<p><strong>Oklo</strong>(OKLO -1.63%) 的股票在週五上漲了 29%，這是因為特朗普政府和英國政府宣佈達成協議，加快兩國在人工智能、量子計算和核能領域的發展。</p>
<p>上週，我稱這種市場反應為過度反應，因為英美協議不會直接（或根本）惠及 Oklo，實際上更可能使一家名為 X-Energy 的、由 <strong>亞馬遜</strong> 支持的競爭核電公司受益。</p>
<p>週一，Oklo 的股票回吐了一部分漲幅，截至東部時間上午 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>圖片來源：Getty Images。</p>
<h2>Oklo 繼續前進</h2>
<p>我上週的警告是否引發了這次小幅回調？我對此表示懷疑。更可能的是，我們看到的只是動量交易者的證據，他們在週五獲利豐厚，正在出售 Oklo 的股票以兑現收益。</p>
<p>然而，真正令人好奇的是，Oklo 的股票現在在一些實際的好消息下卻在下跌。</p>
<p>週一，Oklo 將在愛達荷國家實驗室（INL）為其首個 Aurora 發電廠奠基，即 “Aurora-INL” 鈉冷卻快堆。正如公司在新聞稿中提醒的那樣，Aurora-INL 是 Oklo 及其子公司獲得美國能源部（DOE）授予的三個核試點項目之一。</p>
<h2>Oklo 的股票值得購買嗎？</h2>
<p>儘管如此，Oklo 距離從這個項目中獲得任何收入（更不用説利潤）仍然相距甚遠。正如公司自己承認的，它僅完成了 “獲得 DOE 授權以在 Aurora 燃料製造設施製造其初始核心的四個步驟中的兩個”。</p>
<p>公司尚未説明 Aurora-INL 何時會投入運行並開始為 Oklo 帶來正收益，但大多數分析師一致認為，該公司至少還需要五年才能實現盈利。</p>
<p>儘管週一有好消息，但我仍然認為 Oklo 的股票是賣出。</p>

OKLO

<p>Oklo 股票在週一下跌了 2%，此前由於美國和英國在人工智能、量子計算和核能方面達成協議，週五股價上漲了 29%。分析師認為，最初的上漲是過度反應，反而使競爭對手如 X-Energy 受益。儘管 Oklo 已經開始建設其 Aurora-INL 反應堆，但距離盈利仍有數年時間，目前僅完成了獲得能源部授權的四個步驟中的兩個。儘管最近有積極進展，分析師仍然將 Oklo 股票視為賣出</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%) 的股票在週五上漲了 29%，這是因為特朗普政府和英國政府宣佈達成協議，加快兩國在人工智能、量子計算和核能領域的發展。</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>上週，我稱這種市場反應為過度反應，因為英美協議不會直接（或根本）惠及 Oklo，實際上更可能使一家名為 X-Energy 的、由 <strong>亞馬遜</strong> 支持的競爭核電公司受益。</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>週一，Oklo 的股票回吐了一部分漲幅，截至東部時間上午 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>圖片來源：Getty Images。</p>
</div><h2>Oklo forges ahead</h2>
<div class="lb-trans"><h2>Oklo 繼續前進</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>我上週的警告是否引發了這次小幅回調？我對此表示懷疑。更可能的是，我們看到的只是動量交易者的證據，他們在週五獲利豐厚，正在出售 Oklo 的股票以兑現收益。</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 的股票現在在一些實際的好消息下卻在下跌。</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>週一，Oklo 將在愛達荷國家實驗室（INL）為其首個 Aurora 發電廠奠基，即 “Aurora-INL” 鈉冷卻快堆。正如公司在新聞稿中提醒的那樣，Aurora-INL 是 Oklo 及其子公司獲得美國能源部（DOE）授予的三個核試點項目之一。</p>
</div><h2>Is Oklo stock a buy?</h2>
<div class="lb-trans"><h2>Oklo 的股票值得購買嗎？</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>儘管如此，Oklo 距離從這個項目中獲得任何收入（更不用説利潤）仍然相距甚遠。正如公司自己承認的，它僅完成了 “獲得 DOE 授權以在 Aurora 燃料製造設施製造其初始核心的四個步驟中的兩個”。</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>公司尚未説明 Aurora-INL 何時會投入運行並開始為 Oklo 帶來正收益，但大多數分析師一致認為，該公司至少還需要五年才能實現盈利。</p>
</div><p>Despite Monday's good news, Oklo stock remains a sell for me.</p>
<div class="lb-trans"><p>儘管週一有好消息，但我仍然認為 Oklo 的股票是賣出。</p>
</div>

為什麼 Oklo 的股票在週一出現下跌