<div id="readability-page-1"><div><div><h2><strong>Uranium bull</strong></h2><p>1. Uranium sits at the intersection of energy security, decarbonization, and AI-driven power demand, a convergence reshaping global energy markets.</p><p>2. Supply reliability is deteriorating just as reactor build-outs, life extensions, and SMRs expand long-term fuel requirements.</p></div></div></div>

铀矿 ETF - GlobalX

Nexgen 能源

丹尼森矿业

铀矿核能 ETF - VanEck Vectors

北岸全球铀矿开采 ETF - Exchange Traded Concepts

BWXT

URNJ

中国核电

UUUU

<p>铀牛市  
1. 铀位于能源安全、脱碳和人工智能驱动的电力需求的交汇点，这一融合正在重塑全球能源市场。  
2. 供应可靠性正在恶化，而反应堆的建设、寿命延长和小型模块化反应堆（SMRs）正在扩大长期燃料需求</p>

No Substitute: Uranium At The Center Of The AI Power Shock

ZeroHedge

BWX Tech

Cameco

Sprott Junior Uranium Miners ETF

Energy Fuels

无可替代：铀在人工智能电力冲击中的核心作用