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蓝莓素
#Oklo核能供电布局距离商业化还有多远?
Oklo现在的状态就很魔幻:主业是发电,但一毛电费都没收过,全靠卖同位素打零工续命;2028年才有望通电,相当于你现在点外卖,商家说2028年送达,还得先过审批、筹钱、盖厂三关。ARK还在加仓,说明这已经不是投资了,这是信仰充值。11月6号财报前瞻:亏是肯定的,关键就看饼画得圆不圆,现金还能烧几个季度。
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