硅谷核能初创公司Oklo Inc.（股票代码：OKLO）今日盘前大跌5.02%，延续了近期的下跌趋势。该公司股价在过去五个交易日已累计下跌25%，引发了市场对其估值泡沫的担忧。
尽管Oklo今年以来股价飙升超过500%，市值一度突破200亿美元，但公司面临多重挑战。据报道，Oklo目前尚无营收、缺乏运营许可，也未签订任何具有约束力的供电合同。公司的技术路线——使用液态钠冷却的小型模块化反应堆——也引发质疑，因为历史上类似的反应堆项目均以失败告终。
此外，Oklo与特朗普政府的密切关系引发争议，公司高管近期的大规模股票抛售也引起市场关注。分析人士警告，Oklo已成为美国估值最高的无营收上市公司之一，其股价可能已严重过热。尽管如此，公司支持者仍坚信核能行业的监管环境正在改善，Oklo有望在未来实现其为数据中心提供清洁能源的目标。
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