誰從美國的核推動中受益？

投資者應該知道：計劃建造耗電量大的人工智能數據中心引發了人們對電力價格和可用性的擔憂。在美國旨在建立國內核燃料供應鏈的政策舉措之際，這增強了人們對核能和鈾股票的興趣。

4月，美國政府啟動了一項名為「核主導權-3乘33」的計劃。「該倡議由能源部監督，旨在到2033年重建和確保美國國內核燃料供應鏈

該計劃的目標是全燃料循環，包括採礦、研磨、轉化、濃縮和回收。目標是將勞動力發展、融資、創新和行業合作與廣泛的核建設保持一致。

政策支持已將核燃料視為國家安全優先事項和關鍵的礦產供應鏈問題。隨着政府努力減少對外國來源的依賴，從事鈾礦開採和燃料加工業務的公司正在將自己定位在這一框架內。

公開交易的領域涵蓋幾種不同的業務類型。鈾能源公司（UEC）和丹尼森礦業公司（DNN）都是鈾礦開採和開發公司。Centrus Energy Corp.（LEU）從事鈾濃縮和燃料供應業務。BWX科技公司（BWXT）服務於核零部件和服務市場。在反應堆開發方面，NuScale Power（SVR）、Oklo（OKLO）和NANO核能公司。(NNE)是開發先進和小型模塊化反應堆技術的早期公司。能源燃料公司（UUUU）和SP Isotopes Inc.（ASPI）完善了生產商和同位素部門，而Urium Royalty Corp.（UROY）則為該行業提供基於版税的風險敞口。

尋求更廣泛風險敞口的投資者可以通過ETF投資該主題，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。

下面的篩選器識別了與核能和鈾生產商主題一致的股票，公司根據與主題的緊密程度進行排序-與主題最相關的名稱首先出現。

{"type":"screeners","props":{"type":"stocks","name":"Nuclear Uranium Theme","filter":{"ds_screener_filter":{"in":["nuclear_energy_and_uranium_producers"]},"marketcap_display":{},"price_return_ytd":{}},"sort":"ds_screener_filter"},"data":[{"slug":"aspi","marketcap_display":784378500.0,"price_return_ytd":16.45,"ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"ASP Isotopes Inc.","has_virtual_analysis":true},{"slug":"uroy","marketcap_display":432671000.0,"price_return_ytd":-16.38,"ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"Uranium Royalty Corp.","has_virtual_analysis":true},{"slug":"uuuu","marketcap_display":3773360600.0,"price_return_ytd":3.71,"ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"Energy Fuels Inc.","has_virtual_analysis":true},{"slug":"bwxt","marketcap_display":17835540000.0,"price_return_ytd":12.64,"ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"BWX Technologies, Inc.","has_virtual_analysis":true},{"slug":"dnn","marketcap_display":2723044900.0,"price_return_ytd":12.78,"ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"Denison Mines Corp.","has_virtual_analysis":true},{"slug":"leu","marketcap_display":3121678800.0,"price_return_ytd":-34.64,"ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"Centrus Energy Corp.","has_virtual_analysis":true},{"slug":"alm","marketcap_display":4838191000.0,"price_return_ytd":93.76,"ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"Almonty Industries Inc.","has_virtual_analysis":true},{"slug":"nne","marketcap_display":1226561500.0,"price_return_ytd":-1.92,"ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"NANO Nuclear Energy Inc.","has_virtual_analysis":true},{"slug":"krknf","marketcap_display":1566804200.0,"price_return_ytd":9.08,"ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"Kraken Robotics Inc.","has_virtual_analysis":false},{"slug":"uec","marketcap_display":5260493300.0,"price_return_ytd":-8.99,"ds_screener_filter":"Nuclear Energy and Uranium Producers","company_name":"Uranium Energy Corp.","has_virtual_analysis":true}],"show_in_screener_page":true}

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}

股票篩選者包括十個名字，涵蓋鈾礦開採商、燃料循環運營商、反應堆開發商和鄰近生產商。今年迄今的回報率差異很大，Almonty Industries Inc.的收益約為94%。(ALM)Centrus Energy Corp.（LEU）下跌約35%。BWX科技公司（BWXT）的市值是該集團中最大的，約為178億美元，而鈾皇家公司（UROY）的市值最小，約為4.33億美元。篩選器中的其他名稱包括ASP Isotopes Inc.（ASPI）、能源燃料公司（UUUU）、丹尼森礦業公司（DNN）、NANO核能公司(NNE)、Kraken機器人公司（KRKNF）和鈾能源公司（UEC）。

ETF篩選器列出了八隻提供核能和鈾生產商主題風險的基金。該集團包括Sprott Junior Uranium Miners ETF（URNU）、Sprott Uranium Miners ETF（URNM）、VanEck稀土和戰略金屬ETF（REMX）、Global X Uranium ETF（URA）、VanEck鈾與核ETF（NLR）、Sprott Critical Matters ETF（SETM）、Range覈覆興指數ETF（NUKZ）和Global X Lithium & Battery Tech ETF（LIT）。