Bloom Energy Corp(BE)今日盘中股价大涨15.57%，引发市场广泛关注。
消息面上，重型电气设备板块今日集体走强，Babcock & Wilcox、GE Vernova等相关个股均有不同程度上涨，行业整体偏强为Bloom Energy提供了有力支撑。此前该股因第二季度单季营收首次突破10亿美元并大幅上调全年营收指引至39亿至42亿美元后，股价经历连续获利回吐，自高位回落至211美元附近，短期获利盘得以充分消化。
此外，公司于8月7日宣布扩大与MiTAC合作，共同建设AI服务器工厂燃料电池微电网，中长期AI数据中心电力方案逻辑持续兑现。叠加期权市场此前涌现269万美元合成多头大单押注上行，买盘集中回流推动股价突破前期压力区间，涨幅显著放大。
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