<p>核能股票在周四出现下跌——这次回调是否是市场上最热门领域的买入机会？</p>
<ul>
<li><em>OKLO 股票正在下跌。</em> <em>在这里查看实时价格走势。</em></li>
</ul>
<p><strong>Oklo, Inc.</strong>（纳斯达克：OKLO）、<strong>NuScale Power Corp.</strong>（纳斯达克：SMR）和 <strong>Nano Nuclear Energy, Inc.</strong>（纳斯达克：NNE）的股票在近期大幅上涨后出现回调，原因是市场从投机性领域轮换、分析师评级以及在广泛上涨后的获利了结。</p>
<p><strong>另请阅读：</strong> <strong>Rigetti、D-Wave、IonQ 将颠覆一切——专家全力押注</strong></p>
<h2>下跌原因</h2>
<p>Seaport Research 的分析师在周二将 Oklo 股票评级从买入下调至中性。该公司指出其高估值和缺乏实质性收入，抑制了该领域的情绪。</p>
<p>高盛分析师 Brian Lee 在周三对 Oklo 开始覆盖，给予中性评级和 117 美元的目标价，给该股票增加了卖压。</p>
<p>随着投资者将资金转向更具防御性的股票并锁定近期反弹的利润，NuScale 和 Nano Nuclear 的股票也出现下跌。</p>
<h2>买入回调？</h2>
<p>SMR（小型模块化反应堆）股票的当前回调可以被视为买入机会。高盛强调了该行业的几个未来催化剂和潜在上行空间。</p>
<p>该公司指出，AI 数据中心对电力的需求似乎是无止境的，这些数据中心正在寻求可靠、清洁的电力来源，如核能。</p>
<p>与传统核反应堆相比，SMR 提供了多种优势，包括紧凑和模块化的结构，能够灵活扩展。</p>
<p>高盛还强调了 SMR 组件，旨在简化工厂环境中的制造，这可以简化生产和部署。</p>
<h2>特朗普的核能支持</h2>
<p>核能领域受益于政治支持，尤其是在特朗普政府期间，该政府推动核能合作和技术交易。</p>
<p>在 2025 年 5 月，<strong>唐纳德·特朗普</strong> 总统签署了多项行政命令，以振兴美国核能领域，设定目标到 2050 年将核能发电能力从目前约 100 GW 提高到 400 GW。</p>
<p>其中一项命令特别指示快速推进尖端核技术，如 SMR，通过协调国防部和能源部的倡议，并使铀和钚的库存可用于回收成核燃料。</p>
<h2>结论</h2>
<p>SMR 和核相关股票的回调可以被视为买入机会，因为该行业有显著的顺风因素，包括巨大的电力需求和强大的政治支持。</p>
<p>投资者必须决定这些顺风因素是否已经被市场定价，或者核能行业是否还有更多的上行空间。</p>
<ul>
<li><strong>Plug Power、FuelCell、Bloom Energy 在 AI 热潮与氢能结合时激增</strong></li>
</ul>
<p><em>照片来源：Shutterstock</em></p>

<p>核能股票，包括 Oklo、NuScale 和 Nano Nuclear，在经历了显著的涨幅后出现回调，这归因于市场轮动和分析师的评级下调。Seaport Research 的分析师将 Oklo 的评级从买入下调至中性，理由是其估值过高且缺乏收入。高盛对 Oklo 的覆盖评级为中性，目标价为 117 美元。尽管出现回调，但由于对核能的未来需求强劲，特别是对人工智能数据中心的需求，以及该行业的政治支持，这一回调可能提供了买入机会。投资者必须评估潜在的上涨空间是否已经反映在当前价格中</p>

<p>Nuclear stocks were trending lower Thursday—could the pull-back be a buying opportunity in one the market's hottest sectors?</p>
<div class="lb-trans"><p>核能股票在周四出现下跌——这次回调是否是市场上最热门领域的买入机会？</p>
</div><ul>
<li><em>OKLO stock is dropping.</em> <em>Watch the real-time price action here.</em></li>
</ul>
<div class="lb-trans"><ul>
<li><em>OKLO 股票正在下跌。</em> <em>在这里查看实时价格走势。</em></li>
</ul>
</div><p>Shares of <strong>Oklo, Inc.</strong> (NASDAQ: OKLO), <strong>NuScale Power Corp.</strong> (NASDAQ: SMR) and <strong>Nano Nuclear Energy, Inc.</strong> (NASDAQ: NNE) were pulling back after recent massive gains on a mix of market rotation away from speculative sectors, analyst ratings and profit taking after a broad run-up.</p>
<div class="lb-trans"><p><strong>Oklo, Inc.</strong>（纳斯达克：OKLO）、<strong>NuScale Power Corp.</strong>（纳斯达克：SMR）和 <strong>Nano Nuclear Energy, Inc.</strong>（纳斯达克：NNE）的股票在近期大幅上涨后出现回调，原因是市场从投机性领域轮换、分析师评级以及在广泛上涨后的获利了结。</p>
</div><p><strong>Read Also:</strong> <strong>Rigetti, D-Wave, IonQ Set To Disrupt Everything—Expert Goes All In</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong> <strong>Rigetti、D-Wave、IonQ 将颠覆一切——专家全力押注</strong></p>
</div><h2>Reasons for the Dip</h2>
<div class="lb-trans"><h2>下跌原因</h2>
</div><p>Analysts from Seaport Research downgraded Oklo stock from Buy to Neutral on Tuesday. The firm pointed to its high valuation and lack of tangible revenue, dampening sentiment in the sector.</p>
<div class="lb-trans"><p>Seaport Research 的分析师在周二将 Oklo 股票评级从买入下调至中性。该公司指出其高估值和缺乏实质性收入，抑制了该领域的情绪。</p>
</div><p>Goldman Sachs analyst Brian Lee initiated coverage on Oklo with a Neutral rating and a $117 price target on Wednesday, adding selling pressure to the stock.</p>
<div class="lb-trans"><p>高盛分析师 Brian Lee 在周三对 Oklo 开始覆盖，给予中性评级和 117 美元的目标价，给该股票增加了卖压。</p>
</div><p>Shares of NuScale and Nano Nuclear also dropped as investors rotated capital into more defensive stocks and locked in profits from the recent rally.</p>
<div class="lb-trans"><p>随着投资者将资金转向更具防御性的股票并锁定近期反弹的利润，NuScale 和 Nano Nuclear 的股票也出现下跌。</p>
</div><h2>Buy The Dip?</h2>
<div class="lb-trans"><h2>买入回调？</h2>
</div><p>The current pull-back in SMR (small modular reactor) stocks could be viewed as a buying opportunity. Goldman Sachs highlighted several future catalysts and potential upsides for the industry.</p>
<div class="lb-trans"><p>SMR（小型模块化反应堆）股票的当前回调可以被视为买入机会。高盛强调了该行业的几个未来催化剂和潜在上行空间。</p>
</div><p>The firm pointed to seemingly endless power demand for AI data centers, which are seeking reliable, clean power sources such as nuclear.</p>
<div class="lb-trans"><p>该公司指出，AI 数据中心对电力的需求似乎是无止境的，这些数据中心正在寻求可靠、清洁的电力来源，如核能。</p>
</div><p>SMRs offer multiple benefits compared to traditional nuclear reactors, including compact and modular structure that enables flexible scaling.</p>
<div class="lb-trans"><p>与传统核反应堆相比，SMR 提供了多种优势，包括紧凑和模块化的结构，能够灵活扩展。</p>
</div><p>Goldman also highlighted SMR components, designed for streamlined manufacturing in factory settings, which can simplify production and deployment.</p>
<div class="lb-trans"><p>高盛还强调了 SMR 组件，旨在简化工厂环境中的制造，这可以简化生产和部署。</p>
</div><h2>Trump's Nuclear Support</h2>
<div class="lb-trans"><h2>特朗普的核能支持</h2>
</div><p>The nuclear sector has benefited from political support, especially under the Trump administration, which has promoted nuclear partnerships and technology deals.</p>
<div class="lb-trans"><p>核能领域受益于政治支持，尤其是在特朗普政府期间，该政府推动核能合作和技术交易。</p>
</div><p>In May 2025, President <strong>Donald Trump</strong> signed multiple executive orders to revitalize the U.S. nuclear sector, setting a target to increase nuclear power capacity to 400 GW by 2050 from approximately 100 GW currently.</p>
<div class="lb-trans"><p>在 2025 年 5 月，<strong>唐纳德·特朗普</strong> 总统签署了多项行政命令，以振兴美国核能领域，设定目标到 2050 年将核能发电能力从目前约 100 GW 提高到 400 GW。</p>
</div><p>One order, in particular, directs the rapid advancement of cutting-edge nuclear technologies, such as SMRs, by coordinating initiatives across the Department of Defense and the Department of Energy, and making stocks of uranium and plutonium available for recycling into nuclear fuel.</p>
<div class="lb-trans"><p>其中一项命令特别指示快速推进尖端核技术，如 SMR，通过协调国防部和能源部的倡议，并使铀和钚的库存可用于回收成核燃料。</p>
</div><h2>The Takeaway</h2>
<div class="lb-trans"><h2>结论</h2>
</div><p>The pullback in SMR and nuclear-related stocks could be viewed as a buying opportunity, as the industry has significant tailwinds, including massive power demand and strong political support.</p>
<div class="lb-trans"><p>SMR 和核相关股票的回调可以被视为买入机会，因为该行业有显著的顺风因素，包括巨大的电力需求和强大的政治支持。</p>
</div><p>Investors must decide if these tailwinds are already priced in or if the nuclear industry has more upside ahead.</p>
<div class="lb-trans"><p>投资者必须决定这些顺风因素是否已经被市场定价，或者核能行业是否还有更多的上行空间。</p>
</div><ul>
<li><strong>Plug Power, FuelCell, Bloom Energy Surge As AI Hype Meets Hydrogen Power</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Plug Power、FuelCell、Bloom Energy 在 AI 热潮与氢能结合时激增</strong></li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片来源：Shutterstock</em></p>
</div>

Oklo、NuScale 和 Nano Nuclear 的股票失去动力——现在是买入的时机吗？