Market Mover | ASX uranium stocks surge today, continuing strong weekly rally despite minor pullback yesterday
Market Mover | ASX uranium stocks surge today, continuing strong weekly rally despite minor pullback yesterday
ASX uranium stocks surged on Thursday, with $Paladin Energy Ltd (PDN.AU)$ rising 6.67%, $Boss Energy Ltd (BOE.AU)$ rising 4.76%, and $Deep Yellow Ltd (DYL.AU)$ rising 4.4%.
ASX铀股周四大涨，其中 $Paladin Energy Ltd (PDN.AU)$ 涨幅6.67%， $Boss Energy Ltd (BOE.AU)$ 涨幅4.76%， $Deep Yellow Ltd (DYL.AU)$ 涨幅4.4%。
Two drivers propelling ASX uranium stocks upward:
ASX铀股上涨的两大推动因素：
Microsoft's Nuclear Energy Deal: $Microsoft (MSFT.US)$ has signed a 20-year agreement with $Constellation Energy (CEG.US)$ to restart a nuclear reactor and launch a clean energy center, marking a significant step towards decarbonization and highlighting the growing demand for nuclear power to meet the energy needs of AI and data centers.
Support from Major Financial Institutions: Goldman Sachs, Bank of America, Barclays, BNP Paribas, and Citi have voiced their support for a tripling of global nuclear energy capacity by 2050, which is crucial for the nuclear industry that has historically struggled to secure financial backing.
微软的核能交易： $微软 (MSFT.US)$ 与签署了为期20年的协议。 $Constellation Energy (CEG.US)$ 签署了一份为期20年的协议，重新启动核反应堆并建立一个清洁能源中心，这标志着向脱碳迈出了重要一步，并凸显了核电满足人工智能和数据中心能源需求的增长需求。
主要金融机构的支持：高盛、美国银行、巴克莱银行、巴黎银行和花旗纷纷表达了对到2050年全球核能容量增加两倍以上的支持，这对于一个历来难以获得金融支持的核能行业至关重要。
Source: Bloomberg, Market Index
来源：彭博社，市场指数
