<p>与核能相关的股票在周二大幅上涨，此前有报道称美国政府和行业合作伙伴达成协议，计划推进约 800 亿美元的新西屋反应堆项目。</p>
<p>Cameco 领涨，受此消息影响，股价上涨约 21%，创下历史新高。</p>
<p>整个行业普遍上涨。Uranium Royalty 上涨约 17%，Uranium Energy (UEC) 上涨约 13%，NexGen Energy (NXE) 上涨约 12%。Denison Mines (DNN) 上涨约 11%，而 Nuscale Power (SMR) 上涨约 10%。</p>
<p>其他赢家包括 Ur-Energy (URG)、Energy Fuels (UUUU) 和 Nano Nuclear Energy (NNE)，它们的涨幅均在中个位数。Lightbridge 和 Centrus Energy (LEU) 也有显著涨幅，而 Oklo 则上涨约 3%。</p>
<p>目前尚不清楚联邦资金是否会直接覆盖 800 亿美元中的任何部分。Cameco 的发言人告诉《巴伦周刊》，许多细节仍需最终确定，双方预计将谈判确定协议以替代当前的条款清单。</p>
<p>市场分析师表示，该协议可能会提升长期铀需求，并加速国内反应堆供应链的发展，尽管融资、合同和监管审查将决定项目推进的速度。</p>

Nexgen 能源

UROY

<p>核能股票在周二大幅上涨，原因是有报道称美国政府与行业达成了一项价值 800 亿美元的新西屋反应堆项目协议。Cameco 领涨，股价上涨 21%，创下历史新高。其他显著上涨的公司包括 Uranium Royalty（+17%）、Uranium Energy（+13%）和 NexGen Energy（+12%）。虽然该协议可能会提升长期铀需求，但关于联邦资金和项目时间表的细节仍不确定，尚待谈判和监管审查</p>

<p>Nuclear-related stocks jumped sharply on Tuesday after reports that the U.S. government and industry partners struck a pact to pursue roughly $80 billion of new Westinghouse reactor projects.</p>
<div class="lb-trans"><p>与核能相关的股票在周二大幅上涨，此前有报道称美国政府和行业合作伙伴达成协议，计划推进约 800 亿美元的新西屋反应堆项目。</p>
</div><p>Cameco  led the move, surging about 21% to a new all-time high on the news.</p>
<div class="lb-trans"><p>Cameco 领涨，受此消息影响，股价上涨约 21%，创下历史新高。</p>
</div><p>Broad gains swept the sector. Uranium Royalty  climbed about 17%, Uranium Energy (UEC) rose about 13% and NexGen Energy (NXE) advanced about 12%. Denison Mines (DNN) gained about 11% while Nuscale Power (SMR) moved up about 10%.</p>
<div class="lb-trans"><p>整个行业普遍上涨。Uranium Royalty 上涨约 17%，Uranium Energy (UEC) 上涨约 13%，NexGen Energy (NXE) 上涨约 12%。Denison Mines (DNN) 上涨约 11%，而 Nuscale Power (SMR) 上涨约 10%。</p>
</div><p>Other winners included Ur-Energy (URG), Energy Fuels (UUUU) and Nano Nuclear Energy (NNE), which each rose by roughly mid-single digits. Lightbridge  and Centrus Energy (LEU) also posted notable gains, and Oklo  finished higher by about 3%.</p>
<div class="lb-trans"><p>其他赢家包括 Ur-Energy (URG)、Energy Fuels (UUUU) 和 Nano Nuclear Energy (NNE)，它们的涨幅均在中个位数。Lightbridge 和 Centrus Energy (LEU) 也有显著涨幅，而 Oklo 则上涨约 3%。</p>
</div><p>It remains unclear whether federal funds will directly cover any portion of the $80 billion. A Cameco spokesperson told Barron's that many details need to be finalized, and the parties expect to negotiate definitive agreements to replace the current term sheet, the company said.</p>
<div class="lb-trans"><p>目前尚不清楚联邦资金是否会直接覆盖 800 亿美元中的任何部分。Cameco 的发言人告诉《巴伦周刊》，许多细节仍需最终确定，双方预计将谈判确定协议以替代当前的条款清单。</p>
</div><p>Market analysts said the pact could lift long-term uranium demand and accelerate domestic reactor supply chains, though financing, contracts and regulatory reviews will determine how quickly projects advance.</p>
<div class="lb-trans"><p>市场分析师表示，该协议可能会提升长期铀需求，并加速国内反应堆供应链的发展，尽管融资、合同和监管审查将决定项目推进的速度。</p>
</div>

由于大规模核电交易的传闻，核能股票大幅上涨