核能技术公司Oklo Inc.（股票代码：OKLO）今日盘中大涨5.11%，延续了近期的强劲上涨势头。该股过去5个交易日已累计上涨35.67%，年初至今更是飙升了153.89%。
这波涨势主要受到美国总统特朗普最新核能政策的推动。特朗普于5月24日签署了四项行政令，要求美国能源部在2030年前启动10座大型核电厂建设计划，并强制核监管委员会在18个月内完成新反应堆审查。这一政策显著提振了市场对核能行业的信心。
受此利好消息影响，美股核能概念股近期集体走强。除Oklo Inc.外，Cameco Corp（CCJ）和NuScale Power（SMR）等公司的股价也出现大幅上涨。分析师认为，随着人工智能时代带来的电力需求激增，核能行业可能迎来新一轮发展机遇。高盛预计，2025年起全球鈾矿市场将进入结构性短缺，这也为Oklo Inc.等核能技术公司带来了长期增长潜力。
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