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鈾股週四大漲，其中 $Paladin Energy Ltd (PDN.AU)$ 漲幅6.67%， $Boss Energy Ltd (BOE.AU)$ 漲幅4.76%， $Deep Yellow Ltd (DYL.AU)$ 漲幅4.4%。
Two drivers propelling ASX uranium stocks upward:
ASX鈾股上漲的兩大推動因素：
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.
微軟的核能交易： $微軟 (MSFT.US)$ 與美國銀行簽署了一項爲期20年的協議 $Constellation Energy (CEG.US)$ 簽署了一份爲期20年的協議，重新啓動核反應堆並建立一個清潔能源中心，這標誌着向脫碳邁出了重要一步，並凸顯了核電滿足人工智能和數據中心能源需求的增長需求。
主要金融機構的支持：高盛、美國銀行、巴克萊銀行、巴黎銀行和花旗紛紛表達了對到2050年全球核能容量增加兩倍以上的支持，這對於一個歷來難以獲得金融支持的核能行業至關重要。
Source: Bloomberg, Market Index
來源：彭博社，市場指數
