<div id="readability-page-1">Who’s leading: Cameco and BWX Technologies are seen as key players in the nuclear energy supply chain, benefiting from rising uranium demand and infrastructure expansion. Why now: Uranium prices have rebounded sharply, and governments are prioritizing nuclear power to meet growing energy needs, especially from AI data centers. What’s ahead: Long-term contracts, strategic acquisitions, and U.S. reactor build-out plans could drive sustained growth for both companies despite valuation concerns.</div>

BWXT

<p>分析师支持 Cameco 和 BWX Technologies，因为它们正在利用日益增长的铀需求和基础设施发展。随着铀价上涨以及各国政府将核能作为满足能源需求的重点，两家公司通过合同和收购为长期增长做好了准备，尽管存在一些估值方面的担忧</p>

随着核能需求的激增，分析师支持 Cameco 和 BWX