Bloom Energy Corp(BE)今日夜盘股价大跌5.05%，引起了市场的广泛关注。
消息面上，做空机构Hunterbrook此前发布报告质疑公司5吉瓦年产能需消耗约220吨氧化钪，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。尽管公司已向SEC提交文件驳斥指控，称拥有多元化供应链可支撑年产25吉瓦产能，且UBS维持买入评级及350美元目标价，认为原材料担忧被过度放大，但多家律师事务所已就此事发起证券欺诈调查，市场对其长期扩产可行性的担忧尚未完全消除，股价延续承压走势。
此次股价下跌反映了市场对Bloom Energy供应链稳定性和业务增长前景的持续疑虑，做空报告的余波仍在影响投资者情绪。
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