谁从美国的核推动中受益？

投资者应该知道：计划建造耗电量大的人工智能数据中心引发了人们对电力价格和可用性的担忧。在美国旨在建立国内核燃料供应链的政策举措之际，这增强了人们对核能和铀股票的兴趣。

4月，美国政府启动了一项名为“核主导权-3乘33”的计划。“该倡议由能源部监督，旨在到2033年重建和确保美国国内核燃料供应链

该计划的目标是全燃料循环，包括采矿、研磨、转化、浓缩和回收。目标是将劳动力发展、融资、创新和行业合作与广泛的核建设保持一致。

政策支持已将核燃料视为国家安全优先事项和关键的矿产供应链问题。随着政府努力减少对外国来源的依赖，从事铀矿开采和燃料加工业务的公司正在将自己定位在这一框架内。

公开交易的领域涵盖几种不同的业务类型。铀能源公司（UEC）和丹尼森矿业公司（DNN）都是铀矿开采和开发公司。Centrus Energy Corp.（LEU）从事铀浓缩和燃料供应业务。BWX科技公司（BWXT）服务于核零部件和服务市场。在反应堆开发方面，NuScale Power（SVR）、Oklo（OKLO）和NANO核能公司。(NNE)是开发先进和小型模块化反应堆技术的早期公司。能源燃料公司（UUUU）和SP Isotopes Inc.（ASPI）完善了生产商和同位素部门，而Urium Royalty Corp.（UROY）则为该行业提供基于版税的风险敞口。

寻求更广泛风险敞口的投资者可以通过ETF投资该主题，包括Sprott Uranium Miners ETF（URNUM）、Sprott Junior Uranium Miners ETF（URSJ）、Global X Uranium ETF（URA）和VanEck Uranium and Nuclear ETF（NLR）等。

下面的筛选器识别了与核能和铀生产商主题一致的股票，公司根据与主题的紧密程度进行排序-与主题最相关的名称首先出现。

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The screener below covers ETFs aligned with the same nuclear energy and uranium producers theme, also ranked by thematic relevance.

{"type":"screeners","props":{"type":"etfs","name":"Nuclear Energy Uranium","filter":{"ds_screener_filter":{"in":["nuclear_energy_and_uranium_producers"]}},"sort":"ds_screener_filter"},"data":[{"slug":"urnj","ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"Sprott Junior Uranium Miners ETF","has_virtual_analysis":false},{"slug":"urnm","ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"Sprott Uranium Miners ETF","has_virtual_analysis":false},{"slug":"remx","ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"VanEck Rare Earth and Strategic Metals ETF","has_virtual_analysis":false},{"slug":"ura","ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"Global X Uranium ETF","has_virtual_analysis":false},{"slug":"nlr","ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"VanEck Uranium and Nuclear ETF","has_virtual_analysis":false},{"slug":"setm","ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"Sprott Critical Materials ETF","has_virtual_analysis":false},{"slug":"nukz","ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"Range Nuclear Renaissance Index ETF","has_virtual_analysis":false},{"slug":"lit","ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"Global X Lithium & Battery Tech ETF","has_virtual_analysis":false}],"show_in_screener_page":true}

股票筛选者包括十个名字，涵盖铀矿开采商、燃料循环运营商、反应堆开发商和邻近生产商。今年迄今的回报率差异很大，Almonty Industries Inc.的收益约为94%。(ALM)Centrus Energy Corp.（LEU）下跌约35%。BWX科技公司（BWXT）的市值是该集团中最大的，约为178亿美元，而铀皇家公司（UROY）的市值最小，约为4.33亿美元。筛选器中的其他名称包括ASP Isotopes Inc.（ASPI）、能源燃料公司（UUUU）、丹尼森矿业公司（DNN）、NANO核能公司(NNE)、Kraken机器人公司（KRKNF）和铀能源公司（UEC）。

ETF筛选器列出了八只提供核能和铀生产商主题风险的基金。该集团包括Sprott Junior Uranium Miners ETF（URNU）、Sprott Uranium Miners ETF（URNM）、VanEck稀土和战略金属ETF（REMX）、Global X Uranium ETF（URA）、VanEck铀与核ETF（NLR）、Sprott Critical Matters ETF（SETM）、Range核复兴指数ETF（NUKZ）和Global X Lithium & Battery Tech ETF（LIT）。