周二盘前,小型模块化反应堆(SMR)公司Oklo Inc.盘前大涨6.21%,引发市场广泛关注。消息人士分析,该股涨幅或与分析机构海通国际发布报告对SMR未来前景看好有关。
报告指出,相较于燃料电池和氢燃料电池,SMR供电稳定性更强,可实现365*24小时长时间不间断运行。同时SMR为真正零碳排放发电,核燃料成本远低于天然气或氢气。SMR还具有建设速度快、运营难度低等优势。
该行预计,2030年开始SMR将大规模商用,届时SMR有望成为AI数据中心高稳定、无碳、高安全等方面的最佳能源解决方案。报告同时建议持续关注包括Oklo在内的SMR领先公司。市场看好SMR长远发展前景,或是推动Oklo等SMR公司股价走高的主因。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.