核能初创公司Oklo Inc.(OKLO)今日盘前股价大涨5.19%，表现强劲。
消息面上，Oklo公司宣布与人工智能芯片巨头英伟达以及洛斯阿拉莫斯国家实验室(LANL)达成合作协议。该合作旨在结合先进核能、人工智能、数字孪生、建模和仿真技术，以支持关键基础设施建设并加速核能部署。此举被视为AI算力需求向上游能源基础设施延伸的重要标志，凸显了清洁核电在支持未来高耗能计算领域的战略价值。
此外，汇丰银行首次覆盖Oklo，并给予“买入”评级，目标价定为96美元，较其近期收盘价有显著上行空间。分析师指出，Oklo有望受益于美国能源部主导的新许可流程，并发挥其在核燃料回收等配套领域的专业优势。在人工智能技术蓬勃发展、数据中心电力需求激增的背景下，作为稳定基荷电源的小型模块化反应堆(SMR)技术受到市场青睐，Oklo作为该领域的开发者正吸引投资者关注。
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