异动解读 | 科技巨头看好SMR电力,Oklo Inc.等相关股大涨

异动解读
21 Oct 2024

2024年10月21日,小型模块化核反应堆(SMR)开发商Oklo Inc.盘中股价曾大涨13.6%。此前,科技巨头亚马逊、谷歌与SMR开发商达成里程碑协议,支持在美国部署12个下一代SMR电站,为其数据中心提供清洁电力。

随着人工智能(AI)的快速发展,如何满足AI数据中心巨大的电力需求已成为重中之重。分析人士表示,传统的可再生能源和电池无法满足数据中心对可靠、高效且经济实惠电力的需求,小型模块化核反应堆因此应运而生。

消息一出,SMR相关股大涨,Oklo Inc.周内最高曾飙升99%,竞争对手NuScale Power也涨逾37%创历史新高。但业内人士同时指出,SMR发展道阻且长,安全性、成本控制等问题仍值得关注。

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