股价表现 - Oklo股价在2025年累计上涨330% 截至发稿[1] - 股价单日上涨11.9% 达到历史新高92.48美元[1] 政策驱动因素 - 美英签署《大西洋先进核能伙伴关系》协议 旨在加速两国核能项目开发与部署[3] - 协议包含建造12个先进模块化反应堆及建设小型模块化反应堆供电数据中心的计划[3] - 合作将为美国核能企业打开英国市场 潜在带来数十亿美元投资机会[4] 公司技术优势 - 开发名为Aurora的小型模块化快裂变核电站 可24小时供应清洁核能并使用回收燃料[5] - 已获得美国能源部在爱达荷州建设商业工厂的场地许可 并参与能源部反应堆试点计划[5][6] - 聚焦核废料回收领域 计划在田纳西州建设16.8亿美元的燃料回收设施[6] 市场关注度 - 公司与美国能源部的多层次合作关系及数据中心合作项目推动股价上涨[7] - 当前市值已突破130亿美元 但作为尚未商业化且无营收的初创企业估值显得过高[7]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

With significant hedge fund interest, Uranium Energy Corp. (NYSE:UEC) secures a spot on our list of the 12 Best Uranium Stocks to Buy Right Now. Uranium Energy Corp. (UEC) Launches United States Uranium Refining & Conversion Corp.; Reaches Its All-Time High Image by Markus Distelrath from Pixabay On September 2, 2025, Uranium Energy Corp. (NYSE:UEC) launched United States Uranium Refining & Conversion Corp. (UR&C), which is a subsidiary established to advance plans for America’s largest uranium refining ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

For investors seeking momentum, VanEck Uranium and Nuclear ETF (NLR) is probably on the radar. The fund just hit a 52-week high and has moved up 91.13% from its 52-week low price of $64.26 per share.But are there more gains in store for this ETF? Let us take a quick look at the fund and the near-term outlook on it to get a better idea of where it might be headed.NLR in FocusThe underlying MVIS Global Uranium & Nuclear Energy Index tracks the overall performance of companies involved in uranium mining or ura ...

人工智能能源需求 - 人工智能是史上最耗电的技术 每个数据中心耗电量相当于一个小型城市 [2] - 人工智能查询和模型更新消耗巨大能量 全球电网面临压力 [1][2] - OpenAI创始人警告人工智能未来发展取决于能源突破 [2] - 马斯克预测明年将出现电力短缺问题 [2] 能源基础设施机遇 - 一家鲜为人知的公司拥有关键能源基础设施资产 将受益于人工智能能源需求激增 [3] - 该公司定位为人工智能能源热潮的"收费亭"运营商 [4] - 公司在美国液化天然气出口中扮演关键角色 该行业将在"美国优先"能源政策下爆发式增长 [7] - 公司具备执行大型复杂EPC项目的能力 覆盖油气、可再生燃料和工业基础设施领域 [7] 公司财务优势 - 公司完全无负债 持有相当于市值近三分之一的现金储备 [8] - 剔除现金和投资后 公司交易市盈率不足7倍 [10] - 公司持有另一家人工智能热门企业的重大股权 为投资者提供多重AI增长引擎的间接敞口 [9] 多重增长动力 - 公司受益于四大趋势：人工智能基础设施超级周期、特朗普关税推动的回流热潮、美国LNG出口激增、核能领域的独特布局 [14] - 公司将为回流美国的制造商提供设施重建、改造和重新工程设计服务 [5] - 对冲基金开始在场外投资峰会上悄悄推荐该股票 [9] 业务模式特点 - 公司通过液化天然气出口收取费用 每出口一滴都能获得收益 [5] - 拥有关键核能基础设施资产 位于美国下一代电力战略的核心位置 [7] - 公司不仅提供现金流 还拥有关键基础设施和其他主要增长故事的股权 [11]