<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>分析師支持 Cameco 和 BWX Technologies，因為它們正在利用日益增長的鈾需求和基礎設施發展。隨着鈾價上漲以及各國政府將核能作為滿足能源需求的重點，兩家公司通過合同和收購為長期增長做好了準備，儘管存在一些估值方面的擔憂</p>

隨着核能需求的激增，分析師支持 Cameco 和 BWX