异动解读 | 特朗普政府支持AI发展,Oklo股价盘中大涨10.56%

异动解读
27 Jun

周五盘中,核能公司Oklo Inc.(OKLO)股价出现大幅上涨,涨幅高达10.56%,引发市场广泛关注。这一显著涨幅与特朗普政府计划推出支持人工智能(AI)发展的新政策密切相关。

据多家媒体报道,特朗普政府正在筹备一系列行政措施,旨在解决AI快速扩张所带来的巨大电力需求。这些措施包括简化电网连接程序、提供联邦土地用于建设数据中心,以及发布AI行动计划。这一消息刺激了核能股普遍上涨,除Oklo外,NuScale Power(SMR)和NANO Nuclear Energy(NNE)等公司的股价也出现明显增长。

作为一家致力于开发先进裂变发电厂的公司,Oklo Inc.有望从这一政策中受益。该公司正在通过Aurora发电站产品线将其液态金属快堆技术商业化,旨在提供清洁、可靠且负担得起的能源。随着AI技术的快速发展对清洁能源需求的增加,Oklo的技术和产品可能会迎来更大的市场机遇。投资者对此反应积极,推动了公司股价的大幅上涨。然而,投资者仍需密切关注政策的具体实施情况及其对核能行业的长期影响。

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