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細行報告 —— 下一個核爆級產業

Kenji San's avatar
Kenji San
Jan 29, 2026
∙ Paid

繼稀土之後,美國政府下一個顯而易見的投資領域就是鈾礦和核能。我們整理的清單如下:

鈾生產商

$UUUU Energy Fuels

$UEC Uranium Energy

$CCJ Cameco

$NXE NextGen Energy

$DNN Denison Mines

$EU enCore Energy

$URG Ur-Energy

$BEP Brookfield Renewables

鈾濃縮設備

$LEU Centrus Energy

$ASPI ASP Isotopes

小型模組化和微型反應器

$SMR NuScale

$OKLO Oklo

$NNE NANO Nuclear

$GEV GE Vernova

$RR.L Rolls Royce

$BWXT BWX Technologies

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