---
title: "隨着核能需求的激增，分析師支持 Cameco 和 BWX"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/287199333.md"
description: "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"
datetime: "2026-05-21T10:19:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287199333.md)
  - [en](https://longbridge.com/en/news/287199333.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287199333.md)
---

# 隨着核能需求的激增，分析師支持 Cameco 和 BWX

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.

### 相關股票

- [CCJ.US](https://longbridge.com/zh-HK/quote/CCJ.US.md)
- [BWXT.US](https://longbridge.com/zh-HK/quote/BWXT.US.md)

## 相關資訊與研究

- [美國砸 9,400 萬美元補強 SMR 供應鏈，加強核能基礎設施](https://longbridge.com/zh-HK/news/286486395.md)
- [鉅亨速報 - Factset 最新調查：BWX 科技 BWXT-US 的目標價調升至 242.5 元，幅度約 4.3%](https://longbridge.com/zh-HK/news/286581266.md)
- [貴金屬、核能需求升温 這 ETF 看好黃金與鈾礦後市夯](https://longbridge.com/zh-HK/news/287024483.md)
- [核三乾貯標案爆爭議，台電駁斥不法指控、擬對合泰提告](https://longbridge.com/zh-HK/news/286887486.md)
- [核能重啟議題增温 法人點名兩檔供應鏈可望受惠](https://longbridge.com/zh-HK/news/287015505.md)