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Why These 3 Uranium ETFs Could Be 2026’s Most Overlooked Winners
Yahoo Finance· 2026-01-27 21:11
Uranium rock and “Uranium ETFs” chart on tablet at NYSE floor, signaling bullish uranium fund performance. Key Points Many uranium mining companies have seen shares more than double in the last year amid easing regulations and a supply squeeze. To capitalize on continued strong demand, investors might consider an ETF like URNJ or URNM, each of which provides access to a variety of uranium producers and offers an attractive dividend yield. For a more mainstream uranium investment, URA is among the oldes ...
Uranium 2026: Why I'm Switching ETFs, From URA To NLR
Seeking Alpha· 2026-01-08 08:21
投资观点与策略 - 分析师对铀行业持积极看法 且观点变得更强 [1] - 分析师正在转变其投资策略 [1] 分析师背景 - 分析师为投资组合经理 负责灵活股票基金和私人客户业务 [1] - 分析师从事基本面股票研究 宏观和地缘政治策略分析 [1] - 拥有超过10年全球市场经验 管理多资产策略和股票投资组合 [1] - 分析方法结合自上而下的宏观分析 自下而上的个股选择以及实时头寸管理 [1] - 关注点包括企业盈利 技术颠覆 政策转变和资本流动 旨在市场发现前识别错误定价的机会 [1] 持仓披露 - 分析师通过股票所有权 期权或其他衍生品持有NLR的多头头寸 [1]