Cameco的库存在五年内猛增650%, 原因是铀需求增加, 以及战略转向稳定的核服务。 Cameco's stock surged 650% in five years due to rising uranium demand and a strategic shift toward stable nuclear services.

Cameco是主要的铀供应商和核服务供应商,其库存在五年内增长了650%以上,其燃料来源是铀价格飞涨和全球对清洁、可靠核能的需求不断增加。 Cameco, a leading uranium supplier and nuclear services provider, has seen its stock rise over 650% in five years, fueled by surging uranium prices and growing global demand for clean, reliable nuclear energy. 该公司通过合资企业在Westinghouse收购50%的股权,增加了稳定的基础设施收入,减少了对商品周期的依赖,从而实现了多样化。 The company has diversified by acquiring a 50% stake in Westinghouse through a joint venture, adding stable infrastructure revenue and reducing reliance on commodity cycles. 根据该报告,该公司的业绩在2025年第二季度强,其中调整后EBITDA同比增长43%,反映出强的业绩. Strong second-quarter 2025 results, including a 43% year-over-year rise in adjusted EBITDA, reflect solid performance. 虽然核能面临历史上的波动和监管风险,但日益需要无碳基础载荷动力正在推动工业的新势头。 While nuclear energy faces historical volatility and regulatory risks, increasing need for carbon-free baseload power is driving renewed industry momentum. Cameco向长期服务的战略转变可能增强抗御力,但投资者应考虑增长潜力和部门特定风险。 Cameco’s strategic shift toward long-term services may enhance resilience, but investors should consider both growth potential and sector-specific risks.