美国小型模块化核反应堆初创公司Oklo Inc.(OKLO)在2024年10月16日收盘后盘夜间大涨11.73%,引发市场关注。Oklo专注于开发快速裂变小型核反应堆,被视为来自科技巨头亚马逊等公司在小型核反应堆领域新投资的潜在受益者。
近期,亚马逊、谷歌等科技公司纷纷加大对小型模块化核反应堆的投资和合作。亚马逊已与NuScale Power签约,计划在弗吉尼亚州开发核反应堆。它还将向X-energy投资并与Energy Northwest合作在华盛顿州建设4座反应堆。而谷歌也宣布将从第三方采购小型模块化核反应堆产生的电力。这都反映出科技行业对核能需求在AI浪潮下快速增长。
除了科技巨头的推动,近期整个核电板块也出现了一波资金追捧。中核国际、中广核矿业等概念股在16日也出现了大涨。有分析人士认为,核能在能源转型和保障安全方面具有重要作用,预计将在多个领域发挥更大作用。Oklo作为小型反应堆开发商,市场预期它将从核能热潮中获得更多订单,从而推动其业务增长。
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