港股异动 | 中广核矿业(01164)再涨近4% 高盛预计铀供应缺口将扩大至32% 铀价仍有20%上涨空间

智通财经2025-12-24

智通财经APP获悉，中广核矿业(01164)再涨近4%，截至发稿，涨3.45%，报3.3港元，成交额2218.23万港元。消息面上，高盛最新研报显示，到2026年底，现货铀价格预计将升至每磅91美元左右，与目前的约76美元相比，意味着至少有约20%的上涨空间。尽管不同的机制驱动着现货和长期合约市场，但该行认为2026年这两个市场的价格均面临上行风险，长期合约价格自8月以来已从每磅80美元上涨至86...

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