<p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/user_content/ckimages/orig_energy_637527073919543469.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="601" height="413" original-src="https://imageproxy.pbkrs.com/https://talkmarkets.com/user_content/ckimages/orig_energy_637527073919543469.jpg"/></p>
<p><em>图片来源：Unsplash</em></p>
<p>核能股票在 2025 年 12 月受到关注，因为人工智能基础设施推动了电力需求。铀价接近每磅 80 美元，而小型模块化反应堆项目获得了能源部的资金支持。根据分析师评级和市场定位，有五家公司脱颖而出。</p>
<h2>Constellation Energy (CEG)</h2>
<p>Constellation Energy 在美国运营 22 吉瓦的核反应堆容量。该公司以 94% 的产能运行其设施，并向包括微软在内的科技公司供应电力。</p>
<p><em>(点击图片放大)</em></p>
<p><img src="https://imageproxy.pbkrs.com/https://knockoutstocks.com/api/stocks/CEG/embed?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://knockoutstocks.com/api/stocks/CEG/embed"/></p>
<p>该股票的交易价格约为每股 360 美元，股息收益率为 0.5%。其前瞻市盈率为 35 倍，预计每股收益增长 20%。</p>
<p>十八位分析师将该股票评级为超配，平均目标价为 401 美元。这意味着从当前水平来看有 11% 的潜在上涨空间。</p>
<p>BMO Capital 的分析师 Brian Lee 设定了 420 美元的目标价。该公司已获得长期电力购买协议，提供收入稳定性。</p>
<h2>Cameco (CCJ)</h2>
<p>Cameco 通过其采矿业务控制全球铀生产的 18%。在供应紧张的时期，该公司通过长期合同对 90% 的产量进行了对冲。</p>
<p><em>(点击图片放大)</em></p>
<p><img src="https://imageproxy.pbkrs.com/https://knockoutstocks.com/api/stocks/CCJ/embed?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://knockoutstocks.com/api/stocks/CCJ/embed"/></p>
<p>股票交易价格约为 91 美元，年初至今上涨 50%。哈萨克斯坦的生产中断支持了价格上涨。</p>
<p>二十三位分析师对该股票给予买入评级，平均目标价为 105 美元。这意味着从当前价格来看有 15% 的潜在回报。</p>
<p>Scotiabank 的分析师 Orest Smereck 将目标价上调至 120 美元。他提到结构性供应短缺可能会将铀价推高至每磅 100 美元，到 2030 年。</p>
<p>该公司还运营燃料服务业务，增强了其市场地位。这使其对寻求商品投资的投资者具有吸引力。</p>
<h2>Centrus Energy (LEU)</h2>
<p>Centrus Energy 通过离心技术生产高浓缩低丰度铀。该公司定位为美国主要供应商，计划在 2028 年前取代俄罗斯进口。</p>
<p><em>(点击图片放大)</em></p>
<p><img src="https://imageproxy.pbkrs.com/https://knockoutstocks.com/api/stocks/LEU/embed?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://knockoutstocks.com/api/stocks/LEU/embed"/></p>
<p>该股票交易价格接近 266 美元，其浓缩服务的利润率为 100%。十四位分析师将其评级为买入，平均目标价为 239 美元。</p>
<p>在某些情况下，目标价已高达 357 美元。这表明如果合同授予落实，潜在上涨空间为 34%。</p>
<p>Needham 的分析师 David Williams 在获得能源部资金后维持 357 美元的买入评级。他强调了该公司在先进反应堆燃料供应链中的作用。</p>
<p>该股票面临与项目时间表相关的执行风险。然而，其供应链地位提供了强大的定价能力。</p>
<h2>NuScale Power (SMR)</h2>
<p>NuScale Power 拥有唯一获得核监管委员会认证的小型模块化反应堆设计。该公司的 VOYGR 模块已获得来自波兰的 924 兆瓦电力订单。</p>
<p>股票交易价格约为 21 美元，通过 SPAC 合并上市。尽管持续波动，该股票在 2025 年上涨了 200%。</p>
<p>十六位分析师对该股票给予持有评级，平均目标价为 38 美元。这意味着从当前水平来看有 81% 的潜在上涨空间。</p>
<p>Canaccord 的分析师 George Gianarikas 设定了 60 美元的买入评级。他指出了工厂建造的可扩展性优势，适用于数据中心应用。</p>
<p>到 2030 年，随着模块部署的加速，收入可能增加五倍。该公司正在努力证明其制造方法的商业可行性。</p>
<h2>Oklo (OKLO)</h2>
<p>Oklo 开发了 Aurora 快反应堆技术，旨在为离网地点提供服务。该微反应堆设计针对需要独立电源的人工智能设施。</p>
<p>该公司得到了 Sam Altman 和能源部试点项目的支持。股票交易价格约为 97 美元，二十一位分析师给予买入评级。</p>
<p>平均目标价为 103 美元，但一些分析师的目标价高达 175 美元。这意味着如果商业化成功，潜在收益为 81%。</p>
<p>Needham 的分析师设定了 135 美元的买入评级，基于预计 2027 年的商业发布。该公司看到与科技公司签订千兆瓦级合同的潜力。</p>
<p>Oklo 仍处于开发阶段，风险高于运营公司。其首批商业单位计划于 2027 年部署，待监管批准。</p>
<h2>总结</h2>
<p>CEG 是这五家核能公司的核心，CCJ 和 LEU 巩固了供应，而 SMR 和 OKLO 则点燃了增长。分析师的热情——大多数为买入——预计到 2030 年投资组合回报超过 20%，这得益于需求的三倍增长。</p>
<hr/>
<p><em>更多来自此作者的文章：</em></p>
<p>瑞银集团股票：瑞士政府采取措施放宽资本要求，股价上涨 4%</p>
<p>现在购买的最佳人工智能股票，适合长期投资</p>
<p>以太坊价格：在 Bitmine 收购 1.99 亿美元的 ETH 时，保持 3000 美元的支撑位</p>

<p>核能股票因人工智能驱动的电力需求和铀价上涨而受到关注。主要公司包括 Constellation Energy、Cameco、Centrus Energy、NuScale Power 和 Oklo，分析师预测其具有显著的增长潜力。Constellation Energy 被评为超配，预计有 11% 的上涨空间，Cameco 预计有 15% 的潜在回报，Centrus Energy 可能会看到 34% 的增长，NuScale Power 提供 81% 的上涨空间，而 Oklo 也有 81% 的收益潜力。分析师预计到 2030 年，投资组合回报将超过 20%，这主要是由于对产能需求的增加</p>

<p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/user_content/ckimages/orig_energy_637527073919543469.jpg" alt="" original-src="https://talkmarkets.com/user_content/ckimages/orig_energy_637527073919543469.jpg"/></p>
<p><em>Image Source: Unsplash</em></p>
<div class="lb-trans"><p><em>图片来源：Unsplash</em></p>
</div><p>Nuclear energy stocks are gaining attention in December 2025 as artificial intelligence infrastructure drives power demand. Uranium prices trade near $80 per pound while small modular reactor projects receive Department of Energy funding. Five companies stand out based on analyst ratings and market positioning.</p>
<div class="lb-trans"><p>核能股票在 2025 年 12 月受到关注，因为人工智能基础设施推动了电力需求。铀价接近每磅 80 美元，而小型模块化反应堆项目获得了能源部的资金支持。根据分析师评级和市场定位，有五家公司脱颖而出。</p>
</div><h2>Constellation Energy (CEG)</h2>
<div class="lb-trans"><h2>Constellation Energy (CEG)</h2>
</div><p>Constellation Energy operates 22 gigawatts of nuclear reactor capacity across the United States. The company runs its facilities at 94% capacity and supplies power to technology companies including Microsoft.</p>
<div class="lb-trans"><p>Constellation Energy 在美国运营 22 吉瓦的核反应堆容量。该公司以 94% 的产能运行其设施，并向包括微软在内的科技公司供应电力。</p>
</div><p><em>(Click on image to enlarge)</em></p>
<div class="lb-trans"><p><em>(点击图片放大)</em></p>
</div><p><img src="https://imageproxy.pbkrs.com/https://knockoutstocks.com/api/stocks/CEG/embed" alt="" original-src="https://knockoutstocks.com/api/stocks/CEG/embed"/></p>
<p>The stock trades at approximately $360 per share with a 0.5% dividend yield. Its forward price-to-earnings ratio sits at 35x on projected 20% earnings per share growth.</p>
<div class="lb-trans"><p>该股票的交易价格约为每股 360 美元，股息收益率为 0.5%。其前瞻市盈率为 35 倍，预计每股收益增长 20%。</p>
</div><p>Eighteen analysts rate the stock as overweight with an average price target of $401. This represents potential 11% upside from current levels.</p>
<div class="lb-trans"><p>十八位分析师将该股票评级为超配，平均目标价为 401 美元。这意味着从当前水平来看有 11% 的潜在上涨空间。</p>
</div><p>BMO Capital analyst Brian Lee set a $420 price target. The company has secured long-term power purchase agreements that provide revenue stability.</p>
<div class="lb-trans"><p>BMO Capital 的分析师 Brian Lee 设定了 420 美元的目标价。该公司已获得长期电力购买协议，提供收入稳定性。</p>
</div><h2>Cameco (CCJ)</h2>
<div class="lb-trans"><h2>Cameco (CCJ)</h2>
</div><p>Cameco controls 18% of global uranium production through its mining operations. The company has hedged 90% of its output through long-term contracts during a period of supply constraints.</p>
<div class="lb-trans"><p>Cameco 通过其采矿业务控制全球铀生产的 18%。在供应紧张的时期，该公司通过长期合同对 90% 的产量进行了对冲。</p>
</div><p><em>(Click on image to enlarge)</em></p>
<div class="lb-trans"><p><em>(点击图片放大)</em></p>
</div><p><img src="https://imageproxy.pbkrs.com/https://knockoutstocks.com/api/stocks/CCJ/embed" alt="" original-src="https://knockoutstocks.com/api/stocks/CCJ/embed"/></p>
<p>Shares trade around $91, marking a 50% increase year-to-date. Production disruptions in Kazakhstan have supported price gains.</p>
<div class="lb-trans"><p>股票交易价格约为 91 美元，年初至今上涨 50%。哈萨克斯坦的生产中断支持了价格上涨。</p>
</div><p>Twenty-three analysts assign buy ratings to the stock with an average target of $105. This implies 15% potential returns from current prices.</p>
<div class="lb-trans"><p>二十三位分析师对该股票给予买入评级，平均目标价为 105 美元。这意味着从当前价格来看有 15% 的潜在回报。</p>
</div><p>Scotiabank analyst Orest Smereck raised his target to $120. He cited structural supply deficits that could push uranium prices to $100 per pound by 2030.</p>
<div class="lb-trans"><p>Scotiabank 的分析师 Orest Smereck 将目标价上调至 120 美元。他提到结构性供应短缺可能会将铀价推高至每磅 100 美元，到 2030 年。</p>
</div><p>The company also operates fuel services operations that strengthen its market position. This makes it attractive for investors seeking commodity exposure.</p>
<div class="lb-trans"><p>该公司还运营燃料服务业务，增强了其市场地位。这使其对寻求商品投资的投资者具有吸引力。</p>
</div><h2>Centrus Energy (LEU)</h2>
<div class="lb-trans"><h2>Centrus Energy (LEU)</h2>
</div><p>Centrus Energy produces high-assay low-enriched uranium through centrifuge technology. The company is positioned as the primary U.S. supplier to replace Russian imports by 2028.</p>
<div class="lb-trans"><p>Centrus Energy 通过离心技术生产高浓缩低丰度铀。该公司定位为美国主要供应商，计划在 2028 年前取代俄罗斯进口。</p>
</div><p><em>(Click on image to enlarge)</em></p>
<div class="lb-trans"><p><em>(点击图片放大)</em></p>
</div><p><img src="https://imageproxy.pbkrs.com/https://knockoutstocks.com/api/stocks/LEU/embed" alt="" original-src="https://knockoutstocks.com/api/stocks/LEU/embed"/></p>
<p>The stock trades near $266 with 100% margins on its enrichment services. Fourteen analysts rate it a buy with an average target of $239.</p>
<div class="lb-trans"><p>该股票交易价格接近 266 美元，其浓缩服务的利润率为 100%。十四位分析师将其评级为买入，平均目标价为 239 美元。</p>
</div><p>Price targets have reached as high as $357 in some cases. This suggests potential 34% upside if contract awards materialize.</p>
<div class="lb-trans"><p>在某些情况下，目标价已高达 357 美元。这表明如果合同授予落实，潜在上涨空间为 34%。</p>
</div><p>Needham analyst David Williams maintained a buy rating at $357 following Department of Energy funding. He highlighted the company’s role in advanced reactor fuel supply chains.</p>
<div class="lb-trans"><p>Needham 的分析师 David Williams 在获得能源部资金后维持 357 美元的买入评级。他强调了该公司在先进反应堆燃料供应链中的作用。</p>
</div><p>The stock carries execution risks related to project timelines. However, its supply chain position offers strong pricing power.</p>
<div class="lb-trans"><p>该股票面临与项目时间表相关的执行风险。然而，其供应链地位提供了强大的定价能力。</p>
</div><h2>NuScale Power (SMR)</h2>
<div class="lb-trans"><h2>NuScale Power (SMR)</h2>
</div><p>NuScale Power holds the only Nuclear Regulatory Commission certified small modular reactor design. The company’s VOYGR modules have secured a 924 megawatt-electric order from Poland.</p>
<div class="lb-trans"><p>NuScale Power 拥有唯一获得核监管委员会认证的小型模块化反应堆设计。该公司的 VOYGR 模块已获得来自波兰的 924 兆瓦电力订单。</p>
</div><p>Shares trade around $21 after going public through a SPAC merger. The stock has gained 200% in 2025 despite ongoing volatility.</p>
<div class="lb-trans"><p>股票交易价格约为 21 美元，通过 SPAC 合并上市。尽管持续波动，该股票在 2025 年上涨了 200%。</p>
</div><p>Sixteen analysts give the stock a hold rating with an average price target of $38. This represents potential 81% upside from current levels.</p>
<div class="lb-trans"><p>十六位分析师对该股票给予持有评级，平均目标价为 38 美元。这意味着从当前水平来看有 81% 的潜在上涨空间。</p>
</div><p>Canaccord analyst George Gianarikas set a $60 buy rating. He pointed to factory-built scalability advantages for data center applications.</p>
<div class="lb-trans"><p>Canaccord 的分析师 George Gianarikas 设定了 60 美元的买入评级。他指出了工厂建造的可扩展性优势，适用于数据中心应用。</p>
</div><p>Revenue could increase five times by 2030 as module deployments accelerate. The company is working to prove commercial viability of its manufacturing approach.</p>
<div class="lb-trans"><p>到 2030 年，随着模块部署的加速，收入可能增加五倍。该公司正在努力证明其制造方法的商业可行性。</p>
</div><h2>Oklo (OKLO)</h2>
<div class="lb-trans"><h2>Oklo (OKLO)</h2>
</div><p>Oklo develops Aurora fast reactor technology designed for off-grid locations. The microreactor design targets artificial intelligence facilities requiring independent power sources.</p>
<div class="lb-trans"><p>Oklo 开发了 Aurora 快反应堆技术，旨在为离网地点提供服务。该微反应堆设计针对需要独立电源的人工智能设施。</p>
</div><p>The company has backing from Sam Altman and Department of Energy pilot programs. Shares trade at approximately $97 with twenty-one analysts assigning buy ratings.</p>
<div class="lb-trans"><p>该公司得到了 Sam Altman 和能源部试点项目的支持。股票交易价格约为 97 美元，二十一位分析师给予买入评级。</p>
</div><p>The average price target stands at $103 but some analysts have set targets as high as $175. This implies potential 81% gains if commercialization succeeds.</p>
<div class="lb-trans"><p>平均目标价为 103 美元，但一些分析师的目标价高达 175 美元。这意味着如果商业化成功，潜在收益为 81%。</p>
</div><p>Needham analyst set a $135 buy rating based on projected 2027 commercial launch. The firm sees potential for gigawatt-scale contracts with technology companies.</p>
<div class="lb-trans"><p>Needham 的分析师设定了 135 美元的买入评级，基于预计 2027 年的商业发布。该公司看到与科技公司签订千兆瓦级合同的潜力。</p>
</div><p>Oklo remains in the development phase with higher risk compared to operating companies. Its first commercial units are scheduled for 2027 deployment pending regulatory approvals.</p>
<div class="lb-trans"><p>Oklo 仍处于开发阶段，风险高于运营公司。其首批商业单位计划于 2027 年部署，待监管批准。</p>
</div><h2>Summary</h2>
<div class="lb-trans"><h2>总结</h2>
</div><p>CEG anchors this nuclear quintet, with CCJ and LEU fortifying supply, while SMR and OKLO ignite growth. Analysts’ enthusiasm—mostly Buys—pegs 20%+ portfolio returns by 2030, fueled by tripling capacity needs.</p>
<div class="lb-trans"><p>CEG 是这五家核能公司的核心，CCJ 和 LEU 巩固了供应，而 SMR 和 OKLO 则点燃了增长。分析师的热情——大多数为买入——预计到 2030 年投资组合回报超过 20%，这得益于需求的三倍增长。</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多来自此作者的文章：</em></p>
</div><p>UBS Group AG Stock: Soars 4% As Swiss Government Moves To Ease Capital Requirements</p>
<div class="lb-trans"><p>瑞银集团股票：瑞士政府采取措施放宽资本要求，股价上涨 4%</p>
</div><p>Best AI Stocks To Buy Now For The Long Term</p>
<div class="lb-trans"><p>现在购买的最佳人工智能股票，适合长期投资</p>
</div><p>Ethereum Price: Holds $3,000 Support As Bitmine Acquires $199 Million In ETH</p>
<div class="lb-trans"><p>以太坊价格：在 Bitmine 收购 1.99 亿美元的 ETH 时，保持 3000 美元的支撑位</p>
</div>

适合长期投资的最佳核能股票