$OKLO · Schwab Network · 2026-10-27
OKLO 作为可服务数据中心的小型模块化核反应堆案例，经济机会巨大，但远未成熟，必须在被广泛认知之前买入。该股波动大，可能五到七年内都不会产生现金流；从 25 美元起，说话者坚信它将在四年内成为 100 美元的股票。
逐段跳播
在核能领域，我们看好小型、统一的核电，比如以“OKLO”公司为例。Oklo 就是一个很好的例子。你有机会与这些大型数据中心合作，或满足其他需求，并且有能力把小型、标准化的核反应堆部署在需求地点附近，以前所未有的方式满足这一需求。
当你能够做到这一点时，这无疑会创造出巨大的经济机会。距离真正发展成熟，我们还有很长的路要走，但你需要在它变得众所周知、人人可用之前就投资。
In the world of nuclear energy, we believe in small, unified nuclear power , such as the " OKLO" company as an example. Oklo is a good example. You have the opportunity to partner with these large data centers or meet other needs, and the ability to place small, standardized nuclear reactors near demand sites, and meet that need in a way that has never happened before.
When you are able to do that, it undoubtedly creates a tremendous economic opportunity. We still have a long way to go before this is developed, but you need to invest before it becomes known and available to everyone.
这只股票从5美元涨到52周高点152美元，但随后又跌回25美元。当它下跌80%时，这算是一个绝佳的机会吗？当然，这些股票会基于预期和风险状况而波动，因为它们未来几年——也许是五年或七年——都不会产生现金流。
所以，关键在于预测未来的价值会是多少。这意味着它总会波动，你需要确保选对机会；但如果你是从25美元的价格买入的投资者，我们坚信它会在未来四年内成为一只100美元的股票。
Well, this stock rose from $5 to a 52-week high of $152, but then fell back down to $25. Is it a great opportunity when it drops by 80%? Certainly, these stocks will move based on expectations and risk profile, as they will not generate cash flows for several years, perhaps five or seven years.
So, it's about predicting what the future value will be. This means it will always be volatile, and you need to make sure you pick the right opportunities, but if you're an investor from a price of 25, we strongly believe it will be a $100 stock within the next four years.