12月3日，新股市场迎来一位"核"心新星——中国铀业（001280）正式登陆资本市场！作为我国核能产 业链中的关键一环，这家背靠国家战略资源、手握稀缺铀矿资产的龙头企业，甫一上市便自带光环，被 不少投资者视为"硬核资产"的代表。不出意外，首日行情大概率会掀起一波抢筹热潮，股价有望延续新 股"开门红"的传统剧本。那么，你中签了吗？ 当前A股大盘稳稳站在3900点附近，虽偶有震荡洗盘，却始终未失强势姿态——这可不是"纸老虎"式的 虚高，而是建立在经济预期改善、政策暖风频吹和资金面相对宽松基础上的扎实抬升。市场整体估值水 位已然抬高，投资者风险偏好明显回暖，这种环境下，新股的热度自然不会"断崖式"退潮。相反，打新 资金依旧活跃，首日炒作情绪仍有支撑，尤其对于质地优良、题材契合的新股而言，市场仍愿意给 予"高看一眼"的溢价。 然而，别急着幻想它变身"妖股"上演十倍神话！与那些袖珍型次新股动辄因筹码集中而暴力拉升不同， 中国铀业的流通盘相对庞大，中签人数众多，这意味着一旦股价冲高，来自打新获利盘的抛压也会迅速 聚集。说白了，人多的地方容易"挤兑"——大家一窝蜂卖出锁定收益，反而会抑制短期涨幅的爆发力。 因此，尽管其基本 ...

Group 1 - The core argument of the article highlights the significant role of strategic resource products in the current market, particularly with a critical time point approaching at the end of October [3][4] - The domestic stock market is currently led by strategic resource products, which have shown impressive performance, influenced by global liquidity and geopolitical dynamics [3] - Recent announcements from China's Ministry of Commerce regarding export controls on rare earths indicate a strategic move to leverage these resources in international negotiations, particularly against advanced chip manufacturing [3][4] Group 2 - The article emphasizes that rare earths should not be viewed merely as event-driven commodities; rather, they are increasingly being utilized as tools in international relations, a trend likely to intensify in the near term [4] - The upcoming high-level meetings between China and the U.S., as well as with major East Asian countries, are expected to further elevate the importance of strategic resource products, providing upward support and attracting capital [4]