<p>核能股票在週四出現下跌——這次回調是否是市場上最熱門領域的買入機會？</p>
<ul>
<li><em>OKLO 股票正在下跌。</em> <em>在這裏查看實時價格走勢。</em></li>
</ul>
<p><strong>Oklo, Inc.</strong>（納斯達克：OKLO）、<strong>NuScale Power Corp.</strong>（納斯達克：SMR）和 <strong>Nano Nuclear Energy, Inc.</strong>（納斯達克：NNE）的股票在近期大幅上漲後出現回調，原因是市場從投機性領域輪換、分析師評級以及在廣泛上漲後的獲利了結。</p>
<p><strong>另請閲讀：</strong> <strong>Rigetti、D-Wave、IonQ 將顛覆一切——專家全力押注</strong></p>
<h2>下跌原因</h2>
<p>Seaport Research 的分析師在週二將 Oklo 股票評級從買入下調至中性。該公司指出其高估值和缺乏實質性收入，抑制了該領域的情緒。</p>
<p>高盛分析師 Brian Lee 在週三對 Oklo 開始覆蓋，給予中性評級和 117 美元的目標價，給該股票增加了賣壓。</p>
<p>隨着投資者將資金轉向更具防禦性的股票並鎖定近期反彈的利潤，NuScale 和 Nano Nuclear 的股票也出現下跌。</p>
<h2>買入回調？</h2>
<p>SMR（小型模塊化反應堆）股票的當前回調可以被視為買入機會。高盛強調了該行業的幾個未來催化劑和潛在上行空間。</p>
<p>該公司指出，AI 數據中心對電力的需求似乎是無止境的，這些數據中心正在尋求可靠、清潔的電力來源，如核能。</p>
<p>與傳統核反應堆相比，SMR 提供了多種優勢，包括緊湊和模塊化的結構，能夠靈活擴展。</p>
<p>高盛還強調了 SMR 組件，旨在簡化工廠環境中的製造，這可以簡化生產和部署。</p>
<h2>特朗普的核能支持</h2>
<p>核能領域受益於政治支持，尤其是在特朗普政府期間，該政府推動核能合作和技術交易。</p>
<p>在 2025 年 5 月，<strong>唐納德·特朗普</strong> 總統簽署了多項行政命令，以振興美國核能領域，設定目標到 2050 年將核能發電能力從目前約 100 GW 提高到 400 GW。</p>
<p>其中一項命令特別指示快速推進尖端核技術，如 SMR，通過協調國防部和能源部的倡議，並使鈾和鈈的庫存可用於回收成核燃料。</p>
<h2>結論</h2>
<p>SMR 和核相關股票的回調可以被視為買入機會，因為該行業有顯著的順風因素，包括巨大的電力需求和強大的政治支持。</p>
<p>投資者必須決定這些順風因素是否已經被市場定價，或者核能行業是否還有更多的上行空間。</p>
<ul>
<li><strong>Plug Power、FuelCell、Bloom Energy 在 AI 熱潮與氫能結合時激增</strong></li>
</ul>
<p><em>照片來源：Shutterstock</em></p>

<p>核能股票，包括 Oklo、NuScale 和 Nano Nuclear，在經歷了顯著的漲幅後出現回調，這歸因於市場輪動和分析師的評級下調。Seaport Research 的分析師將 Oklo 的評級從買入下調至中性，理由是其估值過高且缺乏收入。高盛對 Oklo 的覆蓋評級為中性，目標價為 117 美元。儘管出現回調，但由於對核能的未來需求強勁，特別是對人工智能數據中心的需求，以及該行業的政治支持，這一回調可能提供了買入機會。投資者必須評估潛在的上漲空間是否已經反映在當前價格中</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>核能股票在週四出現下跌——這次回調是否是市場上最熱門領域的買入機會？</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>在這裏查看實時價格走勢。</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>（納斯達克：OKLO）、<strong>NuScale Power Corp.</strong>（納斯達克：SMR）和 <strong>Nano Nuclear Energy, Inc.</strong>（納斯達克：NNE）的股票在近期大幅上漲後出現回調，原因是市場從投機性領域輪換、分析師評級以及在廣泛上漲後的獲利了結。</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>另請閲讀：</strong> <strong>Rigetti、D-Wave、IonQ 將顛覆一切——專家全力押注</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 的分析師在週二將 Oklo 股票評級從買入下調至中性。該公司指出其高估值和缺乏實質性收入，抑制了該領域的情緒。</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>高盛分析師 Brian Lee 在週三對 Oklo 開始覆蓋，給予中性評級和 117 美元的目標價，給該股票增加了賣壓。</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>隨着投資者將資金轉向更具防禦性的股票並鎖定近期反彈的利潤，NuScale 和 Nano Nuclear 的股票也出現下跌。</p>
</div><h2>Buy The Dip?</h2>
<div class="lb-trans"><h2>買入回調？</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（小型模塊化反應堆）股票的當前回調可以被視為買入機會。高盛強調了該行業的幾個未來催化劑和潛在上行空間。</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>該公司指出，AI 數據中心對電力的需求似乎是無止境的，這些數據中心正在尋求可靠、清潔的電力來源，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>與傳統核反應堆相比，SMR 提供了多種優勢，包括緊湊和模塊化的結構，能夠靈活擴展。</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>高盛還強調了 SMR 組件，旨在簡化工廠環境中的製造，這可以簡化生產和部署。</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>核能領域受益於政治支持，尤其是在特朗普政府期間，該政府推動核能合作和技術交易。</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>唐納德·特朗普</strong> 總統簽署了多項行政命令，以振興美國核能領域，設定目標到 2050 年將核能發電能力從目前約 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>其中一項命令特別指示快速推進尖端核技術，如 SMR，通過協調國防部和能源部的倡議，並使鈾和鈈的庫存可用於回收成核燃料。</p>
</div><h2>The Takeaway</h2>
<div class="lb-trans"><h2>結論</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 和核相關股票的回調可以被視為買入機會，因為該行業有顯著的順風因素，包括巨大的電力需求和強大的政治支持。</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>投資者必須決定這些順風因素是否已經被市場定價，或者核能行業是否還有更多的上行空間。</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 熱潮與氫能結合時激增</strong></li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片來源：Shutterstock</em></p>
</div>

Oklo、NuScale 和 Nano Nuclear 的股票失去動力——現在是買入的時機嗎？