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Energy Fuels Inc

21.95

-2.5780-10.51%

成交量：545.19万

成交额：1.24亿

市值：52.09亿

市盈率：-47.22

高：24.78

开：24.78

低：21.62

收：24.53

52周最高：27.90

52周最低：3.20

股本：2.37亿

流通股本：2.22亿

量比：1.26

换手率：2.46%

股息：- -

股息率：- -

每股收益(TTM):-0.4649

每股收益(LYR):-0.2800

净资产收益率：-18.10%

总资产收益率：-11.01%

市净率：7.41

市盈率(LYR):-78.40

数据加载中...

总览公司新闻资讯公告

BUZZ-消息人士称，稀土矿商下跌；美国放弃价格下限计划

核能板块全线狂飙！美能源部新政重塑核燃料供应链 Energy Fuels (UUUU.US)领涨铀矿股

美国铀生产商 Energy Fuels 通过 ASM 交易扩大稀土供应链

Energy Fuels Inc将收购AUSTRALIAN STRATEGIC MATERIA，打造全新“矿山-金属-合金”一体化稀土巨头

绕开最高法裁决风险，特朗普动用232条款对部分半导体及关键矿产加征关税

智通财经APP

Energy Fuels发布马达加斯加Toliara稀土及重矿砂项目最新可行性研究，确认其世界级规模与经济效益：净现值18亿美元，预计年EBITDA将超5亿美元

美国政府大手笔砸向核燃料制造商，带动核电股集体大涨

老虎资讯综合

稀土概念股拉升，CRITICAL METALS大涨14%，Energy Fuels涨超9%

老虎资讯综合

Energy Fuels Inc盘中异动快速拉升5.03%

深度报告：美国电网跟不上，AI数据中心“自建电厂”跟时间赛跑

智通财经网

BUZZ-2025 年铀库存因核需求增加而上升

Ascot完成私募融资首轮交割，管理层调整与债权人重组同步推进

Energy Fuels美国铀业务持续发力，年终产量与销售额双双超越指引

BUZZ-稀土氧化物获得磁铁生产资格后，能源燃料公司获得收益

Energy Fuels公司美国生产的“重”稀土氧化物成功获得用于永磁体的资格

Energy Fuels Inc盘中异动早盘股价大跌5.00%

美股夜盘 | 英伟达绩后涨超5%，持仓股CRWV涨超10%；加密矿企股APLD涨超13%，核电股LEU涨近7%

老虎资讯综合

MP Materials与美国国防部、沙特阿拉伯矿业公司合作，共同开发稀土精炼合资企业

老虎资讯综合

核电股普涨，Oklo涨超10%，美政府称将支持新一代核电厂建设

老虎资讯综合

异动解读 | Energy Fuels盘中大涨7.35%，矿产股普遍活跃

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(UUUU.US)领涨铀矿股","url":"https://stock-news.laohu8.com/highlight/detail?id=2607773402","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607773402?lang=zh_cn&edition=fundamental","pubTime":"2026-01-29 10:20","pubTimestamp":1769653204,"startTime":"0","endTime":"0","summary":"智通财经APP注意到，Energy Fuels  周三领涨核能技术板块，股价大涨 14.2%，创下近 15 年来的新高。此前，美国能源部公布了一项旨在构建美国核燃料供应链的新举措。这一战略标志着政策的转变，旨在解决美国核工业数十年来面临的难题，即如何处理放射性废料。同日，Energy Fuels 获得了 Roth Capital 的评级上调，从“卖出”调升至“中性”，目标价从 13 美元上调至 15.50 美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"52cd22f07c63c0e1a3b2c61a9a971a3b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1398954.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4585","BK4588","BK4606","UUUU","URA","BK4156","NLR"],"gpt_icon":1},{"id":"2605420851","title":"美国铀生产商 Energy Fuels 通过 ASM 交易扩大稀土供应链","url":"https://stock-news.laohu8.com/highlight/detail?id=2605420851","media":"路透中文","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605420851?lang=zh_cn&edition=fundamental","pubTime":"2026-01-21 06:45","pubTimestamp":1768949147,"startTime":"0","endTime":"0","summary":"更新版 3-美国铀生产商 Energy Fuels 通过 ASM 交易扩大稀土供应链交易对澳大利亚战略材料公司的估值为 3 亿美元较 ASM 1 月 20 日收盘价溢价 121%政府政策有望推动更多行业整合美国寻求交易以加强稀土的获取改写、增加细节、ASM 首席执行官评论见第 4-6 段Melanie Burton. 路透墨尔本1月21日 - 美国铀生产商Energy Fuels UUUU.A已同意以高价收购澳大利亚战略材料 ASM.AX，因为美国正努力确保西方稀土元素供应链的安全。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260120:nL4T3YL26V:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4156","UUUU","BK7507","ASM.AU","BK7095","BK4606","LYC.AU"],"gpt_icon":1},{"id":"1102033289","title":"Energy Fuels Inc将收购AUSTRALIAN STRATEGIC MATERIA，打造全新“矿山-金属-合金”一体化稀土巨头","url":"https://stock-news.laohu8.com/highlight/detail?id=1102033289","media":"美股速递","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102033289?lang=zh_cn&edition=fundamental","pubTime":"2026-01-21 05:35","pubTimestamp":1768944915,"startTime":"0","endTime":"0","summary":"Energy Fuels Inc已达成协议，将收购澳大利亚上市公司AUSTRALIAN STRATEGIC MATERIA。此次战略性并购旨在整合双方优势资源，共同打造一个全新的、覆盖从上游矿产开采到下游金属及合金生产全产业链的稀土行业领军企业。这一“矿山-金属-合金”一体化模式将显著增强公司在全球稀土市场的竞争力与影响力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4606","BK7095","BK4156","ASM.AU","UUUU"],"gpt_icon":0},{"id":"1153625954","title":"绕开最高法裁决风险，特朗普动用232条款对部分半导体及关键矿产加征关税","url":"https://stock-news.laohu8.com/highlight/detail?id=1153625954","media":"智通财经APP","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153625954?lang=zh_cn&edition=fundamental","pubTime":"2026-01-15 06:05","pubTimestamp":1768428312,"startTime":"0","endTime":"0","summary":"美东时间1月14日，美国总统特朗普在白宫参加签字仪式。在场官员宣布特朗普已签署关键矿物行政命令，以保障国家稀土供应。此外，特朗普还表示已签署新规，在关税调查结束后，凡是进口到美国但并非用于国内人工智能产业的芯片，将被征收25%的关税。这些关税针对的是在美国“过境”、随后被用于数据中心服务器等产品并最终出口至其他国家的芯片。“我们将在这些芯片的销售中拿到25%,” 特朗普周三表示，并称预计将获得数十亿美元收入。特朗普去年曾表示，加大在美国投资的企业也将免于芯片关税，但他周三并未提及这一潜在豁免。","market":"us","thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a7a093e7059d2a399d631855b31ce739","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"绕开最高法裁决风险，特朗普动用232条款对部分半导体及关键矿产加征关税","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MP","AREC","UUUU","USAR","CRML"],"gpt_icon":1},{"id":"1186566843","title":"Energy Fuels发布马达加斯加Toliara稀土及重矿砂项目最新可行性研究，确认其世界级规模与经济效益：净现值18亿美元，预计年EBITDA将超5亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1186566843","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186566843?lang=zh_cn&edition=fundamental","pubTime":"2026-01-08 19:17","pubTimestamp":1767871042,"startTime":"0","endTime":"0","summary":"Energy Fuels Inc (UUUU) 公布了其位于马达加斯加的Toliara稀土及重矿砂项目的最新可行性研究结果。该研究证实了该项目具备世界级的开发规模和卓越的经济效益。\n研究显示，该项目的税后净现值高达18亿美元。在全面投产后，预计每年可产生超过5亿美元的息税折旧摊销前利润。这一数据进一步巩固了Toliara项目在全球稀土资源领域的领先地位。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["UUUU","BK4156","BK4606"],"gpt_icon":0},{"id":"1150440556","title":"美国政府大手笔砸向核燃料制造商，带动核电股集体大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1150440556","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1150440556?lang=zh_cn&edition=fundamental","pubTime":"2026-01-06 08:05","pubTimestamp":1767657951,"startTime":"0","endTime":"0","summary":"美国政府宣布，将向 $Centrus Energy Corp.$ 及另外两家核燃料制造商各拨款9亿美元，合共约27亿美元，以重启本土核燃料生产，并降低对俄罗斯浓缩铀的依赖。美国能源部指出，Centrus将获资金用于开发面向下一代反应堆的核燃料；其余两家受惠企业分别为彼得蒂尔投资的 General Matter，以及法国 Orano SA 拟于田纳西州设厂的美国子公司。是次拨款正值政府推动扩大核工业之际。相关资金于2024年由国会拨出，原意在削减对俄罗斯核燃料依赖并重振美国核燃料产业。","market":"us","thumbnail":"https://community-static.tradeup.com/news/6d240de2f356f24b2901e08898106397","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/6d240de2f356f24b2901e08898106397"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"28c0aceb514b15941c8ea292d5faebd0","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":"美国政府大手笔砸向核燃料制造商，带动核电股集体大涨","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMR","OKLO","LTBR","UUUU","LEU","VST","CEG","NINE","UEC","NRG","GEV","NNE","CCJ","NEE"],"gpt_icon":1},{"id":"1165752796","title":"稀土概念股拉升，CRITICAL METALS大涨14%，Energy Fuels涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1165752796","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1165752796?lang=zh_cn&edition=fundamental","pubTime":"2026-01-02 23:07","pubTimestamp":1767366432,"startTime":"0","endTime":"0","summary":"USA Rare Earth涨超8%，MP Materials涨超5%。","market":"us","thumbnail":"https://static.tigerbbs.com/78ccc3a53f1ce235a60691f4dd52834a","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/78ccc3a53f1ce235a60691f4dd52834a"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"13edc363d5ee443df00100eb24e0e117","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MP","USAR","UUUU","CRML"],"gpt_icon":0},{"id":"2600176060","title":"Energy Fuels Inc盘中异动 快速拉升5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=2600176060","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2600176060?lang=zh_cn&edition=fundamental","pubTime":"2026-01-02 22:37","pubTimestamp":1767364636,"startTime":"0","endTime":"0","summary":"北京时间2026年01月02日22时37分，Energy Fuels Inc股票出现波动，股价急速拉升5.03%。截至发稿，该股报15.27美元/股，成交量44.5393万股，换手率0.19%，振幅3.65%。Energy Fuels Inc股票所在的铀行业中，整体涨幅为3.38%。其相关个股中，丹尼森矿业、Nexgen Energy Ltd.、Anfield Energy Inc.涨幅较大，丹尼森矿业、Centrus Energy Corp.、Energy Fuels Inc较为活跃，换手率分别为0.31%、0.26%、0.21%，振幅较大的相关个股有丹尼森矿业、Uranium Royalty Corp.、Energy Fuels Inc，振幅分别为5.64%、4.94%、4.13%。Energy Fuels Inc公司简介：Energy Fuels Inc 是一家重要矿物质的美国公司。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260102223716a494ee69&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:44","pubTimestamp":1767275085,"startTime":"0","endTime":"0","summary":"在公共电网建设动辄十年的现实下，OpenAI、xAI、谷歌等美国头部AI实验室集体绕开电网，自建燃气电厂，以最快的速度让算力跑起来。底层逻辑在于，当AI进入超大规模部署阶段，电力问题已经从“成本问题”，升级为决定算力能否按期上线的第一性约束。","market":"sh","thumbnail":"https://static.tigerbbs.com/ee293fe5629ee0ea9f80cfafff4b2fa4","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ee293fe5629ee0ea9f80cfafff4b2fa4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1388029.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["BK4587","NNE","BK4551","SMR","BK4543","BK4585","BK4023","AEP","BK4588","UUUU","OKLO","BK4528"],"gpt_icon":1},{"id":"2595770487","title":"BUZZ-2025 年铀库存因核需求增加而上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2595770487","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2595770487?lang=zh_cn&edition=fundamental","pubTime":"2025-12-31 23:21","pubTimestamp":1767194468,"startTime":"0","endTime":"0","summary":"BUZZ-2025 年铀库存因核需求增加而上升12月31日 - ** 铀生产商Energy Fuels UUU.A、Cameco Corp CCO.TO, CCO.N和Uranium Energy UEC.A的股价分别上涨117%、69.3%和75.9%。** Global X铀ETF 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01:29","pubTimestamp":1767115740,"startTime":"0","endTime":"0","summary":"矿业公司Ascot宣布已完成其私募融资计划的首轮交割，同时公布管理层人事变动及债权人债务重组方案。此次资本运作标志着公司在财务结构优化与战略转型方面迈出关键一步。\n私募融资首轮资金的到位将主要用于加速旗下核心矿产项目的开发进程。公司董事会同步任命新任首席执行官，原首席财务官将兼任战略投资委员会主席职务。\n债权人重组协议涉及现有债务的展期与部分债转股安排，预计将显著改善公司资产负债结构。管理层表示，此次综合性调整旨在提升运营效率，为长期资源勘探业务奠定坚实基础。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DRR.AU","BK4606","UUUU","BK7129","BK4156"],"gpt_icon":0},{"id":"1176908815","title":"Energy Fuels美国铀业务持续发力，年终产量与销售额双双超越指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1176908815","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176908815?lang=zh_cn&edition=fundamental","pubTime":"2025-12-29 19:16","pubTimestamp":1767006994,"startTime":"0","endTime":"0","summary":"Energy Fuels Inc. 在美国的铀业务展现出强劲的持续增长势头，其年终的铀产量和销售额均成功超越了公司先前设定的业绩指引。这一优异表现凸显了公司在国内铀市场的稳固地位和卓越的运营效率。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["UUUU","BK4606","BK4156"],"gpt_icon":0},{"id":"2592716176","title":"BUZZ-稀土氧化物获得磁铁生产资格后，能源燃料公司获得收益","url":"https://stock-news.laohu8.com/highlight/detail?id=2592716176","media":"路透中文","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592716176?lang=zh_cn&edition=fundamental","pubTime":"2025-12-19 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Fuels公司美国生产的“重”稀土氧化物成功获得用于永磁体的资格","url":"https://stock-news.laohu8.com/highlight/detail?id=1168463984","media":"美股速递","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1168463984?lang=zh_cn&edition=fundamental","pubTime":"2025-12-19 19:17","pubTimestamp":1766143034,"startTime":"0","endTime":"0","summary":"Energy Fuels公司美国生产的“重”稀土氧化物成功获得用于永磁体的资格","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4606","BK4156","UUUU"],"gpt_icon":0},{"id":"2585662142","title":"Energy Fuels Inc盘中异动 早盘股价大跌5.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2585662142","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2585662142?lang=zh_cn&edition=fundamental","pubTime":"2025-11-21 22:38","pubTimestamp":1763735931,"startTime":"0","endTime":"0","summary":"北京时间2025年11月21日22时38分，Energy Fuels Inc股票出现异动，股价大幅跳水5.00%。截至发稿，该股报12.55美元/股，成交量195.151万股，换手率0.82%，振幅3.03%。Energy Fuels Inc股票所在的铀行业中，整体跌幅为1.06%。其相关个股中，Anfield Energy Inc.、Isoenergy Ltd.、Ur-能源涨幅较大，Energy Fuels Inc、Centrus Energy Corp.、Ur-能源较为活跃，换手率分别为0.82%、0.58%、0.22%，振幅较大的相关个股有Encore Energy Corp.、Ur-能源、Uranium Energy Corp.，振幅分别为3.70%、3.64%、3.53%。Energy Fuels Inc公司简介：Energy Fuels Inc 是一家重要矿物质的美国公司。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511212238519777dda7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511212238519777dda7&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["UUUU","BK4606","BK4156"],"gpt_icon":1},{"id":"1105544823","title":"美股夜盘 | 英伟达绩后涨超5%，持仓股CRWV涨超10%；加密矿企股APLD涨超13%，核电股LEU涨近7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1105544823","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105544823?lang=zh_cn&edition=fundamental","pubTime":"2025-11-20 09:08","pubTimestamp":1763600913,"startTime":"0","endTime":"0","summary":"11月20日，美股夜盘时段，$英伟达$涨超5%，Q3营收增长62%，Q4指引超预期！黄仁勋称“Blackwell销量远超预期” 。半导体、 英伟达持仓概念股集体走高，$Coreweave$涨超10%，$NEBIUS$涨超8%，$美光科技$涨超4%，$博通$、$台积电$涨近3%。加密矿企概念股上涨，$Applied Digital$涨超13%，$Cipher Mining$涨超12%，$IREN$涨超10%。Cerence暴涨逾30%，业绩指引远超预期。美沙共推稀土精炼合资项目，MP 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