Oklo Inc.今日盘中大涨8.71%,引发了资本市场的广泛关注。据了解,该公司近日获得了券商重申看好评级,并与数据中心运营商达成了长期供电协议,成为其暴涨的主因。
在分析师方面,华尔街券商Wedbush维持了对Oklo的"跑赢大盘"评级,并将其目标价上调至26美元,预期股价有进一步上涨空间。分析师认为Oklo通过独特的商业模式,能为其核电项目提供长期稳定现金流,抢占AI推动的清洁能源需求升温。
同时,这家从事小型模块化反应堆技术开发的初创公司,与数据中心巨头Switch达成为期20年的长期供电协议,为后者12吉瓦的多个数据中心站点提供电力。这份合作不仅为Oklo部署Aurora小型核反应堆电站铺平了道路,更将推动公司核电事业的规模发展,注入了业务新的增长动力。
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