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港股異動丨中核國際一度大漲超16% 核電需求增加帶動鈾長牛可期

港股核電股大漲,其中,中核國際(2302.HK)一度大漲超16%,現報4.05港元,總市值20億港元。消息上,人工智能需求飆升,Meta將從星座能源公司購買核電。Meta與美國核能公司Constellation Energy達成一個20年的電力採購協議,Meta將購買核能用於數據中心。這是大科技公司與核電站達成的第一份此類協議。此外,美總統此前簽署了4項行政命令推動美國核能產業改革,包括擴大美國核能規模、核能產業鏈、縮短核電項目審批週期。機構表示,這些行政命令到2035年可能帶來約35吉瓦的新增核電裝機容量,帶動鈾需求年增1000萬-1500萬磅。中核國際是中核集團旗下的三級管理單位,是中核集團專門從事海外鈾資源開發業務的平臺。

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