Core Insights - Oklo held the groundbreaking ceremony for its first Aurora power plant, which is expected to generate critical operational data essential for converting numerous letters of intent and memorandums of understanding into actual projects [1] - Seaport analyst Jeff Campbell downgraded Oklo's stock rating from "Buy" to "Neutral" due to current valuation concerns, despite recognizing the positive aspects of the company's business development [2] Group 1 - The Aurora power plant will have a capacity of 75 MW and is anticipated to collect data that will not negatively impact Oklo's independent COLA licensing application with the nuclear regulatory commission [1] - Oklo's stock has seen a significant increase, rising nearly sevenfold year-to-date and 1600% over the past year, driven by heightened enthusiasm for the nuclear energy sector [1] Group 2 - Concerns were raised by U.S. Senator Edward Markey regarding Energy Secretary Chris Wright's potential conflicts of interest due to his previous role on Oklo's board [2]
Seaport：Oklo(OKLO.US)暴涨后估值偏高，下调评级至“中性”