<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>

鈾礦 ETF - GlobalX

Nexgen 能源

丹尼森礦業

鈾礦核能 ETF - VanEck Vectors

北岸全球鈾礦開採 ETF - Exchange Traded Concepts

BWXT

URNJ

中國核電

UUUU

<p>鈾牛市  
1. 鈾位於能源安全、脱碳和人工智能驅動的電力需求的交匯點，這一融合正在重塑全球能源市場。  
2. 供應可靠性正在惡化，而反應堆的建設、壽命延長和小型模塊化反應堆（SMRs）正在擴大長期燃料需求</p>

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

ZeroHedge

BWX Tech

Cameco

Sprott Junior Uranium Miners ETF

Energy Fuels

無可替代：鈾在人工智能電力衝擊中的核心作用