金吾财讯 | Oklo Inc(OKLO)盘中走高，截至发稿，报73.71美元，涨幅4.08%，成交额5.5亿美元。消息面上，华尔街投行Tigress Financial日前首次覆盖先进核能公司Oklo Inc.，给予“买入”评级，并将目标价定为130美元。Tigress指出，Oklo核心竞争力在于其“Aurora”钠冷快堆技术以及HALEU(高丰度低浓缩铀)燃料循环系统。作为小型模块化反应堆(SMR)市场的领军者，Oklo采用“电力即服务”的商业模式，已在数据中心、AI应用及同位素生产领域建立了广泛的伙伴关系。特别是其与英伟达(NVIDIA)及洛斯阿拉莫斯国家实验室的合作，被视为推动核能基础设施智能化的关键举措。
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