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183***7873
#Oklo核能供电布局距离商业化还有多远？ ⚠️不构成投资建议
OKLO：
• 示范堆（INL）预计2028并网，小规模供电落地；Meta数据中心核电项目预计2030起步规模化供电
• 利好：拿到NRC设计准则批复、Meta框架意向、同位素业务可更早变现
• 卡点：无商用运营执照、HALEU燃料紧缺、先进堆工期易延期，多数协议只是框架而非正式购电合同
一句话：小示范2年左右，AI数据中心规模化供电至少4年，审批和燃料是最大变量。
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