US stocks mining | Nuclear energy stocks collectively rise! CEG's annual increase is nearly 130%; aerospace stocks celebrate together! SpaceX's formidable rival Rocket Lab has surged over 360% this year.
Hundred-billion collaboration agreement finalized! Biotechnology company sarepta therapeutics surged nearly 14% overnight, approaching a three-month high; Medical reimbursement limit increased! Medical diagnostic company exact sciences rose 9% last night.
Constellation Energy's Options: A Look at What the Big Money Is Thinking
s&p 500 is expected to reach 7000 points! Optimistic sentiment spreads on Wall Street, these industries may become the new hotspots!
From the recent us stock market trend, the three major "frontier technology" sectors are performing extremely strong, which are quantum computing, space satellite, and nuclear power concept stocks.
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Constellation Energy (NASDAQ:CEG) Is Looking To Continue Growing Its Returns On Capital
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Another main theme of AI investment emerges: US hedge funds heavily buy nuclear power stocks as technology giants gather to deploy this technology.
①In Q3, American hedge funds maintained a stable exposure to AI-related investment themes, but reduced their investment in the semiconductor industry for the first time since Q2 2022. ②In OpenAI's latest disclosed "American AI Infrastructure Blueprint," lies its grand nuclear power vision; Huang Renxun also expresses a bullish attitude towards nuclear energy. ③From the trends of tech giants, most of them have chosen small modular reactors (SMR).
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Morgan Stanley: It is time to be bullish on uranium prices.
Morgan Stanley stated that the decline in mining output has reduced global uranium supply. Additionally, Russia has issued a ban on the export of enriched uranium to the usa, and if the eu is also included in the ban, it may exacerbate the tightness of global uranium supply.