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Bloom Energy Corp

262.28

-18.2200-6.50%

盘前：254.05-8.2300-3.14%07:05 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

异动解读｜Bloom Energy盘中下跌4.71%，董事减持落地叠加前期涨幅持续获利回吐

异动解读｜Bloom Energy盘前下跌3.24%，董事减持落地叠加前期涨幅持续获利回吐

异动解读｜Bloom Energy盘中上涨4.35%，连续回调后企稳反弹多重基本面利好提供支撑

异动解读｜Bloom Energy盘前上涨3.23%，连续回调后企稳反弹多重基本面利好提供支撑

异动解读｜Bloom Energy夜盘上涨3.01%，连续回调后企稳反弹基本面多重利好提供支撑

异动解读｜Bloom Energy盘中下跌3.05%，董事减持落地叠加前期涨幅持续获利回吐

异动解读｜Bloom Energy盘前下跌3.07%，董事减持落地叠加前期涨幅持续获利回吐

异动解读｜Bloom Energy夜盘下跌3.46%，董事减持落地叠加前期涨幅持续获利回吐

异动解读｜Bloom Energy盘后下跌3.54%，董事减持落地叠加前期涨幅持续获利回吐

异动解读｜Bloom Energy盘中下跌4.64%，董事减持落地叠加前期涨幅获利回吐

异动解读｜Bloom Energy盘前下跌3.44%，董事减持落地叠加前期涨幅获利回吐

异动解读｜Bloom Energy夜盘下跌3.38%，董事减持落地叠加前期涨幅获利回吐

异动解读｜Bloom Energy盘前下跌3.1%，董事关联方减持落地叠加前期涨幅获利回吐

Form 4 | Bloom Energy Corp 董事 John T Chambers 通过10b5-1计划减持5.5万股

异动解读｜Bloom Energy盘中下跌4.32%，董事关联方减持计划叠加前期涨幅获利回吐

“AI尽头是电力”叙事主轴转向燃料电池! NIMBY助Bloom Energy(BE.US)吞噬数据中心“供电红利”

异动解读 | 瑞银上调目标价、CEO积极表态及与甲骨文协议等多重利好推动，Bloom Energy盘中大涨5.08%

异动解读｜Bloom Energy盘中上涨3.38%，瑞银上调目标价叠加CEO积极表态提振市场信心

异动解读｜Bloom Energy盘前上涨3.03%，瑞银上调目标价叠加CEO表态提振市场信心

Bloom Energy(BE.US)股价两个月翻倍！CEO淡定表态：六个月收回工厂成本暂无卖股融资计划

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Chambers于5月28日通过10b5-1预设计划出售55,000股普通股，成交均价约297.69美元/股，减持已实际落地。此外，Bloom Energy此前因与Nebius签署最高价值26亿美元长期燃料电池供电协议，股价一度升至320美元上方，近期持续获利回吐，内部减持落地与高位锁定利润形成双重压力。同行业个股中，NuScale Power跌1.21%、NANO Nuclear Energy跌1.38%、X-Energy跌0.75%，板块整体偏弱。","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":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1192720259","title":"异动解读｜Bloom Energy盘中上涨4.35%，连续回调后企稳反弹多重基本面利好提供支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=1192720259","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192720259?lang=zh_cn&edition=fundamental","pubTime":"2026-06-09 21:37","pubTimestamp":1781012234,"startTime":"0","endTime":"0","summary":"6月9日，Bloom Energy盘中上涨4.35%，报266.935美元/股，成交额2.23亿美元，此前连续回调后出现明显反弹。消息面上，公司股价此前因董事John T Chambers通过10b5-1计划减持55,000股叠加获利回吐，从320美元上方持续回调至254美元附近，短期抛压释放较为充分。同行业个股中，GE Vernova跌0.73%、NuScale Power跌0.36%、NANO Nuclear Energy跌0.19%，Bloom Energy逆势领涨。","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":"1191982582","title":"异动解读｜Bloom Energy盘前上涨3.23%，连续回调后企稳反弹多重基本面利好提供支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=1191982582","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1191982582?lang=zh_cn&edition=fundamental","pubTime":"2026-06-09 16:16","pubTimestamp":1780993011,"startTime":"0","endTime":"0","summary":"6月9日，Bloom Energy盘前上涨3.23%，报260.91美元/股，成交额519.2万美元，此前连续回调后出现企稳反弹迹象。基本面方面，瑞银此前将目标价从251美元上调至322美元并维持买入评级，公司一季度营收同比增长130.4%，核心产品营收飙升208.4%，与Nebius签署最高价值26亿美元长期燃料电池供电协议及与甲骨文达成2.8吉瓦数据中心供电合作，为股价提供底部支撑。同行业个股中，NuScale Power涨2.68%、NANO Nuclear Energy涨2.05%、X-Energy涨1.11%，板块整体偏暖。","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":"1151360215","title":"异动解读｜Bloom Energy夜盘上涨3.01%，连续回调后企稳反弹基本面多重利好提供支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=1151360215","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1151360215?lang=zh_cn&edition=fundamental","pubTime":"2026-06-09 13:45","pubTimestamp":1780983915,"startTime":"0","endTime":"0","summary":"6月9日，Bloom Energy夜盘上涨3.01%，报261.21美元/股，成交额392.3万美元，此前连续回调后出现反弹。公司股价此前因董事John T Chambers通过10b5-1计划减持55,000股叠加获利回吐，从320美元上方持续回调至254美元附近。基本面上，瑞银此前将目标价上调至322美元并维持买入评级，公司一季度营收同比增长130.4%，与Nebius签署最高价值26亿美元长期燃料电池供电协议等利好为股价提供底部支撑。同行业个股中，GE Vernova涨0.1%、NuScale Power涨1.39%、X-Energy涨1.25%，板块整体偏暖。","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":"1148902627","title":"异动解读｜Bloom Energy盘中下跌3.05%，董事减持落地叠加前期涨幅持续获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1148902627","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1148902627?lang=zh_cn&edition=fundamental","pubTime":"2026-06-08 21:53","pubTimestamp":1780926793,"startTime":"0","endTime":"0","summary":"6月8日，Bloom Energy盘中下跌3.05%，报259.25美元/股，成交额4.09亿美元，延续近期回调态势。此外，Bloom Energy此前因与Nebius签署最高价值26亿美元长期燃料电池供电协议，股价一度升至320美元上方，近期持续获利回吐，内部减持落地与高位锁定利润形成双重压力。同行业个股中，GE Vernova涨0.68%、NuScale Power涨3.31%、NANO Nuclear Energy涨7.07%，板块整体走强，Bloom Energy逆势下跌、跌幅居前。","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":"1133951941","title":"异动解读｜Bloom Energy盘前下跌3.07%，董事减持落地叠加前期涨幅持续获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1133951941","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1133951941?lang=zh_cn&edition=fundamental","pubTime":"2026-06-08 16:00","pubTimestamp":1780905649,"startTime":"0","endTime":"0","summary":"6月8日，Bloom Energy盘前下跌3.07%，报259.24美元/股，成交额28.01万美元，延续近期回调态势。消息面上，公司董事John T Chambers于5月28日通过10b5-1预设计划出售55,000股普通股，成交均价约297.69美元/股，减持已实际落地。此外，Bloom Energy此前因与Nebius签署最高价值26亿美元长期燃料电池供电协议，股价一度升至320美元上方，近期持续获利回吐，内部减持落地与高位锁定利润形成双重压力。同行业个股中，GE Vernova、NuScale Power等暂未明显波动，Bloom Energy跌幅居前。","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":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1109090328","title":"异动解读｜Bloom Energy夜盘下跌3.46%，董事减持落地叠加前期涨幅持续获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1109090328","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1109090328?lang=zh_cn&edition=fundamental","pubTime":"2026-06-08 09:13","pubTimestamp":1780881183,"startTime":"0","endTime":"0","summary":"6月8日，Bloom Energy夜盘下跌3.46%，报254.5美元/股，成交额803.96万美元，延续近期回调态势。消息面上，公司董事John T Chambers于5月28日通过10b5-1预设计划出售55,000股普通股，成交均价约297.69美元/股，减持已实际落地。此外，Bloom Energy此前因与Nebius签署最高价值26亿美元长期燃料电池供电协议，股价一度升至320美元上方，近期持续获利回吐。同行业个股中，GE Vernova跌0.07%、NuScale Power涨1.24%、X-Energy涨0.37%，Bloom Energy跌幅显著居前，内部减持落地与高位锁定利润形成双重压力。","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":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1149942390","title":"异动解读｜Bloom Energy盘后下跌3.54%，董事减持落地叠加前期涨幅持续获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1149942390","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149942390?lang=zh_cn&edition=fundamental","pubTime":"2026-06-06 05:18","pubTimestamp":1780694339,"startTime":"0","endTime":"0","summary":"6月5日，Bloom Energy盘后下跌3.54%，报256.57美元/股，成交额2838.67万美元，延续近期回调态势。消息面上，公司董事John T Chambers于5月28日通过10b5-1预设计划出售55,000股普通股，成交均价约297.69美元/股，减持已实际落地。此外，Bloom Energy此前因与Nebius签署最高价值26亿美元长期燃料电池供电协议，股价一度升至320美元上方，近期进入获利回吐阶段，内部减持落地与高位锁定利润形成双重压力。同行业个股中，GE Vernova跌0.77%、X-Energy跌0.7%、NANO Nuclear Energy跌0.41%，板块整体偏弱。","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":"1180736404","title":"异动解读｜Bloom Energy盘中下跌4.64%，董事减持落地叠加前期涨幅获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1180736404","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1180736404?lang=zh_cn&edition=fundamental","pubTime":"2026-06-05 21:35","pubTimestamp":1780666538,"startTime":"0","endTime":"0","summary":"6月5日，Bloom Energy盘中下跌4.64%，报277.315美元/股，成交额1.4亿美元，延续近期回调态势。消息面上，公司董事John T Chambers于5月28日通过10b5-1预设计划出售55,000股普通股，成交均价约297.69美元/股，减持已实际落地。此外，Bloom Energy此前因与Nebius签署最高价值26亿美元长期燃料电池供电协议，股价一度升至320美元上方，近期进入获利回吐阶段，内部减持落地与高位锁定利润形成双重压力。同行业个股中，GE Vernova跌1.6%、NuScale Power跌1.12%、X-Energy跌2.25%，板块整体偏弱。","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":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1197923516","title":"异动解读｜Bloom Energy盘前下跌3.44%，董事减持落地叠加前期涨幅获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1197923516","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197923516?lang=zh_cn&edition=fundamental","pubTime":"2026-06-05 16:18","pubTimestamp":1780647518,"startTime":"0","endTime":"0","summary":"6月5日，Bloom Energy盘前下跌3.44%，报282.26美元/股，成交额181.73万美元，延续近期回调态势。消息面上，公司董事John T Chambers于5月28日通过10b5-1预设计划出售55,000股普通股，成交均价约297.69美元/股，减持已实际落地。此外，Bloom Energy此前因与Nebius签署最高价值26亿美元长期燃料电池供电协议，股价一度升至320美元上方，近期进入获利回吐阶段，内部减持落地与高位锁定利润形成双重压力。同行业个股中，GE Vernova跌1.38%、Forgent Power Solutions跌0.23%，板块整体偏弱。","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":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1149922060","title":"异动解读｜Bloom Energy夜盘下跌3.38%，董事减持落地叠加前期涨幅获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1149922060","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149922060?lang=zh_cn&edition=fundamental","pubTime":"2026-06-05 09:13","pubTimestamp":1780621988,"startTime":"0","endTime":"0","summary":"6月5日，Bloom Energy夜盘下跌3.38%，报281.53美元/股，成交额152.68万美元，延续近期回调态势。消息面上，公司董事John T Chambers于5月28日通过10b5-1预设计划出售55,000股普通股，成交均价约297.69美元/股，减持已实际落地。此外，Bloom Energy此前因与Nebius签署最高价值26亿美元长期燃料电池供电协议，股价一度升至320美元上方，近期进入获利回吐阶段，内部减持信号与高位锁定利润形成双重压力。同行业个股中，GE Vernova跌1.2%、NuScale Power跌0.42%，板块整体偏弱。","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":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1170332413","title":"异动解读｜Bloom Energy盘前下跌3.1%，董事关联方减持落地叠加前期涨幅获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1170332413","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1170332413?lang=zh_cn&edition=fundamental","pubTime":"2026-06-04 17:05","pubTimestamp":1780563904,"startTime":"0","endTime":"0","summary":"6月4日，Bloom Energy盘前下跌3.1%，报278.43美元/股，成交额209.36万美元。消息面上，公司董事John T Chambers于5月28日通过10b5-1预设计划出售55,000股普通股，成交均价约297.69美元/股，减持已实际落地。此外，Bloom Energy此前因与Nebius签署最高价值26亿美元长期燃料电池供电协议，股价一度升至320美元上方，近期进入获利回吐阶段，内部减持落地与高位锁定利润形成双重压力。同行业个股中，NuScale Power跌2.11%、NANO Nuclear Energy跌2.01%，板块整体偏弱。","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":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1166184025","title":"Form 4 | Bloom Energy Corp 董事 John T Chambers 通过10b5-1计划减持5.5万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1166184025","media":"公告助手","labels":["insiderTrades"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1166184025?lang=zh_cn&edition=fundamental","pubTime":"2026-06-04 09:25","pubTimestamp":1780536319,"startTime":"0","endTime":"0","summary":"根据最新提交的Form 4，Bloom Energy Corp（股票代码：BE）董事 John T Chambers 于2026年5月28日通过其10b5-1预先交易计划出售了55,000股公司普通股，成交加权平均价格约为297.69美元/股，实际成交价格区间为286.91至305.76美元。本次交易后，其通过JC2 Investments, LLC 间接持有的普通股数量为238,333股，另有138,887股以直接方式持有。作为公司董事，此类定期减持多为预设计划执行，对公司基本面信号较为中性，但短期内可能对股价形成一定抛压，投资者应关注后续披露及公司经营表现。","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":"Form 4 | Bloom Energy Corp 董事 John T Chambers 通过10b5-1计划减持5.5万股","news_tag":"insiderTrades","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1139364927","title":"异动解读｜Bloom Energy盘中下跌4.32%，董事关联方减持计划叠加前期涨幅获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1139364927","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1139364927?lang=zh_cn&edition=fundamental","pubTime":"2026-06-03 21:39","pubTimestamp":1780493994,"startTime":"0","endTime":"0","summary":"6月3日，Bloom Energy盘中下跌4.32%，报286.04美元/股，成交额3.45亿美元。消息面上，公司董事关联方JC2 INVESTMENTS, LLC此前提交Form 144文件，计划通过NYSE出售55,000股普通股，拟减持市值约1,615.9万美元，内部减持信号持续压制短期市场情绪。此外，Bloom Energy此前因与Nebius签署最高价值26亿美元的长期燃料电池供电协议，股价一度升至320美元上方，近期进入获利回吐阶段。同行业个股中，NuScale Power跌8.78%、NANO Nuclear Energy跌9.57%，板块整体承压。","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":"2640117946","title":"“AI尽头是电力”叙事主轴转向燃料电池! NIMBY助Bloom Energy(BE.US)吞噬数据中心“供电红利”","url":"https://stock-news.laohu8.com/highlight/detail?id=2640117946","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640117946?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 21:53","pubTimestamp":1780408415,"startTime":"0","endTime":"0","summary":"Bloom Energy股价今年以来的涨幅已经高达240%。“AI电力是尽头”的投资主轴近期可谓正在向燃料电池外溢和倾斜。“AI尽头是电力”叙事愈发火热，燃料电池站上超级风口NIMBY阻力对Bloom的意义在于，它把“电力可得性”进一步升级为“社区可接受性”。Bloom Energy与Ceres Power近期暴涨的核心逻辑，正是AI数据中心把“稳定、可快速部署、可现场发电”的电力资产重新定价。","market":"fut","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":"http://www.zhitongcaijing.com/content/detail/1449313.html","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":"stock_zhitongcaijing","symbols":["BEZ","BK4182","BEX","LU0957808578.USD","LU2294711713.HKD","LU2249611893.SGD","LU2357125470.USD","LU2506951792.HKD","IE0009354923.USD","BK4585","LU0444973449.USD","LU0476273544.USD","BK4541","BE","LU2543165471.USD","BEG","LU0823414551.USD","LU1642822529.SGD","BK4588","LU1815336760.USD","LU0444971666.USD","LU1988902786.USD","LU2264538146.SGD","LU0823414478.USD","LU1064131342.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1153155677","title":"异动解读 | 瑞银上调目标价、CEO积极表态及与甲骨文协议等多重利好推动，Bloom Energy盘中大涨5.08%","url":"https://stock-news.laohu8.com/highlight/detail?id=1153155677","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153155677?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 21:34","pubTimestamp":1780407268,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp  今日盘中股价大幅上涨5.08%，引起了市场的高度关注。消息面上，多重积极因素共同提振了市场信心。瑞银近日将Bloom Energy的目标价从251美元上调至322美元，并维持“买入”评级，这为股价提供了强劲的向上推力。Bloom Energy近期与科技巨头甲骨文达成协议，将为其数据中心提供最高达2.8吉瓦的燃料电池发电能力，凸显了其技术在为数据中心等AI算力基础设施供电领域的巨大潜力与市场需求。","market":"nz","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":"1129122887","title":"异动解读｜Bloom Energy盘中上涨3.38%，瑞银上调目标价叠加CEO积极表态提振市场信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1129122887","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1129122887?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 21:32","pubTimestamp":1780407149,"startTime":"0","endTime":"0","summary":"6月2日，Bloom Energy盘中上涨3.38%，报286.555美元/股，成交额1.31亿美元，此前连续回调后企稳反弹。消息面上，瑞银近日将Bloom Energy目标价从251美元上调至322美元，维持买入评级；同时公司CEO公开表态称暂无出售股票融资计划，并强调工厂成本可在六个月内收回，向市场释放积极信号。基本面上，与Nebius签署的最高价值26亿美元长期燃料电池供电协议仍为中长期核心驱动。同行业个股中，GE Vernova涨1.25%、Forgent Power Solutions涨1.51%，Bloom Energy涨幅居前。","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":"1122951151","title":"异动解读｜Bloom Energy盘前上涨3.03%，瑞银上调目标价叠加CEO表态提振市场信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1122951151","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1122951151?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 16:52","pubTimestamp":1780390376,"startTime":"0","endTime":"0","summary":"6月2日，Bloom Energy盘前上涨3.03%，报281.5美元/股，成交额447.07万美元，此前连续回调后企稳反弹。消息面上，瑞银近日将Bloom Energy目标价从251美元上调至322美元，维持买入评级；同时公司CEO公开表态称暂无出售股票融资计划，并强调工厂成本可在六个月内收回，向市场释放了积极信号。基本面上，Bloom Energy与Nebius签署的最高价值26亿美元长期燃料电池供电协议仍为中长期核心支撑，叠加公司即将纳入罗素Top 200指数，市场情绪有所修复。","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":"2640996148","title":"Bloom Energy(BE.US)股价两个月翻倍！CEO淡定表态：六个月收回工厂成本 暂无卖股融资计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2640996148","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640996148?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 09:57","pubTimestamp":1780365460,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，尽管股价在过去两个月翻倍，但为甲骨文提供服务的能源供应商Bloom Energy表示暂无出售股票的融资计划。Bloom Energy生产的是一种燃料电池，通过化学反应利用天然气发电，而非直接燃烧天然气。Bloom Energy近期与甲骨文达成协议，将为其数据中心提供最高达2.8吉瓦的燃料电池发电能力。受投资者看好其技术在数据中心供电领域潜在需求的推动，Bloom Energy股价自今年年初以来已累计上涨超过200%。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1448896.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BE","LU1988902786.USD","LU2264538146.SGD","BEG","BK4541","LU0957808578.USD","BK4585","LU0444973449.USD","LU1064131342.USD","LU1815336760.USD","BEX","IE0009354923.USD","LU0444971666.USD","BEZ","LU0823414478.USD","LU0476273544.USD","LU2249611893.SGD","LU0823414551.USD","LU1642822529.SGD","LU2357125470.USD","LU2294711713.HKD","BK4588","BK4182","LU2543165471.USD","LU2506951792.HKD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":17,"totalSize":400,"code":"91000000","status":"200"}]}}