异动解读 | Oklo盘中大涨5.46%,英伟达合作与汇丰首次覆盖成催化剂

异动解读
Apr 27

Oklo Inc. (OKLO) 今日盘中股价大幅上涨5.46%,引起了市场的高度关注。

消息面上,Oklo近日宣布与科技巨头英伟达及洛斯阿拉莫斯国家实验室达成三方合作协议,旨在整合Oklo的先进钠冷快堆平台、英伟达的AI基础设施以及LANL在核燃料领域的技术,共同推进核基础设施与AI赋能的研究。此举进一步强化了公司“AI算力+核能”的战略布局,此前公司已与Meta达成合作。

此外,汇丰银行首次覆盖Oklo,并给予“买入”评级,目标价设定为96美元,这意味着较当前股价仍有显著的上行空间。同时,花旗分析师也对Oklo近期的治理改善及反应堆开发进展表达了积极看法,多重利好因素共同推动了股价的上涨。

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