$奥玛特科技(ORA)$ 和核能里的BXWT有点像，有想象空间很大的新技术探索，也有老树新花的传统业务，都盈利估值不低也不太高

Q&A

Noah Kaye, Oppenheimer & Co. Inc.: Asked for an update on PPA negotiations with hyperscalers and data centers. Doron Blachar responded that negotiations are in the final stages and "we're very close to finishing them in the next couple of months."Justin Clare, ROTH Capital Partners: Inquired about Electricity segment gross margins for Q4 and 2026. Blachar indicated Q4 is usually stronger, with curtailments lessening and improvements expected: "Q4 is usually much stronger than Q3 and Q2. So, we do expect a higher gross margin in Q4 versus Q3."Mark Strouse, JPMorgan: Asked about EGS pilot timelines and impact on 2028 targets. Blachar noted it's "a bit aggressive to assume that EGS will have an impact" by 2028, citing technological challenges.Julien Dumoulin-Smith, Jefferies LLC: Queried about EGS project scale. Blachar replied, "The megawatts that can be developed are significant. It can be in the hundreds of megawatts."