entrus Energy (LEU.US，卖出): 掌中游核燃料成为政策与地缘价量枢纽：LEU 牌照 稀缺龙头卡位全球增量周期 OKLO (OKLO.US，卖出): 高增长电力需求+政策核能复兴共振，微型快堆龙头处于商业 化冲刺阶段 新力量 New Force 第一上海研究部 research@firstshanghai.com 总第 4890 期 2025 年 10 月 27 日 星期一 研究观点 【公司研究】 Cameco（CCJ.US，买入）: 掌控铀能全产业链的全球领航者，盈利修复与产业红利共 振向上 【行业评论】 科技行业周报：算力景气持续，国产算力确定性逐步验证 数字货币周报 首次评级 | 公司 | 代码 | 评级 | 现价 | 目标价 | 上涨空间 | 25EPS | 26EPS | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | （港元） （港元） | (%) | （元） | （元） | | Cameco(美元） | CCJ | 买入 | 83.5 | 101 | 21.0% | 1.7 | 2.78 | | entru ...

Group 1 - The proposed rule by U.S. Energy Secretary Chris Wright aims to expedite the approval process for data center grid access to 60 days, a significant reduction from the current multi-year timeline [1] - Independent power producers are increasingly selling electricity to data centers, leading to stock price increases for companies such as Talen Energy (up 6.25%), Constellation Energy (up 6.4%), Vistra Energy (up 5.3%), and NRG Energy (up 4%) [1] - Nuclear power companies are also benefiting from the AI boom, with stock price increases for Oklo (up 9.1%), Centrus Energy (up 7.8%), Nuscale Power (up 0.45%), and NANO Nuclear Energy (up 4.35%) [1] Group 2 - Data centers can receive expedited approval if they include new power plants and agree to reduce electricity usage during peak demand periods [1] - If data centers are located near existing power plants, studies must be conducted to confirm the necessity of that power capacity for grid reliability [2] - Wright's plan aligns with President Trump's goals of revitalizing domestic manufacturing and promoting AI innovation, both of which require unprecedented electricity supply and significant investment in the U.S. power grid [2]

Key Points Bullish sentiment that has been fuelling the meteoric rise of Oklo's stock waned this week. With no revenue to show for it, the company's more than $20 billion valuation is making investors nervous. 10 stocks we like better than Oklo › Shares of Oklo (NYSE: OKLO) fell this week, down 16.2% as of 3:16 p.m. ET on Friday. The move comes as the S&P 500 gained 2.1% and the Nasdaq-100 gained 2.4%. After months of positive sentiment driven by projected power demand from artificial intelligence ...

We recently published 14 Stocks Jim Cramer Discussed As He Shared Insights For Nuclear And Quantum Stocks. Oklo Inc. (NYSE:OKLO) is one of the stocks Jim Cramer recently discussed. Oklo Inc. (NYSE:OKLO) came to Jim Cramer’s attention after a Financial Times report claimed that the firm had no revenue, binding contracts, or licenses for power plants. Calling the report “devastating,” Cramer discussed Oklo Inc. (NYSE:OKLO)’s future prospects: Jim Cramer Says Oklo (OKLO) Getting "It Right" Might Not Be Enou ...

Following the bull run, Oklo appears richly priced relative to its sector. Oklo’s price-to-book (P/B) ratio is on the order of 24x, vastly higher than the typical electric utilities' 2x median and slightly higher than its peer NuScale Power's (SMR) 20x.Valued at $18.5 billion by market cap, OKLO stock has been a market outlier in 2025. After trading in the low tens earlier in the year, the shares soared through the summer, up roughly 260% by July and on the order of 529% year-to-date (YTD) by now. Investors ...

Key Takeaways OKLO pursues an integrated model combining microreactor ownership, power sales, and fuel recycling.NANO Nuclear focuses on a diversified approach spanning microreactor design, fuel logistics, and services.OKLO's DOE partnerships offer credibility, while NNE's strong finances provide stability amid high risks.The race to commercialize small modular nuclear reactors (SMRs) is heating up, and at its forefront are two U.S.-based innovators, Oklo Inc. ((OKLO) and NANO Nuclear Energy ((NNE). Both ar ...

Key Points Oklo stock was up over 600% at its peak this year. The stock has sold off in recent weeks, but watch closely as Oklo is targeting a major breakthrough. 10 stocks we like better than Oklo › Shares of Oklo (NYSE: OKLO) are swinging wildly since hitting an all-time high of $193.84 per share on Oct. 15. Some investors are suddenly nervous and taking profits off the table after the nuclear energy stock's dizzying run-up in a short time, and shares have tumbled below $120 per share as of this ...

Core Viewpoint - Speculative trading has significantly influenced market volatility in October, affecting various asset classes, including traditionally stable sectors like energy and precious metals [1][2]. Energy Sector Analysis - Five breakout energy sector stocks are currently showing strong upward momentum, with scores of at least 98 on the Benzinga Edge Momentum scale [2]. - Oklo Inc. (NASDAQ:OKLO) has a momentum score of 99.38, despite reporting no profits and a wider-than-expected loss of 18 cents per share in Q2 2025. The stock has increased over 90% in the last three months, supported by a partnership with the U.S. Department of Energy [3][5]. - Energy Fuels Inc. (NASDAQ:UUUU) has a momentum score of 98.45 and has seen its stock rise over 300% year-to-date. However, it reported revenue more than 60% below expectations in Q2 2025 [6][8]. - Bloom Energy Corp. (NYSE:BE) has a momentum score of 99.67 and reported $1.6 billion in annual sales, with positive earnings of $0.10 EPS in Q2 2025. The stock surged due to a partnership with Brookfield Renewable Partners [9][11]. - Centrus Energy Corp. (NYSE:LEU) has a momentum score of 98.93 and reported over $430 million in sales last year, with its stock up more than 350% year-to-date. Despite a recent pullback, the long-term trend remains strong [12][13][15]. - Amprius Technologies Inc. (NYSE:AMPX) has a momentum score of 99.39 and reported $24 million in sales in 2024. The stock is up over 300% year-to-date, although it has seen a 5% decline in October [16][18].

We recently published Market Shockers: 10 Stocks Collapse by Double Digits. Oklo Inc. (NYSE:OKLO) is one of the best performers on Wednesday. Oklo extended its losing streak to a third straight day on Wednesday, shedding 13.86 percent to close at $120.12 apiece following criticisms from the Financial Times which profiled the company as a $20 billion nuclear startup without any revenues. The piece came after a whopping 500 percent jump in its  share prices over the past year, buoyed by the artificial inte ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Former hedge fund manager and renowned CNBC TV host Jim Cramer is sounding the alarm on certain speculative pockets of the market, urging investors to sell into the “snapback” momentum if they haven’t already done so. Speculators Will ‘Not Go Down Without A Fight’ On Tuesday, Cramer cautioned investors that certain speculative plays in quantum computing, data centers, and nuclear energy, alongside gold an ...