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China Post Securities: Short-term safe-haven sentiment for gold weakens, aluminum oxide prices still have room to rise.
Market concerns about usa tax cuts and high tariffs policies leading to investment flowing back to the usa, while expectations of restrictions on imports are strengthening the dollar, with gold and silver showing weakness.
gtja: The electrical utilities assets are expected to usher in a new round of value reassessment opportunities with the verification of electricity price stability. Maintain a "shareholding" rating for the industry.
gtja released research reports stating that it maintains a "shareholding" rating for the electrical utilities industry.
How much electricity does AI consume? Technology stocks have a small nuclear reactor in every pair of hands.
Although there are currently no specific numbers indicating the demand for AI in electrical utilities, the market's recognition of the power consumption of AI servers is highly logical, such as the most widely discussed restarting of nuclear power plants or increasing the construction of nuclear power plants.
HK stocks fluctuate | cgn mining (01164) fell more than 4% in the morning, regulatory institutions rejected the Amazon nuclear power agreement, and the natural uranium trading market is about to enter the off-season.
cgn mining (01164) fell by over 4% in the morning session, as of the time of publication, it dropped by 2.7% to 1.8 Hong Kong dollars, with a turnover of 0.161 billion Hong Kong dollars.
HK stock market anomaly | cgn mining (01164) fell nearly 7% intraday, uranium spot prices in August and September fluctuated downward, falling nearly 20% since the beginning of the year.
cgn mining (01164) fell nearly 7% intraday. As of press time, it dropped by 4.08%, closing at 1.88 Hong Kong dollars, with a turnover of 0.169 billion Hong Kong dollars.
A bold bet on nuclear energy! Private equity stakes on the "next AI trade"
Analysis suggests that by providing financing for nuclear energy projects, private equity and other alternative asset management companies can invest a large amount of cash into assets with stable returns and growing demand.
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