周四， 福特汽车 盘中涨超9%，近两日暴涨逾25%。此前摩根士丹利分析师表示，看好这家汽车制造商的储能业务可能很快会与超大规模数据中心运营商达成协议。
摩根士丹利分析师Andrew Percoco表示，“我们认为，福特在未来几个月内与大型商业客户，甚至可能是超大规模数据中心运营商签署储能系统供应协议的可能性相当高。”
分析师在周二晚些时候发布的一份致客户的报告中写道，这家总部位于密歇根州迪尔伯恩的公司与宁德时代的协议“为其储能业务提供了被低估的战略竞争优势”。
Percoco估计福特能源业务的价值可能达到100亿美元，并且认为随着该公司执行产能扩张计划并开始建立稳定的订单储备，其估值有机会接近特斯拉能源业务的水平。
福特首席财务官Sherry House在4月29日与分析师的财报电话会议上表示，该公司今年将在储能业务投资15亿美元，她将之描述为“高回报增长机会”。
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