高盛最新研报:Oklo 中性评级,SMR 核能先锋的机会与风险 episode artwork

EPISODE · Sep 29, 2025 · 5 MIN

高盛最新研报:Oklo 中性评级,SMR 核能先锋的机会与风险

from 左兜进右兜

今天解读一份最新的研报。时间是 2025 年 9 月 24 日,机构是 高盛 Goldman Sachs,报告题目是: 《Oklo Inc. (OKLO): A catalyst-rich nuclear SMR technology pioneer, but valuation appears full》。研报共36页。高盛首次覆盖美国核能公司 Oklo (OKLO),给予 中性评级(Neutral),目标价 117 美元,相较当前股价有约 11% 下行空间。如果你搞研究需要英文原文,需支付26RMB解锁原文PDF。微信号:Right_pocket090,感谢理解。本期内容:主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文,模型技术研报,模型交易日志,欢迎加入我的知识星球圈子,《左兜进右兜/美股策略》在小宇宙查看该单集文稿

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高盛最新研报:Oklo 中性评级,SMR 核能先锋的机会与风险

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