行业趋势 - 几年前公众和市场分析师认为核能已死或仅为其他绿色能源补充 [1] - 近两年人工智能成金融市场主导叙事，数据中心需稳定可靠能源 [2] 公司表现 - Vista Corp有可观核能产能，是标普500中表现第二好股票 [3] - Oklo于2024年5月上市，获OpenAI的Sam Altman支持 [3] 分析师观点 - Wedbush分析师Dan Ives将Oklo股票目标价提至45美元，重申“跑赢大盘”评级 [5] - Wedbush认为特朗普政府下人工智能革命数据中心建设将增加，“星际之门计划”是更大人工智能计划开端 [6] 股价情况 - 若达到目标价，较1月24日收盘价有17.34%上涨空间，2025年初以来股价已上涨80.62% [7] - 2024年10月时有人称Oklo是最佳科技股之一，当时股价18.65美元 [8] 公司动态 - 12月中旬Oklo与数据中心提供商Switch签约后股价上涨18% [9] - 1月核能供应商有额外税收抵免，Oklo将于2月13日发布下一份财报 [9]

文章核心观点 - 受特朗普宣布500亿美元AI基础设施合资项目影响，市场预期能源需求增长，核能股票周四上涨并延续本周涨势 [2][6] 各公司表现 Oklo - 获OpenAI首席执行官Sam Altman支持 股价周四飙升近14% 本周涨幅近50% [3][6] NuScale Power - 股价周四上涨近14% 本周累计涨幅32% [3] Vistra - 股价周四上涨近3% 本周迄今涨幅12% 过去一年股价增长五倍 [3][4] Constellation Energy - 与微软有合作 股价周四上涨4% 本周涨幅约9% 过去一年股价接近增长两倍 [4] Nano Nuclear Energy - 因模块化可移动核发电机设计获专利 股价周四上涨17% 本月迄今涨幅超70% [5]

文章核心观点 美国特朗普下令增加能源生产，核股票处于上涨模式，而加密行业在就职后陷入困境 [1] 行业动态 - 特朗普任命领导能源部的克里斯·赖特表示将优先发展石油、天然气和核电生产 [1] 公司表现 - 核股票公司Oklo Inc（NYSE:OKLO）股价上涨10.8%，至34.64美元，有望连续第五日上涨，此前曾触及34.95美元的历史高位，较前一日上涨20%，同比涨幅高达219.6% [2] - NuScale Power Corp（NYSE:SMR）股价上涨0.4%，至25.68美元，为12月初以来的最高水平，其100日移动平均线抑制了股价从11月29日32.29美元的历史高位回落，较长期涨幅高达997.4% [3]

More than ever, tech giants are searching for clean, sustainable energy sources. One company looking to lead the way with its next-generation nuclear technology is Oklo (OKLO -11.46%). According to data provided by S&P Global Market Intelligence, the company surged 101% higher in 2024.Investor enthusiasm around its technology and what it can do to meet tech companies' growing energy needs has driven the stock higher. Here's what investors need to know about the company and what you can expect going forward. ...

股价表现 - Oklo Inc (OKLO) 股价在过去三个月飙升95.3%，远超Zacks替代能源行业1.9%的回报率和石油能源板块6.8%的跌幅，同时跑赢标普500指数3%的涨幅 [1] - 同行业公司Bloom Energy (BE)、Diversified Energy Company (DEC)和GEV Vernova (GEV)同期股价分别上涨115.8%、46.9%和27.6% [2] 增长驱动因素 - 2024年第三季度新增两个数据中心客户，使已公布客户管道总规模达2,100兆瓦，较2023年7月增长200% [3] - 签署意向书收购放射性同位素制造商Atomic Alchemy Inc，该细分市场规模预计2026年达557亿美元 [4] - 2024年12月与Switch达成战略合作，计划到2044年部署12吉瓦Aurora发电站项目，创下企业电力协议历史记录 [5] 行业前景 - 全球数据中心扩张及新兴经济体电力需求增长推动核电需求，美国占全球核电发电量30% [6] - 公司开发的Aurora快堆发电站设计产能15-50兆瓦（可扩展至100兆瓦），采用回收核燃料技术 [7] 财务现状 - 公司尚未产生收入，首个Aurora发电站预计2027年部署 [9] - 持续高额运营支出对利润造成压力，短期营收表现受限 [10] - 近期盈利预测遭下调，反映分析师信心减弱 [11] - 过去一年ROE为负值且低于行业水平，表明持续亏损 [12]

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Shares of Oklo Inc OKLO were climbing in early trading on Thursday, after the nuclear startup announced a long-term agreement with Switch.The company's business model positions it in a "solid spot" for long-term recurring revenues, according to Wedbush.Analyst Daniel Ives initiated coverage of Oklo with an Outperform rating and a price target of $26.Ives noted the company’s unique business, which brings small modular reactors (SMRs) directly to its customers.Check out other analyst stock ratings.Oklo, backe ...

公司与行业动态 - Oklo与Switch签署非约束性主电力协议，计划提供高达12吉瓦的清洁能源，用于支持Switch在美国的AI、云和企业数据中心基础设施 [1] - 该协议是迄今为止最大的企业清洁能源协议之一，标志着Oklo在核能领域的重大进展 [1] - 协议计划到2044年提供12吉瓦能源，首个Aurora反应堆预计于2027年在爱达荷国家实验室投入运营 [3] - Oklo的客户管道从2023年中的700兆瓦扩展到2024年第三季度的2100兆瓦，显示出公司在先进核能领域的快速发展 [6] 市场表现 - 消息公布后，Oklo股价一度飙升18%，盘中最高达到22.94美元，但收盘时回落至18.36美元，下跌3.9% [2] - 尽管12月股价下跌近15%，但Oklo在2024年整体表现强劲，股价上涨约80%，自9月以来涨幅超过125% [4] - 股价波动反映了市场对核能在支持AI能源需求方面的乐观情绪 [2][4] 行业趋势 - 大型科技公司如亚马逊、Alphabet、甲骨文和Meta Platforms正在加大对小型模块化反应堆（SMR）技术的投资，以应对日益增长的能源需求 [4] - Meta Platforms计划在路易斯安那州投资100亿美元建设AI数据中心，进一步推动对清洁能源的需求 [4] - 核能行业整体受到投资者关注，Oklo的表现反映了市场对核能潜力的信心 [4] 未来挑战 - Oklo尚未部署首个反应堆，预计全年运营亏损在4000万至5000万美元之间 [5] - 监管障碍和核能协议对社区能源价格的潜在影响是公司面临的主要挑战 [5]

Key TakeawaysNuclear power startup Oklo on Wednesday announced a partnership with data center provider Switch. The news sent Oklo stock higher, before it cooled in late-morning trading. The sides reached a "framework" agreement for Oklo to provide Switch's data centers with 12 gigawatts of power over the next two decades.The deal joins tech's recent push into nuclear energy as tech giants like Amazon and Microsoft look to find power for their growing data centers. Oklo (OKLO), a nuclear energy startup, anno ...

Shares of Oklo (OKLO), a developer of small modular nuclear reactors, surged 17.8% through 9:55 a.m. ET after the company announced "one of the largest corporate clean power agreements ever signed."Teaming up with artificial intelligence (AI) data center operator Switch, a privately owned company that according to S&P Global Market Intelligence data has a market value in excess of $5.4 billion, Oklo announced this morning that it plans to deploy 12 gigawatts of Oklo Aurora powerhouse projects through 2044.  ...