高盛认为，尽管Oklo短期内股价可能受催化剂驱动维持高位，但基本面的不确定性使其当前的估值显得“丰满”，建议采取中性观望态度。追风交易台消息，9月24日高盛股票团队发布了对小型模块化反应堆（SMR）核电龙头企业Oklo的首份研报。研报指出Oklo身处核能复兴和AI驱动的电力需求爆发这一黄金赛道，手握行业内最庞大的意向订单，同时未来充满了潜在的利好催化剂。然而，目前其股价似乎已“基本消化”了这些预期...
Source Link高盛认为，尽管Oklo短期内股价可能受催化剂驱动维持高位，但基本面的不确定性使其当前的估值显得“丰满”，建议采取中性观望态度。追风交易台消息，9月24日高盛股票团队发布了对小型模块化反应堆（SMR）核电龙头企业Oklo的首份研报。研报指出Oklo身处核能复兴和AI驱动的电力需求爆发这一黄金赛道，手握行业内最庞大的意向订单，同时未来充满了潜在的利好催化剂。然而，目前其股价似乎已“基本消化”了这些预期...
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