异动解读｜Cameco Corp盘中上涨5.09%，Westinghouse启动IPO叠加机构看好核能前景

行情直击08-05

8月5日，Cameco Corp盘中上涨5.09%，报94.29美元/股，成交额1.85亿美元。

消息面上，多重利好共振推动股价走强。7月31日，Cameco宣布其与Brookfield Renewable Partners共同持有的Westinghouse Electric已秘密向美国SEC提交S-1注册声明，拟启动美国IPO，股份数量及价格区间尚未确定。8月4日，RBC Capital Markets发布报告维持"跑赢大市"评级，指出核能及铀市场基本面强劲，铀价未来6-12个月有望持续走强，并强调Westinghouse作为无直接上市可比公司的独特资产，估值理应享有溢价。此前UBS亦于7月27日将Cameco评级上调至"买入"，目标价CA$166。

尽管Q2调整后每股收益CA$0.18大幅不及预期的CA$0.36，但Westinghouse IPO带来的价值释放预期及机构集体看好核能赛道，成为当前股价上行的核心驱动。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

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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