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Nuclear energy resurgence? Asset management companies are increasing their bets on related stocks.
①Several asset management companies see the potential of nuclear energy-related stocks and are considering adding them to their investment portfolios; ②Fund managers believe that the continuously growing AI and datacenters will significantly increase the demand for electrical utilities in the future, and nuclear energy will play a significant role in increasing power supply; ③However, nuclear energy still faces significant controversies among ESG investors.
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Correction to RWE Market Talk
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