2024年10月23日,Oklo Inc.(OKLO)在夜盘大涨7.54%,引发市场关注。这与人工智能热潮推动对核能的需求直接相关。
当前,科技巨头亚马逊、谷歌和微软等企业正加快扩建数据中心,以支撑日益增长的人工智能和云计算算力需求。数据中心对电力供应的需求也因此激增。为获得稳定、清洁的能源,上述公司开始重视核能,希望借此为数据中心提供24小时不间断的电力。
作为一家致力于小型核反应堆研发的初创公司,Oklo Inc.被视为可能从这一核能复兴中获益。该公司股价近一周飙升144%,反映了投资者对其长期发展前景的乐观预期。与此同时,三只短期内股价大涨的"妖股"也反映出美股市场整体泡沫加速膨胀,非理性投机氛围浓厚。
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