7月27日，Bloom Energy夜盘上涨4.4%，报193.02美元/股，成交额5.41万美元。公司将于7月28日盘后公布季度财报（预期EPS为0.23美元），市场情绪在财报窗口前出现回暖。
消息面上，此前UBS维持买入评级及350美元目标价，称钪供应担忧被过度放大；RBC亦发布报告指出做空机构Hunterbrook依赖过时资料，公司已通过专利及技术改进降低对稀土材料的依赖。此外，Brookfield与Bloom Energy将AI基础设施合作扩大至250亿美元，工业发展基金与橡树资本亦宣布投资17亿美元用于Nebius AI基础设施扩建，多重利好为股价提供支撑。在前期做空余波消化后，财报前夕买盘回补推动股价反弹。
（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。）
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