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Bloom Energy Corp

262.28

-18.2200-6.50%

盘后：259.27-3.0148-1.15%19:59 EDT

成交量：1,403.19万

成交额：36.91亿

市值：772.49亿

市盈率：340.62

高：275.99

开：275.33

低：257.76

收：280.50

52周最高：351.28

52周最低：75.70

股本：2.95亿

流通股本：2.77亿

量比：1.28

换手率：5.07%

股息：- -

股息率：- -

每股收益(TTM):0.7700

每股收益(LYR):-0.3679

净资产收益率：22.21%

总资产收益率：5.60%

市净率：47.92

市盈率(LYR):-712.99

数据加载中...

总览公司新闻资讯公告

Bloom Energy股价上涨，此前该公司驳斥了Hunterbrook的指控，并为供应链辩护

异动解读｜Bloom Energy盘前上涨3.43%，做空报告冲击后延续修复反弹

异动解读｜Bloom Energy夜盘上涨3.03%，做空报告冲击后盘后反弹修复

期权大单 | 英伟达Call成交放量；阿里大涨超11%吸引看多资金；BE遭做空狙击看跌押注升温

老虎资讯综合

Hunterbrook发布积压订单报告后，Bloom Energy股价下跌

异动解读｜Bloom Energy盘中下跌3.42%，杰富瑞持有评级持续施压触发获利回吐延续

异动解读｜Bloom Energy盘前下跌3.55%，杰富瑞持有评级持续施压触发获利回吐延续

异动解读｜Bloom Energy盘中下跌3.94%，杰富瑞上调目标价但维持持有评级引发获利回吐

异动解读｜Bloom Energy盘前下跌4.29%，杰富瑞上调目标价但维持持有评级引发获利回吐

异动解读｜Bloom Energy夜盘下跌3.07%，杰富瑞上调目标价但维持持有评级引发获利回吐

异动解读｜Bloom Energy盘中上涨3.1%，AI电力合作扩容至250亿美元持续提振

异动解读｜Bloom Energy盘前上涨3.3%，AI电力合作扩容至250亿美元持续提振

Brookfield与Bloom Energy将AI基础设施合作伙伴关系扩大至250亿美元为AI基础设施快速供电的建设和融资规模激增五倍

异动解读｜Bloom Energy夜盘上涨3.7%，AI电力合作扩容至250亿美元持续提振

美股夜盘｜迈威尔科技跌超3%；康宁跌超4%；闪迪跌超3%，希捷科技跌近3%

老虎资讯综合

异动解读 | 瑞银上调目标价叠加AI电力合作扩大，Bloom Energy盘中大涨5.02%

异动解读｜Bloom Energy盘中上涨3.12%，UBS上调目标价叠加AI电力合作扩至250亿美元

异动解读｜Bloom Energy盘前下跌4.79%，报281.38美元

异动解读｜Bloom Energy夜盘下跌3.39%，报279.68美元

异动解读｜Bloom Energy盘后上涨3.02%，UBS上调目标价叠加AI电力合作扩至250亿美元

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Energy盘前上涨3.43%，报263.35美元/股，成交额896.95万美元。消息面上，当日做空机构Hunterbrook发布报告，质疑公司5吉瓦产能所需氧化钪约220吨，接近全球年供应总量240吨，并对营收增速及核心客户甲骨文项目许可进度提出质疑，盘中股价一度跌超12%，最终收跌5.67%。盘前股价延续反弹修复走势，系急跌后的技术性回补。此前公司与布鲁克菲尔德将AI电力合作框架扩容至250亿美元，基本面利好格局未改。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1150129545","title":"异动解读｜Bloom Energy夜盘上涨3.03%，做空报告冲击后盘后反弹修复","url":"https://stock-news.laohu8.com/highlight/detail?id=1150129545","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1150129545?lang=zh_cn&edition=fundamental","pubTime":"2026-07-09 15:29","pubTimestamp":1783582155,"startTime":"0","endTime":"0","summary":"7月9日，Bloom Energy夜盘上涨3.03%，报261.99美元/股，成交额1827.67万美元。消息面上，当日盘中做空机构Hunterbrook发布报告，质疑公司5吉瓦产能所需氧化钪约220吨，接近全球年供应总量240吨，并对营收增速及核心客户甲骨文项目许可进度提出质疑，盘中股价一度跌超12%，最终收跌5.67%。夜盘股价出现反弹，系盘中急跌后的修复走势。此前公司与布鲁克菲尔德将AI电力合作框架扩容至250亿美元，基本面利好格局未改。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1190870042","title":"期权大单 | 英伟达Call成交放量；阿里大涨超11%吸引看多资金；BE遭做空狙击看跌押注升温","url":"https://stock-news.laohu8.com/highlight/detail?id=1190870042","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190870042?lang=zh_cn&edition=fundamental","pubTime":"2026-07-09 12:52","pubTimestamp":1783572737,"startTime":"0","endTime":"0","summary":"期权市场总成交量58,470,563张合约，其中看涨期权占比56%。$英伟达$当前股价对应未来12个月预期市盈率约为18倍，为2019年初以来最低水平。7月10日到期的110美元的行权看涨期权交易量特别高，共有16,188份合约交易。该报告还对Bloom Energy的营收增速提出质疑，称公司的大多数营收来自其与布洛克菲尔德共同拥有的合资企业。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AVGW","DIPS","NVDB","NVYY","BABA","BABX","AVS","BABO","NVDS","NVDL","AVL","BABW","AVGG","NVII","NVD","AVGX","NVDQ","07788","BEZ","BEX","NVDG","BBYY","ANV","NVDU","AVGU","BEG","07388","NVDD","NVDY","NVDO","KBAB","NVDW","AVGO","BE","NVDA","NVDX","BABU"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2650918072","title":"Hunterbrook发布积压订单报告后，Bloom Energy股价下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2650918072","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2650918072?lang=zh_cn&edition=fundamental","pubTime":"2026-07-09 02:30","pubTimestamp":1783535421,"startTime":"0","endTime":"0","summary":"——Bloom Energy** 计入本交易日涨幅，BE今年以来累计上涨180.67%","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260708:nL4T43A1L9:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IBAT","EGGY","CNRG","ICLN","BK4541","LU0823414551.USD","VCLN","LU2249611893.SGD","SMOG","LU1815336760.USD","LU0444973449.USD","SIMS","BEX","IE0009354923.USD","LU0823414478.USD","LU2294711713.HKD","LU2357125470.USD","UPGR","LU2543165471.USD","HYDR","LU0957808578.USD","BK4585","BK4182","LU0444971666.USD","LU1064131342.USD","LU1642822529.SGD","LU2506951792.HKD","LU0476273544.USD","FRNW","LU1988902786.USD","BEZ","BK4588","VTWG","BE","LU2264538146.SGD","BEG","CTEC","ZAP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1157516619","title":"异动解读｜Bloom Energy盘中下跌3.42%，杰富瑞持有评级持续施压触发获利回吐延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1157516619","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157516619?lang=zh_cn&edition=fundamental","pubTime":"2026-07-08 21:39","pubTimestamp":1783517954,"startTime":"0","endTime":"0","summary":"7月8日，Bloom Energy盘中下跌3.42%，报256.55美元/股，成交额3.23亿美元。消息面上，杰富瑞此前将Bloom Energy目标价从207美元上调至246美元，但维持持有评级，该目标价显著低于当前股价及市场一致预期的298.66美元，释放出估值偏高信号，获利回吐压力持续发酵。此前，Bloom Energy因与布鲁克菲尔德将AI电力合作框架从50亿美元大幅扩容至250亿美元，股价连续大幅上涨。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1153389804","title":"异动解读｜Bloom Energy盘前下跌3.55%，杰富瑞持有评级持续施压触发获利回吐延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1153389804","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153389804?lang=zh_cn&edition=fundamental","pubTime":"2026-07-08 16:24","pubTimestamp":1783499080,"startTime":"0","endTime":"0","summary":"7月8日，Bloom Energy盘前下跌3.55%，报260.5美元/股，成交额635.64万美元。消息面上，杰富瑞此前将Bloom Energy目标价从207美元上调至246美元，但维持持有评级，该目标价显著低于当前股价及市场一致预期的298.66美元，释放出估值偏高信号，获利回吐压力持续发酵。此前，Bloom Energy因与布鲁克菲尔德将AI电力合作框架从50亿美元大幅扩容至250亿美元，股价连续大幅上涨。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110610696","title":"异动解读｜Bloom Energy盘中下跌3.94%，杰富瑞上调目标价但维持持有评级引发获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1110610696","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110610696?lang=zh_cn&edition=fundamental","pubTime":"2026-07-07 21:33","pubTimestamp":1783431191,"startTime":"0","endTime":"0","summary":"7月7日，Bloom Energy盘中下跌3.94%，报281.73美元/股，成交额1.84亿美元。消息面上，杰富瑞将Bloom Energy目标价从207美元上调至246美元，但维持持有评级，该目标价显著低于当前股价及市场一致预期的298.66美元，释放出估值偏高信号。此前，Bloom Energy因与布鲁克菲尔德将AI电力合作框架从50亿美元大幅扩容至250亿美元，股价连续大幅上涨。瑞银虽将目标价上调至350美元并维持买入，但杰富瑞的持有评级叠加远低于市价的目标价，触发部分投资者在前期快速拉升后获利了结。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186262626","title":"异动解读｜Bloom Energy盘前下跌4.29%，杰富瑞上调目标价但维持持有评级引发获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1186262626","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186262626?lang=zh_cn&edition=fundamental","pubTime":"2026-07-07 16:01","pubTimestamp":1783411278,"startTime":"0","endTime":"0","summary":"7月7日，Bloom Energy盘前下跌4.29%，报286.4美元/股，成交额10.24万美元。消息面上，杰富瑞将Bloom Energy目标价从207美元上调至246美元，但维持持有评级，该目标价显著低于当前股价及市场一致预期的298.66美元，释放出估值偏高信号。此前，Bloom Energy因与布鲁克菲尔德将AI电力合作框架从50亿美元扩容至250亿美元，股价连续大幅上涨。瑞银虽将目标价上调至350美元并维持买入，但杰富瑞的持有评级叠加远低于市价的目标价，或触发部分投资者在前期快速拉升后获利了结。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1113842126","title":"异动解读｜Bloom Energy夜盘下跌3.07%，杰富瑞上调目标价但维持持有评级引发获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1113842126","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113842126?lang=zh_cn&edition=fundamental","pubTime":"2026-07-07 11:23","pubTimestamp":1783394592,"startTime":"0","endTime":"0","summary":"7月7日，Bloom Energy夜盘下跌3.07%，报286.0美元/股，成交额464.43万美元。消息面上，杰富瑞将Bloom Energy目标价从207美元上调至246美元，但维持持有评级，该目标价显著低于当前股价及市场一致预期的298.66美元，释放出估值偏高信号。此前，Bloom Energy因与布鲁克菲尔德将AI电力合作框架从50亿美元扩容至250亿美元，股价连续大幅上涨。瑞银虽将目标价上调至350美元并维持买入，但杰富瑞的持有评级叠加远低于市价的目标价，或触发部分投资者在前期快速拉升后获利了结。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1165820453","title":"异动解读｜Bloom Energy盘中上涨3.1%，AI电力合作扩容至250亿美元持续提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1165820453","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1165820453?lang=zh_cn&edition=fundamental","pubTime":"2026-07-06 21:30","pubTimestamp":1783344633,"startTime":"0","endTime":"0","summary":"7月6日，Bloom Energy盘中上涨3.1%，报278.7美元/股，成交额1.02亿美元。消息面上，Bloom Energy此前与布鲁克菲尔德资产管理公司宣布，双方为AI基础设施提供电力的合作框架已从50亿美元大幅扩容至250亿美元，增幅达五倍。此次合作进一步巩固了Bloom Energy作为AI数据中心现场供电核心方案商的定位，叠加此前公司在怀俄明州获得约26.5亿美元、期限20年的长期合同，基本面利好持续释放。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123486124","title":"异动解读｜Bloom Energy盘前上涨3.3%，AI电力合作扩容至250亿美元持续提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1123486124","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123486124?lang=zh_cn&edition=fundamental","pubTime":"2026-07-06 16:00","pubTimestamp":1783324831,"startTime":"0","endTime":"0","summary":"7月6日，Bloom Energy盘前上涨3.3%，报282.94美元/股，成交额35.83万美元。消息面上，Bloom Energy此前与布鲁克菲尔德资产管理公司宣布，双方为AI基础设施提供电力的合作框架已从50亿美元大幅扩容至250亿美元，增幅达五倍。此次合作进一步巩固了Bloom Energy作为AI数据中心现场供电核心方案商的定位，叠加此前公司在怀俄明州获得约26.5亿美元、期限20年的长期合同，基本面利好持续释放。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1109170115","title":"Brookfield与Bloom Energy将AI基础设施合作伙伴关系扩大至250亿美元 为AI基础设施快速供电的建设和融资规模激增五倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1109170115","media":"投资观察","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1109170115?lang=zh_cn&edition=fundamental","pubTime":"2026-07-06 15:45","pubTimestamp":1783323942,"startTime":"0","endTime":"0","summary":"Brookfield Corp与Bloom Energy Corp宣布，双方在人工智能基础设施领域的合作伙伴关系已大幅扩展至250亿美元。这一合作旨在为快速发展的AI基础设施提供急需的电力解决方案，其建设和融资规模较之前激增了五倍。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4135","LU0823414551.USD","LU1815336760.USD","BE","CTEC","LU0823414478.USD","LU2543165471.USD","IE0009354923.USD","LU2249611893.SGD","SIMS","IE00B3S45H60.SGD","IBAT","FRNW","LU1988902786.USD","LU0444971666.USD","VCLN","LU0476273544.USD","VTWG","ZAP","LU0957808578.USD","EGGY","CNRG","LU2357125470.USD","BK4585","ICLN","BEG","IE00B775SV38.USD","BEZ","BK4588","SMOG","BK4182","LU0444973449.USD","LU2264538146.SGD","LU2506951792.HKD","UPGR","HYDR","LU2294711713.HKD","LU1642822529.SGD","BEX","BK4541","LU1064131342.USD","BN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1172349049","title":"异动解读｜Bloom Energy夜盘上涨3.7%，AI电力合作扩容至250亿美元持续提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1172349049","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172349049?lang=zh_cn&edition=fundamental","pubTime":"2026-07-06 08:00","pubTimestamp":1783296043,"startTime":"0","endTime":"0","summary":"7月6日，Bloom Energy夜盘上涨3.7%，报284.0美元/股，成交额17.79万美元。消息面上，Bloom Energy此前与布鲁克菲尔德资产管理公司宣布，双方为AI基础设施提供电力的合作框架已从50亿美元大幅扩容至250亿美元，增幅达五倍。此次合作进一步巩固了Bloom Energy作为AI数据中心现场供电核心方案商的定位，叠加此前公司在怀俄明州获得约26.5亿美元、期限20年的长期合同，基本面利好持续释放，市场对公司未来增长前景保持乐观预期。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175677661","title":"美股夜盘｜迈威尔科技跌超3%；康宁跌超4%；闪迪跌超3%，希捷科技跌近3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175677661","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175677661?lang=zh_cn&edition=fundamental","pubTime":"2026-07-03 08:14","pubTimestamp":1783037692,"startTime":"0","endTime":"0","summary":"芯片股下跌，三倍做多半导体ETF-Direxion Daily跌5.17%，ARM Holdings跌3.38%，联电跌3.15%，迈威尔科技跌3.12%，Cerebras Systems跌2.72%，英特尔、应用材料跌2.43%，美国超微公司跌1.97%。存储芯片股下跌，Roundhill Memory ETF跌5.07%，西部数据跌3.80%，闪迪跌3.50%，希捷科技跌2.97%，美光科技跌2.96%，其中，闪迪受Anthropic自研AI芯片消息拖累半导体板块影响。光通信股下跌，康宁跌4.35%，Applied Optoelectronics Inc.跌4.09%，AXT Inc跌3.92%，Credo Technology Group Holding Ltd跌2.89%，Coherent跌2.79%，Lumentum Holdings Inc.跌2.62%，其中，AXT Inc与Coherent签署主开发与供应协议消息受到关注。","market":"us","thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e2482c489456454bb2227ec34bbeb7d8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WDC","SNDC","MUU","IREZ","BE","NEBX","SNDU","AMDG","AMDD","BEZ","NIO","KBDU","UMC","AMUU","MRVL","IRE","NIOG","XPEV","BIDG","LITX","INTC","IREN","GLW","COHR","AXTI","ARMW","LITE","AMDL","BEX","STX","ARM","CRWV","IREX","AMD","COHX","CBRS","DLLL","MVLL","IREG","AMDW","MU","DAMD","DRAM","CRDU","PDD","AMDY","WDCX","NBIS","CRWG","GLWG","NBIZ","CRDO","CWII","BEG","SNDQ","SNDK","SNXX","AMDU","PDDL","AMYY","NBIL","LINT","CWVX","MRVU","MULL","KPDD","SOXL","AAOI","DELL","ARMU","YINN","NOK","SNDG","AMAT","BIDU","CRWU","LNOK","MUD","XPEG","ARMG","INTW","CORD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1154883285","title":"异动解读 | 瑞银上调目标价叠加AI电力合作扩大，Bloom Energy盘中大涨5.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154883285","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154883285?lang=zh_cn&edition=fundamental","pubTime":"2026-07-02 22:15","pubTimestamp":1783001707,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp今日盘中大涨5.02%，引起了市场的广泛关注。消息面上，瑞银将Bloom Energy的目标价从322美元上调至350美元，并维持买入评级，这一积极的评级调整增强了市场对该公司未来前景的信心。同时，公司此前宣布与布鲁克菲尔德资产管理公司的AI电力项目融资合作规模从50亿美元大幅扩大至250亿美元，五倍扩容旨在加速其固体氧化物燃料电池技术在全球AI数据中心供电领域的部署。该合作隶属于布鲁克菲尔德AI基础设施基金，目标部署规模达1000亿美元，进一步巩固了Bloom Energy作为AI数据中心核心电力供应商的市场地位。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1192761987","title":"异动解读｜Bloom Energy盘中上涨3.12%，UBS上调目标价叠加AI电力合作扩至250亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1192761987","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192761987?lang=zh_cn&edition=fundamental","pubTime":"2026-07-02 22:02","pubTimestamp":1783000945,"startTime":"0","endTime":"0","summary":"7月2日，Bloom Energy盘中上涨3.12%，报300.03美元/股，成交额6.86亿美元。消息面上，瑞银将Bloom Energy目标价从322美元上调至350美元，维持买入评级。该合作隶属于布鲁克菲尔德AI基础设施基金，目标部署规模达1000亿美元，进一步巩固了Bloom Energy作为AI数据中心核心电力供应商的市场地位。Bloom Energy是全球领先的固体氧化物燃料电池系统制造商，主要为数据中心、半导体制造等关键业务提供分布式电源解决方案，并从长期服务协议中获取经常性收入。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1115328620","title":"异动解读｜Bloom Energy盘前下跌4.79%，报281.38美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1115328620","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1115328620?lang=zh_cn&edition=fundamental","pubTime":"2026-07-02 16:01","pubTimestamp":1782979301,"startTime":"0","endTime":"0","summary":"7月2日，Bloom Energy盘前下跌4.79%，报281.38美元/股，成交额373.84万美元。Bloom Energy所在的重型电气设备行业中，个股普遍承压，其中GE Vernova跌0.95%，Forgent Power跌1.82%，INNIO Holding持平，NuScale Power跌0.39%，X-Energy跌0.54%。Bloom Energy是全球领先的固体氧化物燃料电池系统制造商，主要为数据中心、半导体制造等关键业务提供分布式电源解决方案，并从长期服务协议中获取经常性收入。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1172405603","title":"异动解读｜Bloom Energy夜盘下跌3.39%，报279.68美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1172405603","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172405603?lang=zh_cn&edition=fundamental","pubTime":"2026-07-02 14:27","pubTimestamp":1782973637,"startTime":"0","endTime":"0","summary":"7月2日，Bloom Energy夜盘下跌3.39%，报279.68美元/股，成交额2575.58万美元。Bloom Energy所在的重型电气设备行业中，个股普遍承压，其中GE Vernova跌0.86%，Forgent Power持平，INNIO Holding持平，NuScale Power跌1.18%，X-Energy跌0.38%。Bloom Energy是全球领先的固体氧化物燃料电池系统制造商，主要为数据中心、半导体制造等关键业务提供分布式电源解决方案，并从长期服务协议中获取经常性收入。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1151534892","title":"异动解读｜Bloom Energy盘后上涨3.02%，UBS上调目标价叠加AI电力合作扩至250亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1151534892","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1151534892?lang=zh_cn&edition=fundamental","pubTime":"2026-07-02 06:44","pubTimestamp":1782945872,"startTime":"0","endTime":"0","summary":"7月2日，Bloom Energy盘后上涨3.02%，报298.25美元/股，成交额4412.62万美元。消息面上，瑞银将Bloom Energy目标价从322美元上调至350美元，维持买入评级。该合作隶属于布鲁克菲尔德AI基础设施基金，目标部署规模达1000亿美元，进一步巩固了Bloom Energy作为AI数据中心核心电力供应商的市场地位。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":13,"totalSize":400,"code":"91000000","status":"200"}]}}