Oklo Inc.今日盘前股价大涨6.13%，引起了市场的广泛关注。
消息面上，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，高于FactSet统计的分析师平均目标价，为股价提供了明确的向上空间预期。同时，人工智能算力对电力的刚性需求持续推升核电板块热度。此前，Meta在一个月内连续签下三份核电协议，其中包括与Oklo合作开发1200兆瓦先进核能技术园区；微软、谷歌、亚马逊等科技巨头也纷纷投入巨资锁定未来核电供应。投行首次覆盖的看多信号，叠加科技巨头核电订单不断落地，共同推动了Oklo股价在盘前的强势表现。
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