entrus Energy (LEU.US，卖出): 掌中游核燃料成为政策与地缘价量枢纽：LEU 牌照 稀缺龙头卡位全球增量周期 OKLO (OKLO.US，卖出): 高增长电力需求+政策核能复兴共振，微型快堆龙头处于商业 化冲刺阶段 新力量 New Force 第一上海研究部 research@firstshanghai.com 总第 4890 期 2025 年 10 月 27 日 星期一 研究观点 【公司研究】 Cameco（CCJ.US，买入）: 掌控铀能全产业链的全球领航者，盈利修复与产业红利共 振向上 【行业评论】 科技行业周报：算力景气持续，国产算力确定性逐步验证 数字货币周报 首次评级 | 公司 | 代码 | 评级 | 现价 | 目标价 | 上涨空间 | 25EPS | 26EPS | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | （港元） （港元） | (%) | （元） | （元） | | Cameco(美元） | CCJ | 买入 | 83.5 | 101 | 21.0% | 1.7 | 2.78 | | entru ...

智通财经APP获悉，周五，美国能源部长克里斯·赖特(Chris Wright)提交给联邦能源监管委员会(FERC) 的拟议规则草案显示，特朗普政府已敦促该委员会加快数据中心电网接入审批。该草案将审批时间限制 在60天内，而当前这一流程可能耗时数年，堪称重大变革。 赖特表示，他的计划符合特朗普总统的目标，包括"重振国内制造业、推动美国人工智能创新"(这两项 目标都需要前所未有的巨额电力供应)，以及对美国电网进行大规模投资。 受益于人工智能热潮的核电企业股价同样走高，包括Oklo(OKLO.US)上涨9.1%、Centrus Energy(LEU.US)上涨7.8%、Nuscale Power(SMR.US)上涨0.45%、NANO Nuclear Energy(NNE.US)上涨 4.35%。 根据拟议规则，满足以下条件的数据中心可获得加速审批：1. 项目包含新建发电厂;2. 同意在热浪等用 电高峰期、区域电网面临压力时减少电力使用。 此外，若数据中心选址在现有发电厂附近，则需开展研究，以确认是否需要该发电容量来维持电网可靠 性。 独立发电商向数据中心售电的业务占比正不断提升，这类企业的股价纷纷上涨，具体包括： ...

Key Points Bullish sentiment that has been fuelling the meteoric rise of Oklo's stock waned this week. With no revenue to show for it, the company's more than $20 billion valuation is making investors nervous. 10 stocks we like better than Oklo › Shares of Oklo (NYSE: OKLO) fell this week, down 16.2% as of 3:16 p.m. ET on Friday. The move comes as the S&P 500 gained 2.1% and the Nasdaq-100 gained 2.4%. After months of positive sentiment driven by projected power demand from artificial intelligence ...

We recently published 14 Stocks Jim Cramer Discussed As He Shared Insights For Nuclear And Quantum Stocks. Oklo Inc. (NYSE:OKLO) is one of the stocks Jim Cramer recently discussed. Oklo Inc. (NYSE:OKLO) came to Jim Cramer’s attention after a Financial Times report claimed that the firm had no revenue, binding contracts, or licenses for power plants. Calling the report “devastating,” Cramer discussed Oklo Inc. (NYSE:OKLO)’s future prospects: Jim Cramer Says Oklo (OKLO) Getting "It Right" Might Not Be Enou ...

Following the bull run, Oklo appears richly priced relative to its sector. Oklo’s price-to-book (P/B) ratio is on the order of 24x, vastly higher than the typical electric utilities' 2x median and slightly higher than its peer NuScale Power's (SMR) 20x.Valued at $18.5 billion by market cap, OKLO stock has been a market outlier in 2025. After trading in the low tens earlier in the year, the shares soared through the summer, up roughly 260% by July and on the order of 529% year-to-date (YTD) by now. Investors ...

Key Takeaways OKLO pursues an integrated model combining microreactor ownership, power sales, and fuel recycling.NANO Nuclear focuses on a diversified approach spanning microreactor design, fuel logistics, and services.OKLO's DOE partnerships offer credibility, while NNE's strong finances provide stability amid high risks.The race to commercialize small modular nuclear reactors (SMRs) is heating up, and at its forefront are two U.S.-based innovators, Oklo Inc. ((OKLO) and NANO Nuclear Energy ((NNE). Both ar ...

Key Points Oklo stock was up over 600% at its peak this year. The stock has sold off in recent weeks, but watch closely as Oklo is targeting a major breakthrough. 10 stocks we like better than Oklo › Shares of Oklo (NYSE: OKLO) are swinging wildly since hitting an all-time high of $193.84 per share on Oct. 15. Some investors are suddenly nervous and taking profits off the table after the nuclear energy stock's dizzying run-up in a short time, and shares have tumbled below $120 per share as of this ...

Speculative trading has been a significant force behind October's zigzagging markets, causing asset prices to gyrate wildly even in places you don't expect to see volatility.Sure, we expect cryptocurrency to swing wildly, and meme stocks and speculative industries, such as quantum computing, are typically subject to fickle trends as well.However, gold and silver have also experienced massive rallies followed by severe pullbacks, and traditionally low-beta sectors like energy have seen wild trading across ce ...

We recently published Market Shockers: 10 Stocks Collapse by Double Digits. Oklo Inc. (NYSE:OKLO) is one of the best performers on Wednesday. Oklo extended its losing streak to a third straight day on Wednesday, shedding 13.86 percent to close at $120.12 apiece following criticisms from the Financial Times which profiled the company as a $20 billion nuclear startup without any revenues. The piece came after a whopping 500 percent jump in its  share prices over the past year, buoyed by the artificial inte ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Former hedge fund manager and renowned CNBC TV host Jim Cramer is sounding the alarm on certain speculative pockets of the market, urging investors to sell into the “snapback” momentum if they haven’t already done so. Speculators Will ‘Not Go Down Without A Fight’ On Tuesday, Cramer cautioned investors that certain speculative plays in quantum computing, data centers, and nuclear energy, alongside gold an ...