainable free cash flow from its core LEU business [2] - The company is likely to receive substantial financial support from the U.S. government, with over $3.4 billion allocated by Congress for related subsidies and development assistance [2]

Group 1 - The A-share controllable nuclear fusion sector experienced a decline at the beginning of trading, with Baili Electric falling over 7% [1] - Other companies in the sector, including Changfu Co., Fuhuang Steel Structure, Sichuang Electronics, and Rongfa Nuclear Power, also saw declines [1]

Group 1: Amazon's Investment in AI Infrastructure - Amazon plans to invest $10 billion to build new data centers in North Carolina to expand its AI infrastructure, driven by the growing demand for advanced cloud capabilities due to generative AI [2] Group 2: OpenAI's Growth and Revenue Expectations - OpenAI's paid enterprise users have surged from 2 million to 3 million, with an expected revenue of $12.7 billion for the year, indicating increased market acceptance of AI applications [3] Group 3: Google's Investment in Nuclear Fusion - TAE Technologies raised $150 million in a new funding round, with Google participating, bringing the total funding to approximately $1.8 billion, positioning TAE as one of the highest-funded nuclear fusion companies [4] Group 4: Arm's AI Automotive Platform - Arm launched the AI automotive platform Arm Zena CSS, which can reduce vehicle chip development time by up to 12 months and decrease engineering workload by up to 20%, potentially accelerating the market introduction of new vehicle models [5] Group 5: Circle's IPO and Market Recognition - Circle's IPO is priced at $31 per share, with a market valuation of $6.9 billion, and a fully diluted valuation of approximately $8.1 billion, reflecting strong market recognition following the issuance of the USDC stablecoin [6]

Group 1 - Iran is considering a proposal to establish a uranium enrichment regional consortium under the Iran-U.S. nuclear agreement, but it must be located within Iranian territory [1] - The proposal, suggested by Oman, aims to create a consortium involving the U.S. and the International Atomic Energy Agency (IAEA) to provide nuclear fuel to countries needing civilian nuclear energy projects [1] - The consortium would include the U.S., Iran, Saudi Arabia, the UAE, Qatar, and possibly Turkey, and would operate under IAEA supervision [1] Group 2 - The U.S. has maintained a hardline stance on Iran, insisting that any new agreement must prohibit all forms of uranium enrichment by Iran [2] - Iran has gradually ceased compliance with parts of the nuclear agreement since May 2019, but claims that its actions are reversible [2] - A sixth round of indirect talks between the U.S. and Iran is expected to take place soon, although the time and location have not been disclosed [3]

当地时间6月3日，Meta宣布同美国最大传统核电反应堆运营商Constellation Energy达成为期20年的企业 核能协议，2027年起生效，旨在确保伊利诺伊州克林顿清洁能源中心的长期运营。(智通财经) ...

电网数据显示，英国哈特尔普尔2号核反应堆已经停止运行。 ...