铀价前景升温：市场趋紧推动价格预期上调

投资观察02-04

花旗集团最新分析指出，受哈萨克斯坦和非洲地区矿山供应缩减，以及公用事业需求持续增长的双重支撑，铀价有望进入上行通道。该机构将未来0-3个月的铀价预测上调25美元至每磅105美元，同时将6-12个月的价格预期同步调高25美元至每磅125美元。当前现货铀价报每磅94美元。

花旗同时大幅修正了直至2027年的长期价格展望，将明年平均价格预估提升21美元至每磅131美元。报告特别提到："包括斯普洛特实物铀信托在内的金融投机者近期明显加大了市场参与力度，通过大规模融资并在现货市场积极采购铀材料，进一步加剧了市场紧缩态势。"

（注：本文内容基于市场公开信息整合分析，不构成任何投资建议。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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