美股詳情

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Bloom Energy Corp

152.31

+12.699.09%

盤後：154.412.10+1.38%19:59 EST

成交量：1,307.19萬

成交額：19.35億

市值：360.23億

市盈率：2,310.46

高：153.46

開：141.00

低：136.25

收：139.62

52周最高：155.87

52周最低：15.15

股本：2.37億

流通股本：2.18億

量比：1.20

換手率：6.01%

股息：- -

股息率：- -

每股收益(TTM):0.0659

每股收益(LYR):-0.1285

淨資產收益率：2.93%

總資產收益率：2.15%

市淨率：55.16

市盈率(LYR):-1,184.87

資料載入中...

總覽公司新聞資訊公告

BUZZ-傑富瑞因2026年預期強勁上調布魯姆能源目標價

Bloom Energy、Lumentum等熱門股有望實現盈利超預期

老虎资讯综合

全球股市動態：市場焦點速覽

Bloom Energy(BE)盤前升逾1% 日前斬獲美國電力公司1GW的固體氧化物燃料電池訂單

招商證券：Bloom Energy(BE.US)斬獲GW級訂單 SOFC應用再加速

BUZZ--美國股票走勢-布魯姆能源公司、泰森食品公司、旅行者科技公司

異動解讀 | Bloom Energy盤中大漲16.69%，與美國電力達成26.5億美元燃料電池交易

美國電力簽署26.5億美元氫燃料電池協議 Bloom Energy股價盤前飆漲14.5%

異動解讀 | Bloom Energy盤前大漲15.63%，與美國電力達成26.5億美元燃料電池交易

Bloom Energy與美國電力達成26.5億美元燃料電池交易

老虎资讯综合

美股異動 | AI能源概念股集體走高 Bloom Energy(BE.US)升逾8%

SemiAnalysis深度報告：美國電網跟不上，AI數據中心「自建電廠」跟時間賽跑

华尔街见闻

2025年回顧｜AI浪潮下存儲「超級周期」來襲！SanDisk年內飆升577%成最大贏家

老虎资讯综合

BUZZ-由於需求增加，美國銀行上調燃料電池製造商 Bloom Energy 的預期收益率

Pudgy Penguins 與 BE@RBRICK 潮玩公仔合作，將在線上和 Medicom Toy 直營店發售

Bloom Energy Corporation盤中異動早盤股價大跌5.02%

異動解讀 | Bloom Energy股價盤中大漲5.01%，50億美元AI數據中心供電合作推動增長

異動解讀 | Bloom Energy盤中大漲5.01%，AI數據中心電力需求帶動增長前景

Bloom Energy(BE.US)獲50億美元合作後傑富瑞上調目標價至53美元但維持「跑輸大盤」評級

智通财经网

無懼特朗普「攻擊」，「可再生能源」股票今年大漲

华尔街见闻

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Energy定于2月5日发布第四季度业绩。","market":"us","thumbnail":"https://community-static.tradeup.com/news/21c19ffe8db7aaf3fd7cff00b9052045","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/21c19ffe8db7aaf3fd7cff00b9052045"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","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":["LITE","BE"],"gpt_icon":0},{"id":"1190096307","title":"全球股市動態：市場焦點速覽","url":"https://stock-news.laohu8.com/highlight/detail?id=1190096307","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190096307?lang=zh_tw&edition=fundamental","pubTime":"2026-01-23 16:01","pubTimestamp":1769155269,"startTime":"0","endTime":"0","summary":"0751 GMT - 瑞银集团对中国汽车行业2026年展望持谨慎态度，更青睐具备显著海外业务布局及智能化主题的企业。中国汽车研究主管Paul Gong指出，所有中国车企的增长目标均远高于市场普遍预期。尽管头部车企通常引领增长，但与小厂商的差距已从疫情前的5%-10%扩大至20%。他补充称，中欧近期达成的电动车关税协议将进一步强化这一趋势。该服务将先于小型市场试点，以降低试错成本。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","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":["LU0048573645.USD","LU1522347837.USD","LU0345775950.USD","LU0955648018.USD","LU0955669360.SGD","LU1282649067.USD","LU1634259391.SGD","LU1497734951.SGD","LU0882747503.HKD","LU0192582467.USD","LU1211504680.USD","LU1282649141.HKD","LU1497733557.USD","BK6523","BK4528","LU0898667661.SGD","BK4587","BK6516","LU0235996351.USD","LU0823413587.USD","LU0577902611.USD","SG9999001135.SGD","LU0648948544.HKD","SG9999002562.SGD","SG9999003826.SGD","LU0543330483.HKD","BK4543","IE00BVYPNP33.GBP","SG9999004360.SGD","BK6112","LU2506951875.HKD","LU0588545730.USD","SG9999008742.SGD","LU0577902454.USD","LU2506951958.HKD","LU0823397103.USD","SGXZ43160589.SGD","SG9999003800.SGD","SG9999013460.SGD","LU0950375773.USD","BK4023","LU0251144936.SGD","BK4551","LU0577902298.EUR","LU0762540952.USD","LU1130305938.SGD","BE","LU0971096721.USD","LU0488056044.USD","SG9999013353.USD","LU0441854154.USD","LU1282649810.SGD","LU1497733631.SGD","LU0188438112.USD","IE00BVYPNQ40.USD","LU0823417737.USD","SG9999001127.SGD","SG9999014492.USD","LU0588545904.SGD","D05.SI","IE0031814969.USD","LU0865486749.SGD","LU0096374516.USD","SG9999014302.SGD","SG9999002679.SGD","LU2506952170.USD","LU0675040207.SGD","SG9999002620.SGD","LU0261947096.USD","LU0672654166.SGD","SG9999014484.SGD","LU0955623706.USD","SGXZ27511609.SGD","LU0831093199.SGD","SG9999016042.SGD","LU0557290698.USD","LU0029875118.USD","LU1839390173.USD","SG9999002414.USD","UBER","LU0630378429.USD","IE00BGHQDM52.EUR","LU0823038988.USD","LU2257852520.SGD","LU0886674414.USD","LU0878004406.USD","SG9999011175.SGD","SG9999013486.USD","SG9999005177.SGD","LU0011963245.USD","LU0532188223.SGD","LU0261945553.USD","LU0205439572.USD","SG9999013478.USD","LU0384037296.USD","LU0873338254.USD","SG9999000459.SGD","SG9999007991.SGD","BK4588","SG9999006266.SGD","LU1634259557.SGD","LU0251143029.SGD","LU1770036033.HKD","LU0061477393.USD","BK4585","LU0823413660.USD","LU0210637038.USD","LU0441851309.USD","SG9999000475.SGD","LU1956131251.USD","LU0588545490.SGD","SG9999001846.SGD","LU0737861269.HKD","LU2506952097.USD","SG9999001226.SGD","SG9999002604.SGD","LU0577902371.SGD","SGXZ24219693.SGD","LU0315178854.USD","LU0345776255.USD","SG9999002406.SGD","LU0823417653.USD","SG9999000343.SGD","LU1363072403.SGD","SGXZ58947870.SGD","LU0823039010.USD","LU0326948709.USD","LU0128522157.USD","LU0048597586.USD","LU0878005551.USD","LU2238330802.EUR","LU0211331839.USD","LU0084288322.USD","LU1504937902.USD","SG9999004220.SGD","IE00BKZH1Z71.USD","LU0577902538.SGD","LU0823397285.USD","LU0831103253.SGD","SG9999001903.USD"],"gpt_icon":1},{"id":"2603689977","title":"Bloom Energy(BE)盤前升逾1% 日前斬獲美國電力公司1GW的固體氧化物燃料電池訂單","url":"https://stock-news.laohu8.com/highlight/detail?id=2603689977","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603689977?lang=zh_tw&edition=fundamental","pubTime":"2026-01-13 20:25","pubTimestamp":1768307159,"startTime":"0","endTime":"0","summary":"金吾财讯 | Bloom Energy(BE)盘前涨超1%，截至发稿，报138.580美元。招商证券发研报指，美国电力公司(AEP)宣布行使期权，向Bloom Energy(BE)购买高达1GW(100MW初始+900MW期权)的固体氧化物燃料电池(SOFC)，交易总价值约26.5亿美元。根据AEP和BE前期合作信息，项目预计服务于第三方大型数据中心客户，这标志着SOFC在数据中心场景的应用已从“验证期”正式迈入“大规模放量期”。SOFC是AI缺电的重要解决方案，在电网侧短期难以扩容的背景下，SOFC已具备极强的“刚需”属性。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250107/YjVhOWQ5NzA2M2E1Yzc2MTczNjIzNzY5MDQ1Ng==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YjVhOWQ5NzA2M2E1Yzc2MTczNjIzNzY5MDQ1Ng==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"296216","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0476273544.USD","LU0823414478.USD","BK4606","BK4541","LU2506951792.HKD","LU1894683264.USD","IE00B29SXK94.USD","LU0823414551.USD","LU1642822529.SGD","BK4081","LU2294711713.HKD","LU0444971666.USD","LU2357125470.USD","BK4585","BK4588","LU1064131342.USD","LU1988902786.USD","LU2249611893.SGD","IE0002270589.USD","LU2264538146.SGD","IE00B19Z3B42.SGD","BK4182","IE00B19Z3581.USD","IE00B7SZLL34.SGD","LU1815336760.USD","IE00B29SXL02.USD","LU1894683348.USD","LU0444973449.USD","BE","LU2543165471.USD","LU0957808578.USD"],"gpt_icon":0},{"id":"2602559945","title":"招商證券：Bloom Energy(BE.US)斬獲GW級訂單 SOFC應用再加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2602559945","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2602559945?lang=zh_tw&edition=fundamental","pubTime":"2026-01-12 14:52","pubTimestamp":1768200731,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，招商证券发布研报称，1月8日，美国电力公司宣布行使期权，向Bloom Energy购买高达1GW的固体氧化物燃料电池，交易总价值约26.5亿美元。招商证券主要观点如下：GW订单落地，SOFC为AI数据中心供电商业闭环彻底打通此次AEP在前期100MW订单基础上，全额行使900MW期权，是继25Q3BE与Brookfield达成50亿美元战略合作后的又一标志性事件。此外，国内SOFC示范项目也在快速追赶。","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/1391539.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BE","LU0823414478.USD","LU2543165471.USD","LU0823414551.USD","BK4588","BK4541","LU0444971666.USD","BK0028","LU1064131342.USD","LU0476273544.USD","BK0010","BK1147","BK1564","LU2357125470.USD","BK0012","LU2249611893.SGD","LU2506951792.HKD","LU0444973449.USD","BK4585","BK0188","LU2294711713.HKD","BK4182","LU1988902786.USD","LU1815336760.USD","BK0183","LU2264538146.SGD","LU1642822529.SGD","BK0276","LU0957808578.USD"],"gpt_icon":1},{"id":"2601413395","title":"BUZZ--美國股票走勢-布魯姆能源公司、泰森食品公司、旅行者科技公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2601413395","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2601413395?lang=zh_tw&edition=fundamental","pubTime":"2026-01-08 23:44","pubTimestamp":1767887096,"startTime":"0","endTime":"0","summary":"标普500指数.SPX上涨0.01%，报6921.83点；纳斯达克综合指数.IXIC下跌0.46%，报23476.01点。","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":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260108:nL4T3Y9169:1","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":["GLUE","LNN","VNDA","DLR","F","COMP","LUMN","HL","SCCO","STZ","SHOO","MPC","OMDA","DRI","LU0985489474.SGD","KTOS","CDE","HELE","LU0868494617.USD","APD","DASH","TFX","RVMD","VOYG","TYL","RTX","BW","LU0368265764.SGD","BE","ARWR","GAP","LU1894683348.USD","SG9999002521.SGD","IE00B19Z3581.USD","MLTX","AA","NEM","VLO","JCAP","GM","TSN","NOC","NEOG"],"gpt_icon":1},{"id":"1124944437","title":"異動解讀 | Bloom Energy盤中大漲16.69%，與美國電力達成26.5億美元燃料電池交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1124944437","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1124944437?lang=zh_tw&edition=fundamental","pubTime":"2026-01-08 22:38","pubTimestamp":1767883126,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp（BE）今日盘中大涨16.69%，引起了市场的广泛关注。消息面上，Bloom Energy与美国电力公司（AEP）达成了一笔价值26.5亿美元的固体氧化物燃料电池采购协议。这笔交易代表了双方关系的重大扩展，AEP将购买此前宣布的燃料电池选择权的“大部分”，并计划在怀俄明州建设一座燃料电池发电设施。此外，AEP还与一家未具名的“高投资级第三方客户”签订了为期20年的包销协议，涵盖计划中的怀俄明设施100%的产出。这笔大订单是对Bloom Energy燃料电池技术的重大信任票，其技术通过电化学过程而非燃烧来发电，预计将为公司带来长期稳定的收入增长。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dbdf1482abdd9ac739838d780ef4f029","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["BE"],"gpt_icon":0},{"id":"1149151141","title":"美國電力簽署26.5億美元氫燃料電池協議 Bloom Energy股價盤前飆漲14.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1149151141","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149151141?lang=zh_tw&edition=fundamental","pubTime":"2026-01-08 22:16","pubTimestamp":1767881791,"startTime":"0","endTime":"0","summary":"美国电力与Bloom Energy Corp达成价值26.5亿美元的氢燃料电池采购协议，受此消息提振，Bloom Energy股价在盘前交易时段应声暴涨14.5%。这项重大合作将推动清洁能源技术在电力行业的规模化应用，标志着氢燃料电池商业化的关键突破。市场分析师指出，这笔交易不仅为Bloom Energy带来长期稳定收入，更凸显其技术方案在传统能源巨头转型过程中的战略价值。随着全球能源转型加速，氢燃料电池领域正迎来新一轮投资热潮。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dbdf1482abdd9ac739838d780ef4f029","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE0002270589.USD","LU1894683264.USD","LU2249611893.SGD","BE","LU2357125470.USD","LU0476273544.USD","LU1988902786.USD","LU2264538146.SGD","BK4588","LU0957808578.USD","IE00B19Z3581.USD","LU2506951792.HKD","AEP","BK4182","IE00B29SXL02.USD","LU0444973449.USD","LU1642822529.SGD","IE00B19Z3B42.SGD","BK4585","IE00B29SXK94.USD","LU0444971666.USD","BK4606","LU0823414478.USD","LU1064131342.USD","BK4541","LU1894683348.USD","BK4081","IE00B7SZLL34.SGD","LU0823414551.USD","LU2294711713.HKD","LU2543165471.USD","LU1815336760.USD"],"gpt_icon":0},{"id":"1123985270","title":"異動解讀 | Bloom Energy盤前大漲15.63%，與美國電力達成26.5億美元燃料電池交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1123985270","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123985270?lang=zh_tw&edition=fundamental","pubTime":"2026-01-08 22:06","pubTimestamp":1767881203,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp（BE）今日盘前股价大涨15.63%，引发市场广泛关注。消息面上，Bloom Energy与美国电力公司（AEP）达成了一笔价值26.5亿美元的固体氧化物燃料电池采购协议。这笔交易代表了双方关系的重大扩展，AEP将购买此前宣布的燃料电池选择权的“大部分”，并计划在怀俄明州建设一座燃料电池发电设施。此外，AEP还与一家未具名的“高投资级第三方客户”签订了为期20年的包销协议，涵盖计划中的怀俄明设施100%的产出。这笔大订单是对Bloom Energy燃料电池技术的重大信任票，其技术通过电化学过程而非燃烧来发电。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dbdf1482abdd9ac739838d780ef4f029","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["BE"],"gpt_icon":0},{"id":"1165500753","title":"Bloom Energy與美國電力達成26.5億美元燃料電池交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1165500753","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1165500753?lang=zh_tw&edition=fundamental","pubTime":"2026-01-08 21:53","pubTimestamp":1767880430,"startTime":"0","endTime":"0","summary":"1月8日，Bloom Energy盘前涨超12%，公司与美国电力达成一笔高达26.5亿美元的燃料电池交易。","market":"us","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dbdf1482abdd9ac739838d780ef4f029","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Bloom Energy与美国电力达成26.5亿美元燃料电池交易","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"gpt_icon":1},{"id":"2600783069","title":"美股異動 | AI能源概念股集體走高 Bloom Energy(BE.US)升逾8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2600783069","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2600783069?lang=zh_tw&edition=fundamental","pubTime":"2026-01-02 23:22","pubTimestamp":1767367321,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周五，AI能源概念股集体走高，截至发稿，Bloom Energy(BE.US)涨超8%，Constellation Energy(CEG.US)涨超4%，康明斯(CMI.US)涨超1.3%。","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/1388270.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2264538146.SGD","LU2357125470.USD","BK4585","BK4541","CEG","LU1988902786.USD","LU1064131342.USD","LU0823414551.USD","LU1642822529.SGD","LU2249611893.SGD","LU2506951792.HKD","LU2294711713.HKD","LU0476273544.USD","LU0444973449.USD","LU1815336760.USD","LU0823414478.USD","BE","LU0957808578.USD","BK4588","CMI","BK4182","LU0444971666.USD"],"gpt_icon":0},{"id":"1141614347","title":"SemiAnalysis深度報告：美國電網跟不上，AI數據中心「自建電廠」跟時間賽跑","url":"https://stock-news.laohu8.com/highlight/detail?id=1141614347","media":"华尔街见闻","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141614347?lang=zh_tw&edition=fundamental","pubTime":"2026-01-01 20:03","pubTimestamp":1767269022,"startTime":"0","endTime":"0","summary":"但SemiAnalysis指出，AI数据中心遭遇的真正瓶颈，并不在于电力资源是否存在，而在于电力交付节奏与算力扩张速度的严重错配。SemiAnalysis给出的答案是：算力的时间价值正在重塑一切决策逻辑。xAI带头，AI巨头集体“自发电”SemiAnalysis在报告中重点分析了xAI的案例。SemiAnalysis认为，这标志着电力首次被视为AI基础设施的一部分，而非外部条件。SemiAnalysis在报告中并未回避一个现实：自建电厂的长期成本通常高于电网供电。它已经签署了800兆瓦的美国数据中心合同。","market":"us","thumbnail":"https://community-static.tradeup.com/news/10f453c94357c66237168bf74fe4a67f","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/10f453c94357c66237168bf74fe4a67f"],"rights":{"source":"lsy1762389672944","url":"https://wallstreetcn.com/articles/3762433","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3762433","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1762389672944","symbols":["GEV","CAT","BE"],"gpt_icon":1},{"id":"1111703860","title":"2025年回顧｜AI浪潮下存儲「超級周期」來襲！SanDisk年內飆升577%成最大贏家","url":"https://stock-news.laohu8.com/highlight/detail?id=1111703860","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1111703860?lang=zh_tw&edition=fundamental","pubTime":"2026-01-01 10:20","pubTimestamp":1767234000,"startTime":"0","endTime":"0","summary":"2025年随着AI数据中心对存储芯片需求激增，行业迎来超级周期。电力是制约AI数据中心建设的另一大瓶颈，相关概念股被资金爆炒，燃料电池龙头$Bloom Energy$年内飙升291.22%；为应对AI算力需求激增与地面电力瓶颈，美国科技巨头集体转向“太空数据中心”构想，太空概念股$回声星通信$、$AST SpaceMobile $年内表现亮眼，分别录得374.67%、244.22%的涨幅。","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":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU","STX","BE","SNDK","GFI","ASTS","SATS","LITE","AU","WDC"],"gpt_icon":1},{"id":"2586792364","title":"BUZZ-由於需求增加，美國銀行上調燃料電池製造商 Bloom Energy 的預期收益率","url":"https://stock-news.laohu8.com/highlight/detail?id=2586792364","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586792364?lang=zh_tw&edition=fundamental","pubTime":"2025-11-25 22:25","pubTimestamp":1764080720,"startTime":"0","endTime":"0","summary":"BUZZ-由于需求增加，美国银行上调燃料电池制造商 Bloom Energy 的预期收益率11月25日 - ** 券商美国银行全球研究将燃料电池制造商布卢姆能源BE.N的PT值从26美元上调至39美元。** 经纪公司补充说，\"自下而上的分析凸显出，要在 2027 年以后保持这一轨迹，需要大幅增加新的授予，从而带来重大的执行风险\"。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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:20251125:nL4S3X10ZO:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BZ1G4Q59.USD","LU2129689605.HKD","LU1804176565.USD","LU2294711713.HKD","BAC","IE00B19Z3B42.SGD","LU0306807586.USD","LU1496350171.SGD","LU2264538146.SGD","LU0476273544.USD","LU0130517989.USD","LU1366192091.USD","LU0640476718.USD","LU0256863811.USD","LU0314106906.USD","LU0320765489.SGD","LU0170899867.USD","IE0002270589.USD","LU0957808578.USD","LU0203345920.USD","IE00BFXG1179.USD","LU0208291251.USD","BK4581","LU0128525689.USD","LU0787776722.HKD","LU1815336760.USD","LU2265009873.SGD","LU2357125470.USD","BK4553","LU1496350502.SGD","LU1880398471.USD","LU0971096721.USD","LU0477156797.USD","BE","BK4534","LU2129689514.USD","LU0321505868.SGD","LU0444971666.USD","LU0203347892.USD","LU0444973449.USD","LU0417517546.SGD","BK4588","IE0001KFT4U8.USD","LU1988902786.USD","LU2249611893.SGD","BK4504","IE00B1BXHZ80.USD","LU1883839398.USD","LU0130518102.USD","LU0306806265.USD"],"gpt_icon":1},{"id":"2585486075","title":"Pudgy Penguins 與 BE@RBRICK 潮玩公仔合作，將在線上和 Medicom Toy 直營店發售","url":"https://stock-news.laohu8.com/highlight/detail?id=2585486075","media":"foresightnews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2585486075?lang=zh_tw&edition=fundamental","pubTime":"2025-11-23 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早盤股價大跌5.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=2583541487","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583541487?lang=zh_tw&edition=fundamental","pubTime":"2025-11-13 22:32","pubTimestamp":1763044329,"startTime":"0","endTime":"0","summary":"北京时间2025年11月13日22时32分，Bloom Energy Corporation股票出现波动，股价大幅跳水5.02%。Bloom Energy Corporation股票所在的电气设备零件行业中，整体跌幅为0.85%。其相关个股中，亿珑能源、巴拉德动力系统、雷亚电子涨幅较大，Dragonfly Energy Holdings Corp、Amprius Technologies, Inc.、Ess Tech, Inc.较为活跃，换手率分别为0.36%、0.34%、0.32%，振幅较大的相关个股有承创互连科技、巴拉德动力系统、Orion Energy Systems, Inc.，振幅分别为10.53%、9.04%、8.49%。Bloom Energy Corporation公司简介：Bloom Energy设计、制造、销售和安装用于现场发电的固体氧化物燃料电池系统。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111322320995026e73&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Energy股價盤中大漲5.01%，50億美元AI數據中心供電合作推動增長","url":"https://stock-news.laohu8.com/highlight/detail?id=1170235617","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1170235617?lang=zh_tw&edition=fundamental","pubTime":"2025-11-03 22:47","pubTimestamp":1762181228,"startTime":"0","endTime":"0","summary":"周一盘中，燃料电池制造商Bloom Energy股价大涨5.01%，引发市场广泛关注。最近，Bloom Energy与布鲁克菲尔德资产管理公司达成了一项价值50亿美元的战略合作协议，成为后者全球人工智能工厂的首选现场电力供应商。这一合作被视为Bloom Energy进军快速增长的AI数据中心供电市场的重要里程碑。值得注意的是，Bloom Energy今年的股价表现极为亮眼，累计涨幅已超过495%，成为2025年表现最佳的股票之一。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["BE"],"gpt_icon":1},{"id":"1129249834","title":"異動解讀 | Bloom Energy盤中大漲5.01%，AI數據中心電力需求帶動增長前景","url":"https://stock-news.laohu8.com/highlight/detail?id=1129249834","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1129249834?lang=zh_tw&edition=fundamental","pubTime":"2025-11-03 22:46","pubTimestamp":1762181215,"startTime":"0","endTime":"0","summary":"周一盘中，燃料电池制造商Bloom Energy股价大涨5.01%，引发市场关注。这一涨势主要受到公司与布鲁克菲尔德资产管理达成的50亿美元战略合作协议的推动，以及公司在人工智能数据中心电力供应领域的增长前景。布鲁克菲尔德将投资高达50亿美元部署Bloom Energy的先进燃料电池技术，以支持其AI基础设施布局。值得注意的是，Bloom Energy近期公布的第三季度财报表现亮眼，营收同比增长57%至5.19亿美元，超出市场预期。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","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"],"gpt_icon":1},{"id":"2580669312","title":"Bloom Energy(BE.US)獲50億美元合作後傑富瑞上調目標價至53美元 但維持「跑輸大盤」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2580669312","media":"智通财经网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580669312?lang=zh_tw&edition=fundamental","pubTime":"2025-11-03 15:04","pubTimestamp":1762153472,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，投行杰富瑞近日将其对燃料电池制造商Bloom Energy的目标价由31美元大幅上调至53美元，但维持对该股“跑输大盘”评级。该行解释，Bloom Energy近期与布鲁克菲尔德资产管理达成的合作协议是该行上调对该股目标价的主要原因。据悉，Bloom Energy于10月13日宣布与布鲁克菲尔德资产管理达成50亿美元战略合作，正式成为布鲁克菲尔德资产管理全球人工智能工厂的首选现场电力供应商。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1364382.html","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":"highlight_zhitongcaijin","symbols":["BE"],"gpt_icon":1},{"id":"2580825610","title":"無懼特朗普「攻擊」，「可再生能源」股票今年大漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2580825610","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580825610?lang=zh_tw&edition=fundamental","pubTime":"2025-11-03 11:12","pubTimestamp":1762139566,"startTime":"0","endTime":"0","summary":"尽管面临特朗普政府的政治阻力，但在AI巨大的能源需求和低碳经济扩张的推动下，可再生能源股票今年大幅反弹，S&P清洁能源指数年内涨幅超50%。而这些强劲的经济基本面因素，其重要性已超过了特朗普时常挂在嘴边的“绿色骗局”论调。","market":"nz","thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3758521","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3758521","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4528","BK4023","BK4587","BK4588","BE","BK4543","BK4551","BK4585"],"gpt_icon":1}],"pageSize":20,"totalPage":4,"pageCount":1,"totalSize":72,"code":"91000000","status":"200"}]}}