<p><strong>Oklo</strong>(OKLO -1.63%) 的股票在周五上涨了 29%，这是因为特朗普政府和英国政府宣布达成协议，加快两国在人工智能、量子计算和核能领域的发展。</p>
<p>上周，我称这种市场反应为过度反应，因为英美协议不会直接（或根本）惠及 Oklo，实际上更可能使一家名为 X-Energy 的、由 <strong>亚马逊</strong> 支持的竞争核电公司受益。</p>
<p>周一，Oklo 的股票回吐了一部分涨幅，截至东部时间上午 10:15 下跌了 2%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ1MDMvZ2xvd2luZy1ncmVlbi1udWNsZWFyLXJhZGlhdGlvbi1pY29uLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ1MDMvZ2xvd2luZy1ncmVlbi1udWNsZWFyLXJhZGlhdGlvbi1pY29uLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Oklo 继续前进</h2>
<p>我上周的警告是否引发了这次小幅回调？我对此表示怀疑。更可能的是，我们看到的只是动量交易者的证据，他们在周五获利丰厚，正在出售 Oklo 的股票以兑现收益。</p>
<p>然而，真正令人好奇的是，Oklo 的股票现在在一些实际的好消息下却在下跌。</p>
<p>周一，Oklo 将在爱达荷国家实验室（INL）为其首个 Aurora 发电厂奠基，即 “Aurora-INL” 钠冷却快堆。正如公司在新闻稿中提醒的那样，Aurora-INL 是 Oklo 及其子公司获得美国能源部（DOE）授予的三个核试点项目之一。</p>
<h2>Oklo 的股票值得购买吗？</h2>
<p>尽管如此，Oklo 距离从这个项目中获得任何收入（更不用说利润）仍然相距甚远。正如公司自己承认的，它仅完成了 “获得 DOE 授权以在 Aurora 燃料制造设施制造其初始核心的四个步骤中的两个”。</p>
<p>公司尚未说明 Aurora-INL 何时会投入运行并开始为 Oklo 带来正收益，但大多数分析师一致认为，该公司至少还需要五年才能实现盈利。</p>
<p>尽管周一有好消息，但我仍然认为 Oklo 的股票是卖出。</p>

OKLO

<p>Oklo 股票在周一下跌了 2%，此前由于美国和英国在人工智能、量子计算和核能方面达成协议，周五股价上涨了 29%。分析师认为，最初的上涨是过度反应，反而使竞争对手如 X-Energy 受益。尽管 Oklo 已经开始建设其 Aurora-INL 反应堆，但距离盈利仍有数年时间，目前仅完成了获得能源部授权的四个步骤中的两个。尽管最近有积极进展，分析师仍然将 Oklo 股票视为卖出</p>

<p><strong>Oklo</strong>(OKLO -1.63%) stock soared by 29% on Friday after the Trump administration and the government of the United Kingdom announced agreements to speed up the development of the two countries' artificial intelligence, quantum computing, and nuclear energy sectors.</p>
<div class="lb-trans"><p><strong>Oklo</strong>(OKLO -1.63%) 的股票在周五上涨了 29%，这是因为特朗普政府和英国政府宣布达成协议，加快两国在人工智能、量子计算和核能领域的发展。</p>
</div><p>Last week, I called that market response an overreaction because the U.K.-U.S. agreement won't benefit Oklo directly (or at all) -- and in fact appears most likely to benefit an <strong>Amazon</strong>-backed rival nuclear power company called X-Energy.</p>
<div class="lb-trans"><p>上周，我称这种市场反应为过度反应，因为英美协议不会直接（或根本）惠及 Oklo，实际上更可能使一家名为 X-Energy 的、由 <strong>亚马逊</strong> 支持的竞争核电公司受益。</p>
</div><p>On Monday, Oklo stock is giving back a fraction of those gains, trading down 2% through 10:15 a.m. ET.</p>
<div class="lb-trans"><p>周一，Oklo 的股票回吐了一部分涨幅，截至东部时间上午 10:15 下跌了 2%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ1MDMvZ2xvd2luZy1ncmVlbi1udWNsZWFyLXJhZGlhdGlvbi1pY29uLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F834503%2Fglowing-green-nuclear-radiation-icon.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Oklo forges ahead</h2>
<div class="lb-trans"><h2>Oklo 继续前进</h2>
</div><p>Did my warning last week set off this mild retreat? I doubt it. More likely, what we're seeing is simply evidence of momentum traders, who won big on Friday, selling Oklo stock to pocket their winnings.</p>
<div class="lb-trans"><p>我上周的警告是否引发了这次小幅回调？我对此表示怀疑。更可能的是，我们看到的只是动量交易者的证据，他们在周五获利丰厚，正在出售 Oklo 的股票以兑现收益。</p>
</div><p>What's really curious, though, is that Oklo stock is now falling on some actual good news.</p>
<div class="lb-trans"><p>然而，真正令人好奇的是，Oklo 的股票现在在一些实际的好消息下却在下跌。</p>
</div><p>On Monday, Oklo will break ground on its first Aurora powerhouse at Idaho National Laboratory (INL), the &#34;Aurora-INL&#34; sodium-cooled fast reactor. As the company reminded in its press release, Aurora-INL is one of three nuclear pilot projects that Oklo and its subsidiaries have been awarded by the U.S. Department of Energy (DOE).</p>
<div class="lb-trans"><p>周一，Oklo 将在爱达荷国家实验室（INL）为其首个 Aurora 发电厂奠基，即 “Aurora-INL” 钠冷却快堆。正如公司在新闻稿中提醒的那样，Aurora-INL 是 Oklo 及其子公司获得美国能源部（DOE）授予的三个核试点项目之一。</p>
</div><h2>Is Oklo stock a buy?</h2>
<div class="lb-trans"><h2>Oklo 的股票值得购买吗？</h2>
</div><p>Still, Oklo remains a long way away from getting any revenues (much less profits) from this project. As the company itself admits, it has completed only &#34;two of four steps for DOE authorization to fabricate its initial core at the Aurora Fuel Fabrication Facility.&#34;</p>
<div class="lb-trans"><p>尽管如此，Oklo 距离从这个项目中获得任何收入（更不用说利润）仍然相距甚远。正如公司自己承认的，它仅完成了 “获得 DOE 授权以在 Aurora 燃料制造设施制造其初始核心的四个步骤中的两个”。</p>
</div><p>The company hasn't stated when Aurora-INL will come on line and begin producing positive numbers for Oklo, but most analysts agree the company is at least five years away from profitability.</p>
<div class="lb-trans"><p>公司尚未说明 Aurora-INL 何时会投入运行并开始为 Oklo 带来正收益，但大多数分析师一致认为，该公司至少还需要五年才能实现盈利。</p>
</div><p>Despite Monday's good news, Oklo stock remains a sell for me.</p>
<div class="lb-trans"><p>尽管周一有好消息，但我仍然认为 Oklo 的股票是卖出。</p>
</div>

为什么 Oklo 的股票在周一出现下跌