异动解读 | Oklo股价盘前大跌5.02%,估值泡沫和技术质疑引发投资者担忧

异动解读
Oct 22

核能初创公司Oklo Inc.(股票代码:OKLO)今日盘前股价大跌5.02%,延续了近期的下跌趋势。据悉,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广泛担忧。

Oklo今年以来股价飙升超500%,市值一度突破200亿美元,成为美国估值最高的无营收上市公司之一。然而,公司面临多重挑战:尚未获得运营许可,没有签订任何具有约束力的供电合同,且其液态钠冷却小型模块化反应堆技术路线存在争议。批评者指出,历史上类似的反应堆项目均以失败告终,且美国核管理委员会曾在2022年拒绝了Oklo的建造申请。

此外,Oklo与特朗普政府的密切关系也引发了政治争议。公司高管近期的大规模股票抛售更加剧了市场的不安情绪。分析人士警告,Oklo股价可能已严重过热,其高估值和高比例的散户投资者结构使其容易受到市场情绪波动的影响。随着这些问题日益凸显,投资者对Oklo的商业前景和技术可行性产生了更多疑虑,导致股价持续承压。

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