周四,Oklo Inc.(OKLO)盘中大涨5.01%,引发市场广泛关注。从新闻报道来看,此次涨价主要有以下几大原因:
一方面,中国自主研发制造的准环对称仿星器测试平台通过实验,为后期高参数运行奠定基础,推动了核能行业的科技进展。作为一家从事核能研发和投资的公司,Oklo Inc.必将从中获益。
另一方面,人工智能(AI)对能源的需求急剧增加,也为核能公司带来了新的发展契机。数据显示,预计到2030年,AI可能占全球电力需求的3%至4%,对能源供应造成一定压力。在满足AI庞大电力需求的过程中,核电无疑将发挥重要作用。
不过,值得注意的是,在美股市场,著名做空机构Kerrisdale Capital发布报告,质疑了Oklo的商业可行性,导致其股价曾经一度大跌10%。但这并未阻碍整个核电板块在两市的良好表现。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.