目前持仓OKLO、C_老虎社区_美港股上老虎

请叫我瞳哥
05-01

目前持仓OKLO、CRML，分享下核心看多逻辑：

OKLO是AI+SMR核电核心标的，AI数据中心刚需稳定零碳电力，绑定英伟达、Meta，美国政策扶持、现金充足，商业化临近兑现，赛道稀缺资金抱团。

CRML稀土+欧洲锂矿双主线，卡位欧美新能源资源自主供应链，项目资质落地+收购扩容，小市值高弹性，估值有重估上涨空间。

CRML在周三发出价格下跌就是买入的区间，周四就马上反弹。继续持有

OKLO，第一目标90美元，第二目标是100美元以上，短期的回撤就是买入点。

$Oklo Inc.(OKLO)$

# 美伊僵局难解！油价继续冲高？黄金能否入手？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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CareyDunlop
·05-01
OKLO这逻辑挺硬，AI+核电确实稀缺。
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我是你的好朋友
·05-01
严重同意！！！
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