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華泰證券:看好全球核電新建加速帶來的設備端機會
華泰證券認為,4月隨關税豁免落地,天然鈾價格已走出低谷,從65$/lbs回升至71$/lbs;4月末5月初以來全球核能政策表述持續加強,有望繼續推動現貨鈾情緒的繼續修復以及長協鈾價的高位企穩。看好全球核電新建加速帶來的設備端機會。
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