中文翻译
♻️ $LEU 是一家市值 58.3 亿美元的公司。 Centrus 是原始瓶颈清单上的另一家公司。 他们是目前美国唯一一家能够将铀浓缩为用于小型模块化反应堆(SMR)核电站的高丰度低浓铀(HALEU)的公司。 能源部(DOE)表示，一个园区将从浓缩到回收吸引“500 亿美元的投资”。 消息公布后股价仅上涨 2%，这令人惊讶。 “特朗普政府已将核能作为其国家能源政策的基石”
· 个股论点
LEU作为美国唯一HALEU供应商，受核能政策利好但股价反应平淡。
涉及标的： $LEU
英文原文
♻️ $LEU is a $5.83B MC company. And Centrus was the another company on the original bottleneck list. They’re the only company in the US that can currently enrich uranium into HALEU (High-Assay Low-Enriched Uranium) for SMR nuclear power plants. DOE said one campus would attract “50 Billion in investments” from enrichment to recycling. It’s only up 2% on the news, which was surprising. “The Trump administration has made nuclear power a cornerstone of its national energy policy”