港股異動丨中廣核礦業大升10%創逾一個月新高 機構指其為明年核電首選
中廣核礦業(1164.HK)今日高開高走,盤中一度大升超10%至1.81港元,股價創2024年11月26日以來逾一個月新高。中銀國際近日發研報指,2025年繼續看好中國電力板塊多於太陽能板塊,該行認為電力板塊2025年或能保持良好的收益率,併為關注AH股的投資者提供避險選擇;核電將於2025年繼續成為市場焦點,並獲得罕見的全球共識支持,以增加該板塊在電力結構中的份額。中銀國際表示,其研究範圍內更為偏好上游鈾礦開採商,而非核獨立發電廠,故明年核電首選為中廣核礦業。(格隆匯)

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