以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15

OKLO

127 atoms · 跨 27 天 · 首见 2026-04-16 · 最近 2026-07-01

三色: 🟦 fact 86 · 🟥 take 41 · stance ▲45/▼3/◆21

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 19

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: 群 2 · X 124

时态: fresh:111 · stale:14 · aging:2

标签: 好数字:62 · 好信源:56 · 好观点:25 · 好问题:2 · 好思考:2

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

OKLO 凭借与 META 的 1.2GW 协议及 Sam Altman 背景受资金追捧 ¹，并已与 Switch 签署 12GW 主电力协议 ¹。公司目标在 2026 年 7 月实现首次临界，距离破土动工不到一年 ¹。多家机构看好：Wedbush 维持目标价 110 美元 ¹，Tigress 初始评级买入、目标价 130 美元 ¹，B.Riley 重申买入并维持 92 美元 ¹。但同时有分析师将其视为资本密集、早期阶段的 IPP ¹，且核能板块走弱时 OKLO 单日下跌 11% ¹。市场对其高资本开支烧钱与未来盈利能力之间是否存在分歧 ¹。

🧭 拥挤度 (一人一票): ▲ 4 位作者 (KOL4) vs ▼ 3 位作者 (KOL2 · TMTB1)

📄 广泛报道的事实 · 4 个

展开 (多人转述同一事实/数字 — 确认度高, **非独立观点**, 不标多空)

52周最高价 — 2 源报道 (含1快讯) · X
当前股价 — 2 源报道 (含1快讯) · X
EBITDA turning positive year — 2 源报道 (含2快讯) · X
首次临界目标时间 — 2 源报道 (含2快讯) · X

💢 核心分歧 (1 轴)

1. 高资本开支烧钱 vs 未来盈利能力

*topic: 资本开支/盈利能力 · 1 bull vs 1 bear*

🟢 bullish 侧:

<a id="atom-88bb3e953d1f9b78"></a>2026-05-12 X·@AIStockSavvy · Announced plans for Tennessee fuel recycling facility · 资本开支/供给产能
Announced plans for a Tennessee fuel recycling facility with up to $1.68B investment roadmap.
tags: 好数字·好信源 · → daily
value: qty=up to $1.68B
[图: Oklo 业务进展与未来里程碑指引表 — First Aurora Powerhouse Deployment: Targeting 2028; Groves Facility Criticality: Targeting July 4, 2026; Advanced Fuel Center Investment Roadmap: Up to $1.
📷 原图

🔴 bearish 侧:

<a id="atom-b4e93acbc011478d"></a>2026-06-25 X·@AIStockSavvy · 被分析师视为资本密集、早期阶段的IPP · 资本开支
Analyst sees OKLO as a capital-intensive, early-stage IPP
tags: 好观点 · → daily
[图: 这是古根海姆（Guggenheim）对Oklo Inc. (OKLO) 股票发起“中性”评级的分析师初次覆盖报告摘要图 — 当前股价: $54.06; 2032年目标装机量: 1.1 GW; 2032年EBITDA目标倍数: ~14x; 加权平均资本成本 (WACC): 9.1%; 股本成本 (Cost of Equity): 15.9%]
📷 原图

展开 1 条中性

<a id="atom-9f38892d48e51288"></a>2026-06-25 X·@wallstengine · EBITDA turning positive year · 盈利能力
EBITDA turning positive in 2030
tags: 好数字 · → daily
value: date=2030

🔗 因果传导 (causal map)

*OKLO 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↑ 上游·近期陈述 (1)

🟢 Meta · 需求拉动 · 1 次陈述
OKLO has the 1.2Gw partnership with META (+12Gw agreement with Switch by 2044)

🔮 前瞻触发器 (forward triggers)

*这些 atom 指向可能 reprice 的前瞻事件 (无精确日期, 仅类型). 配合上面叙事状态看「上膛」程度.*

产能 (1 · ▲1/▼0)

🟢 2026-05-08 · 与 META 的 1.2GW 协议
OKLO has the 1.2Gw partnership with META (+12Gw agreement with Switch by 2044)

🟦 客观事实 (facts) (30)

<a id="atom-5b9fc9b3477c94bc"></a>🟦 2026-05-08 群 · 与 META 协议及背景 · 协议/背景
OKLO 凭借与 META 的 1.2GW 协议及 Sam Altman 背景受资金追捧
tags: 好数字·好信源 · → daily
value: qty=1.2GW
<a id="atom-8232079d91cfc294"></a>🟦 2026-07-01 X·@AIStockSavvy · targets first criticality in July 2026 · 业绩指引
Oklo targets first criticality in July 2026, less than a year after groundbreaking.
tags: 好数字·好信源 · → daily
value: date=July 2026
<a id="atom-093a3325ec8f22e7"></a>🟦 2026-05-11 X·@AIStockSavvy · JPMorgan 目标价 · 评级目标价
sets 𝐏𝐓 𝐚𝐭 $𝟖𝟑
tags: 好数字·好信源 · → daily
value: qty=$83 · date=当前
[图: 摩根大通（JPMorgan）对OKLO首次覆盖的投资评级、目标价及核心观点摘要表 — Price Target: $83.00; Current Price: $72.51; Upside: +14.5%; Pipeline: 15.2GW]
📷 原图
<a id="atom-d6d608b84d6c65a6"></a>🟦 2026-05-12 X·@AIStockSavvy · Prepayment agreement signed with Meta for Ohio nuclear campus · 合作客户/订单需求
Signed a prepayment agreement with Meta for a 1.2 GW Ohio nuclear campus.
tags: 好信源·好数字 · → daily
value: qty=1.2 GW
[图: Oklo 业务进展与未来里程碑指引表 — First Aurora Powerhouse Deployment: Targeting 2028; Groves Facility Criticality: Targeting July 4, 2026; Advanced Fuel Center Investment Roadmap: Up to $1.
📷 原图
<a id="atom-0d873728edd82410"></a>🟦 2026-05-12 X·@AIStockSavvy · Master Power Agreement signed with Switch · 合作客户/订单需求
Signed a 12 GW Master Power Agreement with Switch in December 2024.
tags: 好信源·好数字 · → daily
value: qty=12 GW · date=December 2024
[图: Oklo 业务进展与未来里程碑指引表 — First Aurora Powerhouse Deployment: Targeting 2028; Groves Facility Criticality: Targeting July 4, 2026; Advanced Fuel Center Investment Roadmap: Up to $1.
📷 原图
<a id="atom-88bb3e953d1f9b78"></a>🟦 2026-05-12 X·@AIStockSavvy · Announced plans for Tennessee fuel recycling facility · 资本开支/供给产能
Announced plans for a Tennessee fuel recycling facility with up to $1.68B investment roadmap.
tags: 好数字·好信源 · → daily
value: qty=up to $1.68B
[图: Oklo 业务进展与未来里程碑指引表 — First Aurora Powerhouse Deployment: Targeting 2028; Groves Facility Criticality: Targeting July 4, 2026; Advanced Fuel Center Investment Roadmap: Up to $1.
📷 原图
<a id="atom-33148548d2fd4028"></a>🟦 2026-05-12 X·@AIStockSavvy · Groves isotope facility construction completed in 229 days · 供给产能
Groves isotope facility construction completed in 229 days.
tags: 好数字·好信源 · → daily
value: qty=229 days
[图: Oklo 业务进展与未来里程碑指引表 — First Aurora Powerhouse Deployment: Targeting 2028; Groves Facility Criticality: Targeting July 4, 2026; Advanced Fuel Center Investment Roadmap: Up to $1.
📷 原图
<a id="atom-194875be67f3b827"></a>🟦 2026-05-12 X·@AIStockSavvy · Raised approximately $1.2B through ATM equity offering · 融资
Raised approximately $1.2B through its completed ATM equity offering.
tags: 好数字·好信源 · → daily
value: qty=$1.2B
[图: Oklo 业务进展与未来里程碑指引表 — First Aurora Powerhouse Deployment: Targeting 2028; Groves Facility Criticality: Targeting July 4, 2026; Advanced Fuel Center Investment Roadmap: Up to $1.
📷 原图
<a id="atom-426c19f41d55d09c"></a>🟦 2026-05-12 X·@AIStockSavvy · First Aurora Powerhouse deployment targeting 2028 · 路线图/业绩指引
First Aurora Powerhouse Deployment: Targeting 2028
tags: 好数字·好信源 · → daily
[图: Oklo 业务进展与未来里程碑指引表 — First Aurora Powerhouse Deployment: Targeting 2028; Groves Facility Criticality: Targeting July 4, 2026; Advanced Fuel Center Investment Roadmap: Up to $1.
📷 原图
<a id="atom-8f105c6a68f669c4"></a>🟦 2026-05-12 X·@AIStockSavvy · Advanced Fuel Center Investment Roadmap up to $1.68B · 资本开支/路线图
Advanced Fuel Center Investment Roadmap: Up to $1.68B
tags: 好数字·好信源 · → daily
value: qty=$1.68B
[图: Oklo 业务进展与未来里程碑指引表 — First Aurora Powerhouse Deployment: Targeting 2028; Groves Facility Criticality: Targeting July 4, 2026; Advanced Fuel Center Investment Roadmap: Up to $1.
📷 原图
<a id="atom-50801e4e5b562aad"></a>🟦 2026-05-12 X·@AIStockSavvy · DOE Space Reactor Readiness plan · 订单需求/技术路线
DOE Space Reactor Readiness: Up to 4 space reactors within 5 years
tags: 好数字·好信源 · → daily
value: qty=4 space reactors · date=within 5 years
[图: Oklo 业务进展与未来里程碑指引表 — First Aurora Powerhouse Deployment: Targeting 2028; Groves Facility Criticality: Targeting July 4, 2026; Advanced Fuel Center Investment Roadmap: Up to $1.
📷 原图
<a id="atom-8c6d04b4fdd62e5e"></a>🟦 2026-07-01 X·@AIStockSavvy · Groves is first advanced reactor project on privately owned land with wholly commercially sourced fuel · 产品发布
"Groves is the first advanced reactor project to receive approval of its Documented Safety Analysis that is on privately owned land, with wholly commercially sourced fuel, equipment, and systems delivered by the private sector."
tags: 好信源 · → daily
<a id="atom-7414a172d0834fa4"></a>🟦 2026-06-25 X·@AIStockSavvy · 当前股价 · 价格动态
当前股价: $54.06
tags: 好数字 · → daily
value: qty=$54.06
[图: 这是古根海姆（Guggenheim）对Oklo Inc. (OKLO) 股票发起“中性”评级的分析师初次覆盖报告摘要图 — 当前股价: $54.06; 2032年目标装机量: 1.1 GW; 2032年EBITDA目标倍数: ~14x; 加权平均资本成本 (WACC): 9.1%; 股本成本 (Cost of Equity): 15.9%]
📷 原图
<a id="atom-7260d27d5c822a1e"></a>🟦 2026-06-25 X·@AIStockSavvy · 加权平均资本成本 · 估值
加权平均资本成本 (WACC): 9.1%
tags: 好数字 · → daily
value: qty=9.1%
[图: 这是古根海姆（Guggenheim）对Oklo Inc. (OKLO) 股票发起“中性”评级的分析师初次覆盖报告摘要图 — 当前股价: $54.06; 2032年目标装机量: 1.1 GW; 2032年EBITDA目标倍数: ~14x; 加权平均资本成本 (WACC): 9.1%; 股本成本 (Cost of Equity): 15.9%]
📷 原图
<a id="atom-bc76af4a2a1f0486"></a>🟦 2026-06-25 X·@AIStockSavvy · 股本成本 · 估值
股本成本 (Cost of Equity): 15.9%
tags: 好数字 · → daily
value: qty=15.9%
[图: 这是古根海姆（Guggenheim）对Oklo Inc. (OKLO) 股票发起“中性”评级的分析师初次覆盖报告摘要图 — 当前股价: $54.06; 2032年目标装机量: 1.1 GW; 2032年EBITDA目标倍数: ~14x; 加权平均资本成本 (WACC): 9.1%; 股本成本 (Cost of Equity): 15.9%]
📷 原图
<a id="atom-b733fecbbc766e99"></a>🟦 2026-05-13 X·@AIStockSavvy · 股价 · 价格动态
当前股价 (Current Price): $73.63
tags: 好数字 · → daily
value: qty=$73.63
[图: H.C. Wainwright 对 Oklo (OKLO) 股票的分析师评级与财务摘要表 — 目标价 (Price Target): $90.00; 当前股价 (Current Price): $73.63; 上涨空间 (Upside): +22.2%; 1Q26 运营费用 (Operating Expenses): $51.5M; 1Q26 净亏损
📷 原图
<a id="atom-9af9553a70863bb4"></a>🟦 2026-05-13 X·@AIStockSavvy · 上涨空间 · 价格动态
上涨空间 (Upside): +22.2%
tags: 好数字 · → daily
value: qty=+22.2%
[图: H.C. Wainwright 对 Oklo (OKLO) 股票的分析师评级与财务摘要表 — 目标价 (Price Target): $90.00; 当前股价 (Current Price): $73.63; 上涨空间 (Upside): +22.2%; 1Q26 运营费用 (Operating Expenses): $51.5M; 1Q26 净亏损
📷 原图
<a id="atom-7d4cd745fc62f386"></a>🟦 2026-05-13 X·@AIStockSavvy · 运营费用 · 盈利能力
1Q26 运营费用 (Operating Expenses): $51.5M
tags: 好数字 · → daily
value: qty=$51.5M · date=1Q26
[图: H.C. Wainwright 对 Oklo (OKLO) 股票的分析师评级与财务摘要表 — 目标价 (Price Target): $90.00; 当前股价 (Current Price): $73.63; 上涨空间 (Upside): +22.2%; 1Q26 运营费用 (Operating Expenses): $51.5M; 1Q26 净亏损
📷 原图
<a id="atom-7aaf10e55c8bf1f9"></a>🟦 2026-05-13 X·@AIStockSavvy · 净亏损 · 盈利能力
1Q26 净亏损 (Net Loss): $33.1M
tags: 好数字 · → daily
value: qty=$33.1M · date=1Q26
[图: H.C. Wainwright 对 Oklo (OKLO) 股票的分析师评级与财务摘要表 — 目标价 (Price Target): $90.00; 当前股价 (Current Price): $73.63; 上涨空间 (Upside): +22.2%; 1Q26 运营费用 (Operating Expenses): $51.5M; 1Q26 净亏损
📷 原图
<a id="atom-e70616b036a8e0dc"></a>🟦 2026-05-11 X·@AIStockSavvy · 当前股价 · 价格动态
Current Price: $72.51
tags: 好数字 · → daily
value: qty=$72.51
[图: 摩根大通（JPMorgan）对OKLO首次覆盖的投资评级、目标价及核心观点摘要表 — Price Target: $83.00; Current Price: $72.51; Upside: +14.5%; Pipeline: 15.2GW]
📷 原图
<a id="atom-977bf70663201b73"></a>🟦 2026-05-11 X·@AIStockSavvy · 项目管道容量 · 订单需求
Pipeline: 15.2GW
tags: 好数字 · → daily
value: qty=15.2GW
[图: 摩根大通（JPMorgan）对OKLO首次覆盖的投资评级、目标价及核心观点摘要表 — Price Target: $83.00; Current Price: $72.51; Upside: +14.5%; Pipeline: 15.2GW]
📷 原图
<a id="atom-327a580c4a10fa6a"></a>🟦 2026-05-08 X·@DrNHJ · 실적 발표 · 财报
OKLO 실적(장후)
tags: 好信源 · → daily
value: direction=장후 · date=2026-05-12
[图: Earnings Whispers 发布的 2026 年 5 月 11 日当周最受期待的上市公司财报发布日程表 — Week beginning: May 11, 2026]
📷 原图
<a id="atom-aff8ec7ef7d55b9c"></a>🟦 2026-05-08 群 · 与 META 的 1.2GW 协议 · 合作协议/产能
OKLO has the 1.2Gw partnership with META (+12Gw agreement with Switch by 2044)
tags: 好数字 · → daily
value: qty=1.2Gw
<a id="atom-5fd4dae94c21f32e"></a>🟦 2026-07-01 X·@AIStockSavvy · DOE safety approval for Texas test reactor · 监管政策
Oklo received DOE approval for the Groves reactor's Documented Safety Analysis.
tags: 好信源 · → daily
value: date=2026-07-01
<a id="atom-8c8702ba5d3ae4a0"></a>🟦 2026-07-01 X·@AIStockSavvy · Groves reactor DSA approval covers · 监管政策
Approval covers the Groves Isotope Test Reactor in Lockhart, Texas under the DOE Reactor Pilot Program.
tags: 好信源 · → daily
value: qty=Lockhart, Texas
<a id="atom-e27ac123a5f86994"></a>🟦 2026-07-01 X·@AIStockSavvy · Groves reactor DSA establishes final safety basis · 监管政策
The DSA establishes the reactor's final safety basis for startup operations.
tags: 好信源 · → daily
<a id="atom-0fcad5dbeab2c2f8"></a>🟦 2026-07-01 X·@AIStockSavvy · project advances to DOE final pre-startup review · 监管政策
The project now advances to DOE's final pre-startup review and startup approval.
tags: 好信源 · → daily
<a id="atom-445e28e259151ccc"></a>🟦 2026-07-01 X·@AIStockSavvy · can load nuclear fuel after authorization · 产品发布
Following authorization, Oklo can load nuclear fuel, begin testing, and reach first criticality.
tags: 好信源 · → daily
<a id="atom-069672813427a99d"></a>🟦 2026-07-01 X·@AIStockSavvy · Groves will produce isotopes for cancer care, research, manufacturing, space, and national security · 产品发布
Groves will produce isotopes for cancer care, research, manufacturing, space, and national security.
tags: 好信源 · → daily
<a id="atom-8357fd33ea0bb63c"></a>🟦 2026-07-01 X·@AIStockSavvy · reactor will help reduce reliance on overseas isotope suppliers · 供应链
Oklo said the reactor will help reduce reliance on overseas isotope suppliers.
tags: 好信源 · → daily

🟥 多头 takes (bullish) (22)

<a id="atom-eceeedbb54fdeb29"></a>🟥 2026-05-26 X·@AIStockSavvy [老旧] · 目标价 · 评级目标价
Wedbush reiterates Oklo, maintains PT at $110
tags: 好数字·好信源 · → daily
value: qty=$110 · date=na
[图: Oklo Inc. (OKLO) 卖方分析师评级与目标价信息图 — 目标价 (Price Target): $110.00; 当前股价 (Current Price): $69.80; 预期涨幅 (Projected Upside): +57.59%]
📷 原图
<a id="atom-99ff3dfcb13f1ada"></a>🟥 2026-04-27 X·@AIStockSavvy · Tigress 初始评级 · 评级目标价/合作客户
$OKLO | 𝐎𝐤𝐥𝐨: Tigress initiates with 𝐁𝐮𝐲, sets 𝐏𝐓 𝐚𝐭 $𝟏𝟑𝟎
tags: 好数字·好信源 · → daily
value: direction=Buy · qty=$130 · date=2026-04-27
[图: Tigress Financial Partners 对 OKLO 股票的首次买入评级与目标价分析摘要表 — Price Target: $130.00; Current Price: $71.00; Upside: +83.1%]
📷 原图
<a id="atom-a4096d3e8e56409e"></a>🟥 2026-05-12 X·@AIStockSavvy [老旧] · 目标价 · 评级目标价
Texas Capital Securities reiterates Buy, maintains PT at $120
tags: 好数字·好观点 · → daily
value: qty=$120 · date=
[图: Texas Capital Securities 关于 Oklo ($OKLO) 维持买入评级和120美元目标价的分析师报告摘要图 — 目标价: $120.00; 当前价格: $72.00; 潜在涨幅: +66.7%]
📷 原图
<a id="atom-041d4719795c6731"></a>🟥 2026-05-06 X·@AIStockSavvy [老旧] · Texas Capital重申买入评级 · 评级目标价
Texas Capital reiterates Buy, maintains PT at $120
tags: 好观点·好信源 · → daily
value: direction=买 · qty=$120 · date=未明确
📷 原图
<a id="atom-f8043220690e1b0b"></a>🟥 2026-07-01 X·@AIStockSavvy · 目标价 · 评级目标价
maintains PT at $92
tags: 好数字 · → daily
value: qty=$92
📷 原图
<a id="atom-04ebccb61fd1d5bf"></a>🟥 2026-05-22 X·@AIStockSavvy · BofA 目标价 · 评级目标价
sets 𝐏𝐓 𝐚𝐭 $𝟖𝟎
tags: 好数字 · → daily
value: qty=$80
📷 原图
<a id="atom-10782ab759d8ffd6"></a>🟥 2026-05-13 X·@AIStockSavvy [老旧] · 目标价 · 评级目标价
目标价 (Price Target): $90.00
tags: 好数字 · → daily
value: qty=$90.00
[图: H.C. Wainwright 对 Oklo (OKLO) 股票的分析师评级与财务摘要表 — 目标价 (Price Target): $90.00; 当前股价 (Current Price): $73.63; 上涨空间 (Upside): +22.2%; 1Q26 运营费用 (Operating Expenses): $51.5M; 1Q26 净亏损
📷 原图
<a id="atom-c92a00bb93a40d97"></a>🟥 2026-07-01 X·@AIStockSavvy · B.Riley 重申买入 · 评级目标价
$OKLO | B.Riley 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐁𝐮𝐲 on 𝐎𝐤𝐥𝐨, maintains 𝐏𝐓 𝐚𝐭 $𝟗𝟐, 'Takes Another Step Toward Criticality Milestone for Isotopes Reactor'
tags: 好信源 · → daily
📷 原图
<a id="atom-c212e4275392dfe1"></a>🟥 2026-04-23 X·@quantian1 [老旧] · 目标价 · 评级目标价
Oklo 目标价 (PT): $96
tags: 好数字 · → daily
value: qty=$96
[图: 汇丰银行（HSBC）对Oklo和NuScale初始化评级的彭博新闻截图 — Oklo 目标价 (PT): $96; Oklo 股价最高涨幅: 11%; NuScale 股价最高跌幅: 8.3%]
📷 原图
<a id="atom-fc124bc4d4de0866"></a>🟥 2026-07-01 X·@AIStockSavvy · 首次临界目标月份 · 技术路线
paving the way for targeted first criticality this month
tags: 好思考 · → daily
value: date=2026-07-01T14:06:30Z
📷 原图
<a id="atom-90eb6cc64c2ea262"></a>🟥 2026-04-23 X·@quantian1 · 核设备建造时间预期 · 产品发布
the company is 4-6 weeks away from building a working nuclear device
tags: 好观点·好问题 · → daily
value: qty=4-6 weeks
[图: 汇丰银行（HSBC）对Oklo和NuScale初始化评级的彭博新闻截图 — Oklo 目标价 (PT): $96; Oklo 股价最高涨幅: 11%; NuScale 股价最高跌幅: 8.3%]
📷 原图
<a id="atom-a30bafff0979959c"></a>🟥 2026-07-01 X·@AIStockSavvy · Groves 反应堆 DOE 安全分析批准 · 监管政策
Analyst sees the DOE's safety analysis approval for the Groves reactor as a key milestone, paving the way for targeted first criticality this month.
tags: 好观点 · → daily
📷 原图
<a id="atom-78a94ec33f1dd075"></a>🟥 2026-05-22 X·@AIStockSavvy [老旧] · BofA 评级 · 评级目标价
$OKLO | 𝐎𝐤𝐥𝐨: BofA initiates with 𝐁𝐮𝐲
tags: 好观点 · → daily
value: qty=Buy
📷 原图
<a id="atom-60161a3f6df2223a"></a>🟥 2026-05-22 X·@AIStockSavvy [老旧] · 分析师观点 · 竞争格局
Analyst sees Oklo’s vertically integrated SMR model positioning it as an early sector leader
tags: 好观点 · → daily
📷 原图
<a id="atom-f63c9dbb1ec372f8"></a>🟥 2026-05-13 X·@AIStockSavvy [老旧] · 分析师评级 · 评级目标价
H.C. Wainwright reiterates Buy, maintains PT at $90
tags: 好观点 · → daily
value: qty=Buy
[图: H.C. Wainwright 对 Oklo (OKLO) 股票的分析师评级与财务摘要表 — 目标价 (Price Target): $90.00; 当前股价 (Current Price): $73.63; 上涨空间 (Upside): +22.2%; 1Q26 运营费用 (Operating Expenses): $51.5M; 1Q26 净亏损
📷 原图
<a id="atom-f51288b6789d1319"></a>🟥 2026-05-11 X·@AIStockSavvy [老化中] · SMR 需求受益于 AI 和电气化趋势 · 订单需求/数据中心算力
Analyst sees SMR demand benefiting from AI and electrification trends
tags: 好观点 · → daily
[图: 摩根大通（JPMorgan）对OKLO首次覆盖的投资评级、目标价及核心观点摘要表 — Price Target: $83.00; Current Price: $72.51; Upside: +14.5%; Pipeline: 15.2GW]
📷 原图
<a id="atom-259f77574b90fb9a"></a>🟥 2026-05-07 X·@boneGPT [老旧] · 买入机会判断 · 仓位情绪
Buying opportunity of the season
tags: 好观点 · → daily
[图: Oklo Inc (OKLO) 过去一年的股价走势图及市场摘要 — 当前股价: 18.00 USD; 过去一年涨幅: +74.59%; 市值 (Mkt cap): 2.20B; 52周最高: 28.12; 52周最低: 5.35]
📷 原图
<a id="atom-5c88b59a07516023"></a>🟥 2026-05-03 X·@boneGPT · 股价预测 · 仓位情绪
i think OKLO pops back to 100 by EOY
tags: 好观点 · → daily
value: qty=100 · date=2026-12-31
<a id="atom-1a0a4a8c74ed01ff"></a>🟥 2026-04-23 X·@quantian1 [老旧] · 分析师初始评级 · 评级目标价
Israeli analysts initiate $OKLO with a buy rating in upbeat note claiming the company is 4-6 weeks away from building a working nuclear device
tags: 好观点 · → daily
value: direction=buy
[图: 汇丰银行（HSBC）对Oklo和NuScale初始化评级的彭博新闻截图 — Oklo 目标价 (PT): $96; Oklo 股价最高涨幅: 11%; NuScale 股价最高跌幅: 8.3%]
📷 原图
<a id="atom-a922b2b2bbc8fb82"></a>🟥 2026-04-20 X·@cnfinancewatch [老旧] · 26年必投股票 · 仓位情绪
小型核电股：OKLO
tags: 好观点 · → daily
value: date=2026
<a id="atom-c268248600aa0865"></a>🟥 2026-04-19 X·@cnfinancewatch [老旧] · 推荐投资 · 仓位情绪
美股的话，26年我觉得必投的几种股票：一、小型核电股：OKLO
tags: 好观点 · → daily
<a id="atom-3921179f22180e07"></a>🟥 2026-04-19 X·@cnfinancewatch [老旧] · 推荐投资 · 能源
🔌 数据中心能源 $OKLO
tags: 好观点 · → daily

🟥 空头 takes (bearish) (3)

<a id="atom-b4e93acbc011478d"></a>🟥 2026-06-25 X·@AIStockSavvy · 被分析师视为资本密集、早期阶段的IPP · 资本开支
Analyst sees OKLO as a capital-intensive, early-stage IPP
tags: 好观点 · → daily
[图: 这是古根海姆（Guggenheim）对Oklo Inc. (OKLO) 股票发起“中性”评级的分析师初次覆盖报告摘要图 — 当前股价: $54.06; 2032年目标装机量: 1.1 GW; 2032年EBITDA目标倍数: ~14x; 加权平均资本成本 (WACC): 9.1%; 股本成本 (Cost of Equity): 15.9%]
📷 原图
<a id="atom-817cf6a06cf7b2ee"></a>🟥 2026-06-03 newsletter·TMTB · 核能板块走弱 · 股价下跌/核能板块
OKLO -11% as nuclear names weaker
tags: 好观点 · → daily
<a id="atom-4c3ec3b0ce62260a"></a>🟥 2026-05-25 X·@cnfinancewatch · 股价表现 · 仓位情绪
这种股票就跟去年七月的OKLO、ionq一样，会哪里起涨跌回哪里！
tags: 好观点 · → daily
value: direction=跌回起点

🟥 中性 takes (neutral) (1)

<a id="atom-824a3515e795ebab"></a>🟥 2026-05-19 X·@AIStockSavvy · Wolfe Research 评级 · 评级目标价
Wolfe Research initiates OKLO with Peerperform
tags: 好观点·好信源 · → daily
value: qty=Peerperform
📷 原图

🟦 新闻流 (squawk · 24)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-88c57aa6dbb127a3"></a>🟦 2026-07-01 X·@wallstengine · Groves Isotope Test Reactor DOE 批准 · 监管政策
OKLO's Groves Isotope Test Reactor received DOE approval for its Documented Safety Analysis.
tags: 好信源 · → daily
value: date=2026-07-01
📷 原图
<a id="atom-07111d68c10d5791"></a>🟦 2026-07-01 X·@wallstengine · 首次临界目标时间 · 产品发布
Oklo is targeting July 2026 for first criticality.
tags: 好数字·好信源 · → daily
value: date=2026-07
📷 原图
<a id="atom-0fca5f20da000e92"></a>🟦 2026-06-30 X·@wallstengine · acquired Creative Engineers · 并购
$OKLO acquired Creative Engineers, a chemical process engineering firm specializing in sodium and alkali-metal systems.
tags: 好信源 · → daily
value: target=Creative Engineers
<a id="atom-31f61e13690f960b"></a>🟦 2026-06-30 X·@wallstengine · Aurora 技术钠冷 · 技术路线
CEI’s liquid-metal engineering, fabrication and manufacturing capabilities will support its sodium-cooled Aurora powerhouse technology.
tags: 好信源 · → daily
value: technology=sodium-cooled Aurora powerhouse
<a id="atom-22bd09a547dc4413"></a>🟦 2026-06-30 X·@wallstengine · 交易金额未披露 · 并购
Financial terms were not disclosed.
tags: 好信源 · → daily
<a id="atom-b319756a62de45ab"></a>🟥 2026-06-25 X·@wallstengine · coverage initiation rating · 评级目标价
Guggenheim Initiates Coverage on $OKLO with Neutral Rating
tags: 好观点 · → daily
value: direction=neutral
<a id="atom-160d64584d45fea0"></a>🟥 2026-06-25 X·@wallstengine · 2027 capacity target · 供给产能
scaling from 75MW online in Q4 2027
tags: 好数字 · → daily
value: qty=75MW · date=Q4 2027
<a id="atom-72f95f8e574b7751"></a>🟥 2026-06-25 X·@wallstengine · 2032 capacity target · 供给产能
scaling from 75MW online in Q4 2027 to 1.1GW by 2032
tags: 好数字 · → daily
value: qty=1.1GW · date=2032
<a id="atom-9f38892d48e51288"></a>🟥 2026-06-25 X·@wallstengine · EBITDA turning positive year · 盈利能力
EBITDA turning positive in 2030
tags: 好数字 · → daily
value: date=2030
<a id="atom-e75a393a3ecd1ddf"></a>🟥 2026-06-25 X·@wallstengine · valuation target multiple · 估值
Our target multiple of ~14x is applied to our 2032 EBITDA outlook
tags: 好数字 · → daily
value: qty=~14x
<a id="atom-56eb102929d00360"></a>🟥 2026-06-25 X·@wallstengine · cost of equity estimate · 估值
supplement 15.9% cost of equity and a 9.1% WACC in our DCF
tags: 好数字 · → daily
value: qty=15.9%
<a id="atom-a8c4543f1d558e7a"></a>🟥 2026-06-25 X·@wallstengine · WACC estimate · 估值
supplement 15.9% cost of equity and a 9.1% WACC in our DCF
tags: 好数字 · → daily
value: qty=9.1%
<a id="atom-64b4f000321113cc"></a>🟥 2026-06-25 X·@wallstengine · fair value assessment · 估值
OKLO is fairly valued at current levels
tags: 好观点 · → daily
value: direction=fairly valued at current levels
<a id="atom-f922d495a34ff595"></a>🟦 2026-06-18 X·@wallstengine · 计划俄亥俄南部园区电力容量 · 供给产能
Oklo’s planned southern Ohio campus targets 1.2 GW of power capacity.
tags: 好数字 · → daily
value: qty=1.2 GW
📷 原图
<a id="atom-126e807e85825e66"></a>🟦 2026-05-26 X·@wallstengine · selected by U.S. DOE for advanced talks · 合作客户
$OKLO says it was selected by the U.S. DOE for advanced talks on using surplus Cold War-era plutonium as fuel for advanced nuclear reactors.
tags: 好信源 · → daily
📷 原图
<a id="atom-15b8d04671397b6b"></a>🟥 2026-05-26 X·@wallstengine · fuel supply constraint relief · 供给产能
Oklo says the program could help ease fuel supply constraints and bring advanced reactors online sooner.
tags: 好思考 · → daily
📷 原图
<a id="atom-cc4fb778e60878ce"></a>🟦 2026-05-22 X·@wallstengine · BofA评级 · 评级目标价
BofA Initiates Coverage on $OKLO with Buy Rating, PT $80
tags: 好信源 · → daily
<a id="atom-2ee76e9d14436f06"></a>🟦 2026-05-22 X·@wallstengine · 与Meta签署约束性购电协议 · 合作客户
Oklo has secured a ~1.2 GWe binding power agreement with Meta
tags: 好信源 · → daily
value: qty=1.2 GWe
<a id="atom-6029e4de8ef8c4a8"></a>🟦 2026-05-22 X·@wallstengine · 非约束性客户意向管道容量 · 订单需求
amassed a pipeline exceeding 14 GWe under non-binding customer letters
tags: 好数字·好信源 · → daily
value: qty=14 GWe
<a id="atom-45cfd4ee7112c6f2"></a>🟦 2026-04-16 X·@wallstengine · 股价上涨 · 能源/政策驱动
Nuclear names continue to move higher after the White House launched a space nuclear power initiative
tags: 好数字 · → daily
value: qty=8.29% · date=2026-04-16
[图: Oklo Inc. (OKLO) 股票走势及盘前交易数据图表 — 盘前价格: $68.60; 盘前涨幅: 8.29%; 收盘价: $63.35; 市值: $11.00B; 开盘价: $62.53]
📷 原图
<a id="atom-88f51acc925a6421"></a>🟦 2026-04-16 X·@wallstengine · 盘前价格 · 价格动态
盘前价格: $68.60
tags: 好数字 · → daily
value: qty=$68.60 · date=2026-04-16
[图: Oklo Inc. (OKLO) 股票走势及盘前交易数据图表 — 盘前价格: $68.60; 盘前涨幅: 8.29%; 收盘价: $63.35; 市值: $11.00B; 开盘价: $62.53]
📷 原图
<a id="atom-4f816ce2dc64234d"></a>🟦 2026-04-16 X·@wallstengine · 盘前涨幅 · 价格动态
盘前涨幅: 8.29%
tags: 好数字 · → daily
value: qty=8.29% · date=2026-04-16
[图: Oklo Inc. (OKLO) 股票走势及盘前交易数据图表 — 盘前价格: $68.60; 盘前涨幅: 8.29%; 收盘价: $63.35; 市值: $11.00B; 开盘价: $62.53]
📷 原图
<a id="atom-d853faebb82b71b9"></a>🟦 2026-04-16 X·@wallstengine · 收盘价 · 价格动态
收盘价: $63.35
tags: 好数字 · → daily
value: qty=$63.35 · date=2026-04-16
[图: Oklo Inc. (OKLO) 股票走势及盘前交易数据图表 — 盘前价格: $68.60; 盘前涨幅: 8.29%; 收盘价: $63.35; 市值: $11.00B; 开盘价: $62.53]
📷 原图
<a id="atom-e1a063ef4aedbaec"></a>🟦 2026-04-16 X·@wallstengine · 市值 · 估值
市值: $11.00B
tags: 好数字 · → daily
value: qty=$11.00B · date=2026-04-16
[图: Oklo Inc. (OKLO) 股票走势及盘前交易数据图表 — 盘前价格: $68.60; 盘前涨幅: 8.29%; 收盘价: $63.35; 市值: $11.00B; 开盘价: $62.53]
📷 原图

⏱ 时间轴 (近 20)

🟦 2026-07-01 · fact · Groves Isotope Test Reactor DOE 批准 · → daily
🟦 2026-07-01 · forecast · 首次临界目标时间 · → daily
🟦 2026-07-01 · fact · DOE safety approval for Texas test reactor · → daily
🟦 2026-07-01 · fact · Groves reactor DSA approval covers · → daily
🟦 2026-07-01 · fact · Groves reactor DSA establishes final safety basis · → daily
🟦 2026-07-01 · fact · project advances to DOE final pre-startup review · → daily
🟦 2026-07-01 · fact · can load nuclear fuel after authorization · → daily
🟦 2026-07-01 · forecast · targets first criticality in July 2026 · → daily
🟦 2026-07-01 · fact · Groves will produce isotopes for cancer care, research, manu · → daily
🟦 2026-07-01 · fact · reactor will help reduce reliance on overseas isotope suppli · → daily
🟦 2026-07-01 · fact · Groves is first advanced reactor project on privately owned · → daily
🟥 2026-07-01 · narrative · B.Riley 重申买入 · → daily
🟥 2026-07-01 · narrative · 目标价 · → daily
🟥 2026-07-01 · narrative · Groves 反应堆 DOE 安全分析批准 · → daily
🟥 2026-07-01 · forecast · 首次临界目标月份 · → daily
🟦 2026-06-30 · fact · acquired Creative Engineers · → daily
🟦 2026-06-30 · fact · Aurora 技术钠冷 · → daily
🟦 2026-06-30 · fact · 交易金额未披露 · → daily
🟦 2026-06-30 · fact · 收购 Creative Engineers · → daily
🟥 2026-06-25 · narrative · coverage initiation rating · → daily

📊 板块级信号 · US equities (4)

*以下是 US equities 板块的信号 (OKLO 是成员), 非直接针对 OKLO — 供板块上下文参考*

展开板块信号

🟦▼ 2026-06-23 [twitter] · market cap erased today
U.S. stocks erased roughly $1 trillion in market value today as a broad-based selloff swept across equities.
🟥▼ 2026-07-01 [twitter] · short entries recommended until October
Short entries until October imo
🟥▼ 2026-07-01 [twitter] · first crash likely November
First crash November ish? Not sure
🟥▼ 2026-06-21 [twitter] · valuation level
record valuations

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