Oklo Inc.周一盘前股价大涨6.65%,引发了市场关注。
有分析指出,上周末一家中国人工智能公司DeepSeek推出的新人工智能技术引发了市场担忧,预计短期内将抑制大型科技公司和数据中心的电力需求。这一预期打压了周一美国电力公用事业行业股票。
然而,投资人似乎认为,即便短期内人工智能发展对电力需求有一定影响,但长期来看,人工智能的持续增长将为大型储能设施带来巨大需求。作为一家专注核能储能技术的公司,Oklo Inc.的股价出现反弹上涨。市场预期,核电作为清洁能源,未来在储能领域将扮演重要角色,从而推动相关公司获利前景向好。
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