<p>小型模块化反应堆（SMR）生产商 Oklo（OKLO）和 NuScale Power（SMR）的股票在周一下午分别上涨了超过 8% 和约 6%。尽管如此，分析师们在对这些股票的看法上仍然谨慎。</p>
<h3>在 TipRanks 上享受 55% 的折扣</h3>
<p>以杠杆交易 SMR</p>
<h2><strong>为什么摩根大通对 Oklo 持观望态度</strong></h2>
<p>尽管摩根大通的五星级分析师 Jeremy Tonet 对该股票的覆盖评级为持有，并设定了 83 美元的目标价，暗示未来几个月仅有约 6% 的上涨空间，但 Oklo 的股票仍然上涨。</p>
<p>Tonet 指出，SMR 生产商将受益于对清洁基荷电力的需求，因为数据中心对电力的高需求正在引发行业的 “范式转变”。然而，分析师表示，在核能初创公司展示其成功商业化工厂的更多证据之前，他更倾向于对 Oklo 的股票保持观望。</p>
<p>该分析师的评论与 Tigress 的分析师 Ivan Feinseth 形成鲜明对比，后者最近以买入评级开始覆盖 OKLO，并设定了 130 美元的目标价，暗示未来几个月约有 66% 的上涨空间。Feinseth 指出，美国政府在核能方面的政策 “与 Oklo 的增长目标越来越一致”。</p>
<p>Oklo 于 9 月在爱达荷州启动了其 Aurora 反应堆工厂的建设，目标是在 2027 年底交付。</p>
<h2><strong>为什么 Northland 下调了 NuScale Power 的目标价</strong></h2>
<p>与此同时，Northland 的分析师 Jeff Grampp 将 NuScale Power 的目标价从 21 美元下调至 19 美元，暗示未来约有 41% 的上涨空间。不过，他仍然维持对 SMR 的买入评级。</p>
<p>Grampp 提到，由于 NuScale Power 在公开市场上出售新股导致的股份稀释，才下调了目标价。他还指出，该公司在 2026 年第一季度的财报中没有提供重大更新，尽管管理团队仍然对与田纳西州电力管理局达成六千兆瓦合同的希望持乐观态度。</p>
<h2><strong>哪个核能股票更值得购买？</strong></h2>
<p>TipRanks 的股票比较工具显示，Nano Nuclear Energy（NNE）以约 67% 的最大上涨空间继续领先。这是基于 47.50 美元的平均目标价，分析师对其的共识评级为适度买入。</p>

OKLO

OKLL

<p>Oklo 和 NuScale Power 的股票大幅上涨，Oklo 上涨超过 8%，NuScale 上涨约 6%。分析师们持谨慎态度，摩根大通的 Jeremy Tonet 对 Oklo 进行了覆盖，给予持有评级，目标价为 83 美元，而 Tigress 的 Ivan Feinseth 则给予买入评级，目标价为 130 美元。Northland 的 Jeff Grampp 将 NuScale 的目标价从 21 美元下调至 19 美元，但维持买入评级，理由是股份稀释。TipRanks 显示 Nano Nuclear Energy 的上涨潜力最高，达到 67%</p>

<p>Shares in small modular reactor (SMR) producers Oklo (OKLO) and NuScale Power (SMR) jumped by over 8% and about 6%, respectively, on Monday afternoon. This is even though analysts are treading gently in their approach to the stocks.</p>
<div class="lb-trans"><p>小型模块化反应堆（SMR）生产商 Oklo（OKLO）和 NuScale Power（SMR）的股票在周一下午分别上涨了超过 8% 和约 6%。尽管如此，分析师们在对这些股票的看法上仍然谨慎。</p>
</div><h3>Claim 55% Off TipRanks</h3>
<div class="lb-trans"><h3>在 TipRanks 上享受 55% 的折扣</h3>
</div><p>Trade SMR with leverage</p>
<div class="lb-trans"><p>以杠杆交易 SMR</p>
</div><h2><strong>Why JPMorgan Is On the Sidelines on Oklo</strong></h2>
<div class="lb-trans"><h2><strong>为什么摩根大通对 Oklo 持观望态度</strong></h2>
</div><p>Oklo's shares jumped even as JPMorgan's five-star analyst Jeremy Tonet kicked off coverage of the stock with a Hold rating and a price target of $83 that implies only roughly 6% upside in the months ahead.</p>
<div class="lb-trans"><p>尽管摩根大通的五星级分析师 Jeremy Tonet 对该股票的覆盖评级为持有，并设定了 83 美元的目标价，暗示未来几个月仅有约 6% 的上涨空间，但 Oklo 的股票仍然上涨。</p>
</div><p>Tonet noted that SMR producers stand to benefit from the need for clean, baseload power, as the elevated demand for electricity from data centers is creating an industry &#34;paradigm shift.&#34; However, the analyst noted that he prefers to stay on the sidelines on Oklo's stock until the nuclear startup shows more evidence of how it will execute the successful commercialization of its plants.</p>
<div class="lb-trans"><p>Tonet 指出，SMR 生产商将受益于对清洁基荷电力的需求，因为数据中心对电力的高需求正在引发行业的 “范式转变”。然而，分析师表示，在核能初创公司展示其成功商业化工厂的更多证据之前，他更倾向于对 Oklo 的股票保持观望。</p>
</div><p>The analyst's comment marks a sharp departure from that of Tigress' analyst Ivan Feinseth, who recently began coverage of OKLO with a Buy rating and a price target of $130, suggesting about 66% upside in the months ahead. Feinseth noted that the policy of the U.S. government on nuclear energy &#34;is increasingly aligned with Oklo's growth ambitions.&#34;</p>
<div class="lb-trans"><p>该分析师的评论与 Tigress 的分析师 Ivan Feinseth 形成鲜明对比，后者最近以买入评级开始覆盖 OKLO，并设定了 130 美元的目标价，暗示未来几个月约有 66% 的上涨空间。Feinseth 指出，美国政府在核能方面的政策 “与 Oklo 的增长目标越来越一致”。</p>
</div><p>Oklo broke ground on its Aurora reactor plant in Idaho in September and has a late-2027 target for delivery.</p>
<div class="lb-trans"><p>Oklo 于 9 月在爱达荷州启动了其 Aurora 反应堆工厂的建设，目标是在 2027 年底交付。</p>
</div><h2><strong>Why Northland Reined In Its NuScale Power Target</strong></h2>
<div class="lb-trans"><h2><strong>为什么 Northland 下调了 NuScale Power 的目标价</strong></h2>
</div><p>Meanwhile, Northland analyst Jeff Grampp trimmed his price target on NuScale Power from $21 to $19, implying about 41% upside ahead. He, however, maintained his Buy rating on SMR.</p>
<div class="lb-trans"><p>与此同时，Northland 的分析师 Jeff Grampp 将 NuScale Power 的目标价从 21 美元下调至 19 美元，暗示未来约有 41% 的上涨空间。不过，他仍然维持对 SMR 的买入评级。</p>
</div><p>Grampp cited share dilution from NuScale Power selling its new shares into the open market for the target cut. He also noted that the firm provided no significant update from its Q1 2026 earnings, although the management team remains hopeful of finalizing a deal on the company's six-gigawatt contract with the Tennessee Valley Authority.</p>
<div class="lb-trans"><p>Grampp 提到，由于 NuScale Power 在公开市场上出售新股导致的股份稀释，才下调了目标价。他还指出，该公司在 2026 年第一季度的财报中没有提供重大更新，尽管管理团队仍然对与田纳西州电力管理局达成六千兆瓦合同的希望持乐观态度。</p>
</div><h2><strong>Which Nuclear Stock Is the Better Buy?</strong></h2>
<div class="lb-trans"><h2><strong>哪个核能股票更值得购买？</strong></h2>
</div><p>TipRanks' Stock Comparison tool shows that Nano Nuclear Energy (NNE) continues to lead with the biggest upside of about 67%. This is based on an average price target of $47.50 that comes with a Moderate Buy consensus rating from analysts.</p>
<div class="lb-trans"><p>TipRanks 的股票比较工具显示，Nano Nuclear Energy（NNE）以约 67% 的最大上涨空间继续领先。这是基于 47.50 美元的平均目标价，分析师对其的共识评级为适度买入。</p>
</div>

Oklo, NuScale Power (SMR) Stocks Pop as Analysts Play It Safe

Tip Ranks

Oklo

NuScale Power

Defiance Daily Target 2X Long OKLO ETF

Tradr 2X Long SMR Daily ETF

摩根大通

Tenn Valley Pref Shares TVE 3.36 05/01/29

Tenn Valley Pref Shares TVC 3.55 06/01/2028 D

NANO Nuclear Energy

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Oklo 和 NuScale Power（SMR）的股票上涨，分析师采取了保守的策略