<p>曼哈顿铀发现公司宣称其处于引领美国核能复兴的最佳位置，以保障国家的能源独立和国防准备。</p>
<h3>在 TipRanks 上享受 55% 的折扣</h3>
<p>AMZN 多头的新交易工具</p>
<p>这家纯铀公司将在多伦多证券交易所创业板上市，股票代码为 MANU，系 Aero Energy、Urano Energy 和 Pegasus Resources 三家公司合并而成。它表示，专注于在北美发现、开发和推进高质量铀资产。</p>
<h2><strong>规模与经验</strong></h2>
<p>通过合并三家公司，曼哈顿铀发现公司现在拥有 15 个过去生产铀的矿山，分布在 25 个未充分勘探的美国地产上。这些地产覆盖 25,099 英亩，位于犹他州、内华达州和科罗拉多州等地。它还拥有在加拿大阿萨巴斯卡盆地 “长期证明的矿化走廊” 中强劲的高品位铀潜力。</p>
<p>这些资产将由一支拥有丰富行业经验和在 EnCore Energy (EU)、联合碳化物、通用原子能、NexGen Energy (NXE) 和 Alpha Minerals 等公司担任高级职务的团队管理。</p>
<p>曼哈顿首席执行官兼董事加伦·麦克纳马拉和董事加雷特·艾因斯沃斯分别担任 NXE 的高级项目经理和探索与开发副总裁，帮助其建立了价值 110 亿美元的公司。此外，董事长、拥有 40 年矿业经验的威廉·谢里夫共同创立了能源金属公司，并在 2007 年被铀一号以 18 亿美元收购之前，编制了美国历史上最大的国内铀资源基础，并且作为 enCore Energy Corp. 的创始人和执行董事长，已在公开市场筹集超过 5 亿美元，将其从创立推进到一家生产铀的公司。</p>
<p>麦克纳马拉表示：“我们的董事会和管理团队带来了数十年的铀发现成功、项目推进和公开市场执行经验。这种经验在铀重新成为北美能源安全战略优先事项时至关重要。通过整合 15 个过去生产的矿山、强大的历史资源基础和高品位的阿萨巴斯卡盆地潜力，我们有能力建立有意义的规模，将资本集中在影响最大的催化剂上，并在这个关键时刻为该行业创造价值。”</p>
<h2><strong>核能复兴</strong></h2>
<p>实际上，曼哈顿认为该行业正处于美国核能复兴的起步阶段。</p>
<p>去年五月，特朗普总统发布了四项行政命令，以催化这一核能复兴。他表示，需要 “尽可能快地加快和促进” 核能的生产和运营。这包括建立 “确保我们全球工业和数字主导地位” 的供应链。</p>
<p>美国已经听到了这一呼声。美国地质调查局已将铀列为关键矿物，能源部核能办公室上个月宣布启动一项新倡议，以确保国家的核燃料供应链。</p>
<p>通过《国防生产法》(DPA) 核燃料循环联盟，联邦政府将与国内核能行业合作，确保美国继续拥有足够的核燃料，以为当前的核反应堆群以及未来的先进反应堆提供动力。该倡议将涵盖核燃料供应链的所有方面，包括铣削、转化、浓缩、去浓缩、制造、回收和再处理。</p>
<p>在 “核主导——3 by 33” 运动下，该联盟旨在到 2033 年催化一个安全且具有成本竞争力的国内燃料供应链，并加速先进反应堆的部署和关闭燃料循环。</p>
<h2><strong>能源独立</strong></h2>
<p>推动这一核能发展的关键因素之一是帮助增强美国在日益动荡的世界中的能源独立。对安全和可靠能源的需求预计将在未来几年上升，部分原因是工业制造的增长，以及数据中心支持人工智能所需的电力需求。</p>
<p>事实上，摩根士丹利预测，到 2028 年，人工智能数据中心的能源市场价值将超过 3 万亿美元。</p>
<p>其中一部分由现有的化石燃料电力和太阳能、风能等可再生能源满足。但像 Meta 和亚马逊这样的科技巨头也将核能视为另一个关键来源，并与核电厂所有者如 Vistra 签署了一系列近期交易。</p>
<p>增强美国的防御能力也至关重要，美国原产铀是核海军和武器计划所需的。</p>
<h2><strong>国内障碍</strong></h2>
<p>核能目前为国家提供近 20% 的电力，但由于新举措，这一比例可能会增长。曼哈顿相信其 “高质量资产组合” 将帮助其与这一政策势头保持一致，并满足更高的国内需求。</p>
<p>障碍在于国内铀生产，自 1980 年以来已从每年约 4300-4500 万磅骤降至 2023 年的仅 5 万磅，预计到 2024 年仅会小幅恢复至 67.7 万磅。</p>
<p>刚刚达成交易的曼哈顿在 2026 年将有一个繁忙的钻探计划，以帮助提升这些数字。这包括在阿萨巴斯卡计划最多 25 个全额资助的钻孔。考虑到竞争对手如 Dennison Mines (DNN) 和 Cosa Resources Corp. (COSA) 在那里进行的持续工作，该盆地将会非常繁忙。</p>
<h2><strong>投资者情绪</strong></h2>
<p>曼哈顿还希望通过其规模和市场曝光度的增加，吸引更多全球投资者。它相信这将有助于支持其在铀相关指数和 ETF（如 VanEck Uranium &amp; Nuclear Technology UCITS (NUCL)）中的潜在纳入。</p>
<p>鉴于只有少数几家小型公司与铀相关，曼哈顿希望预计将涌向他们的核能投资者能够带来一波热潮。投资者在股票暴涨前投资的梦想在核能行业中是普遍存在的。</p>
<p>公司可以从微型股成长为小型股，随后再发展到中型股或大型股，一旦有重大发现。</p>
<p>这种潜力可以在像 Energy Fuels (UUUU) 这样的股票中看到，其股价在过去 12 个月上涨了 356%，根据 TipRanks 的分析，仍有 5% 的上涨空间。Cameco (CCJ) 在过去一年上涨了 137%，有 10% 的上涨空间，而 Uranium Energy (UEC) 在过去一年上涨了 144%。</p>
<p>曼哈顿希望这些数字能够帮助它在未来几个月内吸引企业、投资者和总统们的关注。</p>

2 倍做多铀 ETF - Defiance

2 倍做多铀行业 ETF - Direxion

<p>曼哈顿铀发现公司将引领美国核能复兴，专注于北美高质量铀资产。该公司由三家公司合并而成，将在多伦多证券交易所创业板上市，股票代码为 MANU。公司在美国拥有 15 个曾经生产铀的矿山，覆盖 25,099 英亩，并在加拿大的阿萨巴斯卡盆地具有强大的潜力。凭借经验丰富的管理团队，曼哈顿旨在增强美国的能源独立性，并支持核燃料供应倡议，以应对日益增长的工业需求对安全能源来源的需求</p>

<p>Manhattan Uranium Discovery Corporation has declared it is in prime position to spearhead the American nuclear power renaissance and safeguard both the nation's energy independence and defense readiness.</p>
<div class="lb-trans"><p>曼哈顿铀发现公司宣称其处于引领美国核能复兴的最佳位置，以保障国家的能源独立和国防准备。</p>
</div><h3>Claim 55% Off TipRanks</h3>
<div class="lb-trans"><h3>在 TipRanks 上享受 55% 的折扣</h3>
</div><p>New trading tool for AMZN bulls</p>
<div class="lb-trans"><p>AMZN 多头的新交易工具</p>
</div><p>The pure-play uranium company, which will list on the TSX Venture Exchange under the ticker MANU, is the result of a three-way combination of Aero Energy, Urano Energy, and Pegasus Resources. It said its focus is the discovery, development, and advancement of high-quality uranium assets in North America.</p>
<div class="lb-trans"><p>这家纯铀公司将在多伦多证券交易所创业板上市，股票代码为 MANU，系 Aero Energy、Urano Energy 和 Pegasus Resources 三家公司合并而成。它表示，专注于在北美发现、开发和推进高质量铀资产。</p>
</div><h2><strong>SCALE AND EXPERIENCE</strong></h2>
<div class="lb-trans"><h2><strong>规模与经验</strong></h2>
</div><p>By combining the three companies, Manhattan Uranium Discovery will now own 15 past-producing uranium mines on 25 underexplored U.S. properties. They cover 25,099 acres in states such as Utah, Nevada and Colorado. It also owns what it describes as strong, high-grade uranium potential in the &#34;long proven mineralized corridors&#34; of Canada's Athabasca Basin.</p>
<div class="lb-trans"><p>通过合并三家公司，曼哈顿铀发现公司现在拥有 15 个过去生产铀的矿山，分布在 25 个未充分勘探的美国地产上。这些地产覆盖 25,099 英亩，位于犹他州、内华达州和科罗拉多州等地。它还拥有在加拿大阿萨巴斯卡盆地 “长期证明的矿化走廊” 中强劲的高品位铀潜力。</p>
</div><p>These assets will be managed by a team with extensive blue-ribbon industry experience and proven uranium development records from senior roles at EnCore Energy (EU), Union Carbide, General Atomics, NexGen Energy (NXE) and Alpha Minerals.</p>
<div class="lb-trans"><p>这些资产将由一支拥有丰富行业经验和在 EnCore Energy (EU)、联合碳化物、通用原子能、NexGen Energy (NXE) 和 Alpha Minerals 等公司担任高级职务的团队管理。</p>
</div><p>Manhattan Chief Executive Officer and Director Galen McNamara and Director Garrett Ainsworth helped build the $11 billion valued NXE as its Senior Project Manager and VP of Exploration and Development, respectively. In addition, Chairman and 40-year minerals industry veteran, William Sheriff, co-founded Energy Metals Corp. and compiled the largest domestic uranium resource base in U.S. history before its $1.8 billion acquisition by Uranium One in 2007, and has since raised over $500 million in the public markets as founder and Executive Chairman of enCore Energy Corp., advancing it from inception to a producing uranium company.</p>
<div class="lb-trans"><p>曼哈顿首席执行官兼董事加伦·麦克纳马拉和董事加雷特·艾因斯沃斯分别担任 NXE 的高级项目经理和探索与开发副总裁，帮助其建立了价值 110 亿美元的公司。此外，董事长、拥有 40 年矿业经验的威廉·谢里夫共同创立了能源金属公司，并在 2007 年被铀一号以 18 亿美元收购之前，编制了美国历史上最大的国内铀资源基础，并且作为 enCore Energy Corp. 的创始人和执行董事长，已在公开市场筹集超过 5 亿美元，将其从创立推进到一家生产铀的公司。</p>
</div><p>McNamara said: &#34;Our board and management team bring decades of uranium discovery success, project advancement, and public-market execution. That experience is critical as uranium re-emerges as a strategic priority for North American energy security. By consolidating 15 past-producing mines, a strong historical resource base, and high-grade Athabasca Basin potential, we are positioned to build meaningful scale, focus capital on the highest-impact catalysts, and deliver value at this pivotal time for the sector.&#34;</p>
<div class="lb-trans"><p>麦克纳马拉表示：“我们的董事会和管理团队带来了数十年的铀发现成功、项目推进和公开市场执行经验。这种经验在铀重新成为北美能源安全战略优先事项时至关重要。通过整合 15 个过去生产的矿山、强大的历史资源基础和高品位的阿萨巴斯卡盆地潜力，我们有能力建立有意义的规模，将资本集中在影响最大的催化剂上，并在这个关键时刻为该行业创造价值。”</p>
</div><h2><strong>A NUCLEAR RENAISSANCE</strong></h2>
<div class="lb-trans"><h2><strong>核能复兴</strong></h2>
</div><p>So pivotal in fact that Manhattan believes the industry is at the foothills of an American Nuclear Renaissance.</p>
<div class="lb-trans"><p>实际上，曼哈顿认为该行业正处于美国核能复兴的起步阶段。</p>
</div><p>Last May, President Trump released four executive orders to catalyze this nuclear energy resurgence. He said there was a need to &#34;expedite and promote to the fullest possible extent&#34; the production and operation of nuclear energy. This included building supply chains that &#34;secure our global industrial and digital dominance.&#34;</p>
<div class="lb-trans"><p>去年五月，特朗普总统发布了四项行政命令，以催化这一核能复兴。他表示，需要 “尽可能快地加快和促进” 核能的生产和运营。这包括建立 “确保我们全球工业和数字主导地位” 的供应链。</p>
</div><p>America has listened. The United States Geological Survey has classified uranium as a critical mineral, with the U.S. Department of Energy's Office of Nuclear Energy last month announcing that it had kicked off a new initiative to secure the nation's nuclear fuel supply chain.</p>
<div class="lb-trans"><p>美国已经听到了这一呼声。美国地质调查局已将铀列为关键矿物，能源部核能办公室上个月宣布启动一项新倡议，以确保国家的核燃料供应链。</p>
</div><p>Through the Defense Production Act (DPA) Nuclear Fuel Cycle Consortium, the federal government will work with the domestic nuclear industry to ensure that the United States continues to have enough nuclear fuel to power the current nuclear reactor fleet as well as future advanced reactors. The initiative will address all facets of the nuclear fuel supply chain, including milling, conversion, enrichment, deconversion, fabrication, recycling, and reprocessing.</p>
<div class="lb-trans"><p>通过《国防生产法》(DPA) 核燃料循环联盟，联邦政府将与国内核能行业合作，确保美国继续拥有足够的核燃料，以为当前的核反应堆群以及未来的先进反应堆提供动力。该倡议将涵盖核燃料供应链的所有方面，包括铣削、转化、浓缩、去浓缩、制造、回收和再处理。</p>
</div><p>Under the &#34;Nuclear Dominance — 3 by 33&#34; campaign, the Consortium aims to by 2033 to catalyze a secure and cost-competitive domestic fuel supply chain and accelerate advanced reactor deployment and close the fuel cycle.</p>
<div class="lb-trans"><p>在 “核主导——3 by 33” 运动下，该联盟旨在到 2033 年催化一个安全且具有成本竞争力的国内燃料供应链，并加速先进反应堆的部署和关闭燃料循环。</p>
</div><h2><strong>ENERGY INDEPENDENCE</strong></h2>
<div class="lb-trans"><h2><strong>能源独立</strong></h2>
</div><p>One of the key drivers behind this nuclear push is to help bolster U.S. energy independence in an increasingly volatile world. The need for secure and reliable energy is projected to rise in the coming years, driven in part by growth in industrial manufacturing, as well as the power needs of data centers to support artificial intelligence.</p>
<div class="lb-trans"><p>推动这一核能发展的关键因素之一是帮助增强美国在日益动荡的世界中的能源独立。对安全和可靠能源的需求预计将在未来几年上升，部分原因是工业制造的增长，以及数据中心支持人工智能所需的电力需求。</p>
</div><p>Indeed, Morgan Stanley predicts the AI data center energy market will surpass $3 trillion in value by 2028.</p>
<div class="lb-trans"><p>事实上，摩根士丹利预测，到 2028 年，人工智能数据中心的能源市场价值将超过 3 万亿美元。</p>
</div><p>Some of that is being met by existing fossil fuel power and renewables like solar and wind. But tech titans such as Meta and Amazon have also identified nuclear energy as another key source, with a series of recent deals with nuclear plant owners such as Vistra.</p>
<div class="lb-trans"><p>其中一部分由现有的化石燃料电力和太阳能、风能等可再生能源满足。但像 Meta 和亚马逊这样的科技巨头也将核能视为另一个关键来源，并与核电厂所有者如 Vistra 签署了一系列近期交易。</p>
</div><p>Reinforcing U.S. defense capabilities is also crucial, with U.S.-origin uranium required for the nuclear Navy and weapons programs.</p>
<div class="lb-trans"><p>增强美国的防御能力也至关重要，美国原产铀是核海军和武器计划所需的。</p>
</div><h2><strong>DOMESTIC BARRIER</strong></h2>
<div class="lb-trans"><h2><strong>国内障碍</strong></h2>
</div><p>Nuclear energy currently provides the country with nearly 20% of its power, but that is likely to grow thanks to the new initiatives. Manhattan believes its &#34;high-quality basket of assets&#34; will help it align with this policy momentum and meet higher domestic demand.</p>
<div class="lb-trans"><p>核能目前为国家提供近 20% 的电力，但由于新举措，这一比例可能会增长。曼哈顿相信其 “高质量资产组合” 将帮助其与这一政策势头保持一致，并满足更高的国内需求。</p>
</div><p>The barrier is domestic uranium production, which has collapsed from around 43–45M lbs annually in 1980 to just 50K lbs in 2023, with only modest recovery to 677K lbs in 2024².</p>
<div class="lb-trans"><p>障碍在于国内铀生产，自 1980 年以来已从每年约 4300-4500 万磅骤降至 2023 年的仅 5 万磅，预计到 2024 年仅会小幅恢复至 67.7 万磅。</p>
</div><p>Fresh from its deal, Manhattan has a busy 2026 drilling program ahead to help power up these numbers. This includes up to 25 fully funded holes planned at Athabasca. That basin will be busy given ongoing work there by rivals such as Dennison Mines (DNN) and Cosa Resources Corp. (COSA)</p>
<div class="lb-trans"><p>刚刚达成交易的曼哈顿在 2026 年将有一个繁忙的钻探计划，以帮助提升这些数字。这包括在阿萨巴斯卡计划最多 25 个全额资助的钻孔。考虑到竞争对手如 Dennison Mines (DNN) 和 Cosa Resources Corp. (COSA) 在那里进行的持续工作，该盆地将会非常繁忙。</p>
</div><h2><strong>INVESTOR SENTIMENT</strong></h2>
<div class="lb-trans"><h2><strong>投资者情绪</strong></h2>
</div><p>Manhattan is also hoping to mine more appeal among global investors as a result of its increased scale and market exposure. It is confident that this will help support potential inclusion in uranium-focused indices and ETFs such as the VanEck Uranium &amp; Nuclear Technology UCITS (NUCL).</p>
<div class="lb-trans"><p>曼哈顿还希望通过其规模和市场曝光度的增加，吸引更多全球投资者。它相信这将有助于支持其在铀相关指数和 ETF（如 VanEck Uranium &amp; Nuclear Technology UCITS (NUCL)）中的潜在纳入。</p>
</div><p>Given that there are only a handful of small-cap companies with uranium exposure, Manhattan hopes an expected surge in nuclear-powered investors will come their way. The investor dream of investing just before a stock surges is common in the nuclear sector.</p>
<div class="lb-trans"><p>鉴于只有少数几家小型公司与铀相关，曼哈顿希望预计将涌向他们的核能投资者能够带来一波热潮。投资者在股票暴涨前投资的梦想在核能行业中是普遍存在的。</p>
</div><p>Companies can go from microcap to small cap and right on through to mid-cap or large cap once a major discovery is made.</p>
<div class="lb-trans"><p>公司可以从微型股成长为小型股，随后再发展到中型股或大型股，一旦有重大发现。</p>
</div><p>That potential can be seen in stocks such as Energy Fuels (UUUU) whose share price is up 356% in the last 12 months, and according to TipRanks analysis, still has a 5% upside. Cameco (CCJ) is up 137% in the last year with a 10% upside, and Uranium Energy (UEC) is up 144% in the last year.</p>
<div class="lb-trans"><p>这种潜力可以在像 Energy Fuels (UUUU) 这样的股票中看到，其股价在过去 12 个月上涨了 356%，根据 TipRanks 的分析，仍有 5% 的上涨空间。Cameco (CCJ) 在过去一年上涨了 137%，有 10% 的上涨空间，而 Uranium Energy (UEC) 在过去一年上涨了 144%。</p>
</div><p>Manhattan hopes that figures like these will help it glow in the months ahead with businesses, investors and Presidents alike.</p>
<div class="lb-trans"><p>曼哈顿希望这些数字能够帮助它在未来几个月内吸引企业、投资者和总统们的关注。</p>
</div>

Manhattan Uranium Ready to Glow by Powering U.S. Nuclear Renaissance

Tip Ranks

Uranium Energy

Roundhill Uranium ETF

Nexgen 能源

摩根士丹利

亚马逊

Vistra

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

曼哈顿铀准备通过助力美国核能复兴而大放异彩