---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42764907.md"
description: "$Energy Fuels(UUUU.US) 跌了快八个点，$Centrus Energy(LEU.US) 也跌了六个点。铀这条线的长逻辑没人质疑——核电重启、AI 用电、供给瓶颈全是顺风——但股价三天两头这种回撤，拿着的人被洗得头晕。长逻辑和短波动的错配怎么处理？我的做法是把它当三年期仓位、把回撤当成本，受不了这种波动的，其实不适合碰铀。"
datetime: "2026-07-17T10:36:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42764907.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42764907.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42764907.md)
author: "[周叔的半生](https://longbridge.com/zh-CN/profiles/27042583.md)"
---

# $Energy Fuels(UUUU.US) 跌了快八个点，$Centrus Energy(LEU.…


### 相关股票

- [UUUU.US](https://longbridge.com/zh-CN/quote/UUUU.US.md)
- [LEU.US](https://longbridge.com/zh-CN/quote/LEU.US.md)