7月9日，Bloom Energy盘中上涨8.45%，报269.0美元/股，成交额3.8亿美元。消息面上，此前做空机构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，股价一度跌超12%并收跌5.67%。当前盘中大幅反弹系急跌后的技术性修复持续放大，做空报告未能动摇基本面预期。此前公司与布鲁克菲尔德将AI电力合作框架从50亿美元大幅扩容至250亿美元，瑞银维持买入评级并将目标价上调至350美元，长期增长逻辑未被打破。
Bloom Energy是固体氧化物燃料电池系统的全球领先企业，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。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.