异动解读 | AI电力需求推动Meta押注,Oklo Inc.盘前大涨10.85%

异动解读
Apr 14

Oklo Inc.(OKLO)今日盘前股价大涨10.85%,领涨核电板块。

消息面上,AI数据中心电力需求激增正重塑核能融资格局。Meta已与Oklo签署协议,为其在俄亥俄州开发一座1.2吉瓦核能技术园区提供资金支持,用于锁定核燃料供应并推进项目第一阶段建设。这一合作被视为Oklo获得重要资金和清晰盈利途径的关键进展。

Oklo方面表示,AI需求正推动客户签署长期购电协议,为项目开发提供支撑,长期电力买家的前景也吸引了机构投资者兴趣。受此带动,核电板块整体走强。

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