异动解读 | Sam Altman加持Oklo Inc.引发核电热浪

异动解读
30 Oct 2024

2024年10月30日,从事核能发电业务的Oklo Inc.(OKLO.US)股价出现大涨,盘中一度大涨12.32%。数据显示,Oklo Inc.上个季度净亏损5300万美元,高于去年同期900万美元亏损水平,公司目前仍处于亏损状态。

引发该股异动大涨的主要原因是OpenAI的CEO Sam Altman持有该公司2.6%股份的消息在市场上传播引发追捧。相关报道显示,早在今年6月,Sam Altman就已持有OKLO公司部分股份。最近围绕未来人工智能(AI)发展,一些被称为"AI浪潮"的投资主题在股市上掀起热潮,与AI相关的公司股票大涨。

核能被视为解决未来智能系统巨大能源消耗需求的一种选择。由于Sam Altman是AI领域的风云人物,这使得投资者预期其身份加持下,Oklo Inc.未来有望获得资本青睐,成为"AI浪潮下"一只热门投资标的。但公司目前业绩还未产生拐点,该股大涨更多反映投资者情绪面因素。

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