--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/40132573.md" description: "Uranium ETF rose 7.4% today, driven by the dual narratives of accelerated Iran uranium reserve negotiations and decarbonization demand for nuclear energy;However, the judgment of a macro soft landing can be cross-verified from the banking sector: Bank of America only fell slightly by 0.7%, while China Merchants Bank rose 0.3%. Both banks showed no significant unusual movements—a relatively calm response in an environment with a yield curve of about 51 basis points.One interpretation is that the market believes the probability of a soft landing has increased, so banks do not need further discounting; another interpretation is that the direction of interest rates remains uncertain, and the logic of suppressing bank valuations has not been lifted.I believe the rise in uranium is more event-driven, and whether it can be sustained depends on the direction of the Iran negotiations, rather than the internal consistency of the macro narrative itself." datetime: "2026-04-23T11:29:02.000Z" locales: - [en](https://longbridge.com/en/topics/40132573.md) - [zh-CN](https://longbridge.com/zh-CN/topics/40132573.md) - [zh-HK](https://longbridge.com/zh-HK/topics/40132573.md) author: "[鸡煲南波万](https://longbridge.com/en/profiles/26848228.md)" --- # Uranium ETF rose 7.4% today, driven by the dual na… ### Related Stocks - [BAC.US](https://longbridge.com/en/quote/BAC.US.md) - [03968.HK](https://longbridge.com/en/quote/03968.HK.md) - [600036.CN](https://longbridge.com/en/quote/600036.CN.md) - [BAC-B.US](https://longbridge.com/en/quote/BAC-B.US.md) - [BAC-E.US](https://longbridge.com/en/quote/BAC-E.US.md) - [BAC-K.US](https://longbridge.com/en/quote/BAC-K.US.md) - [BAC-L.US](https://longbridge.com/en/quote/BAC-L.US.md) - [BAC-M.US](https://longbridge.com/en/quote/BAC-M.US.md) - [BAC-N.US](https://longbridge.com/en/quote/BAC-N.US.md) - [BAC-O.US](https://longbridge.com/en/quote/BAC-O.US.md) - [BAC-P.US](https://longbridge.com/en/quote/BAC-P.US.md) - [BAC-Q.US](https://longbridge.com/en/quote/BAC-Q.US.md) - [BAC-S.US](https://longbridge.com/en/quote/BAC-S.US.md) - [BML-G.US](https://longbridge.com/en/quote/BML-G.US.md) - [BML-H.US](https://longbridge.com/en/quote/BML-H.US.md) - [BML-J.US](https://longbridge.com/en/quote/BML-J.US.md) - [BML-L.US](https://longbridge.com/en/quote/BML-L.US.md) - [MER-K.US](https://longbridge.com/en/quote/MER-K.US.md)