异动解读 | Fluence Energy盘中大涨7.96%,联手英伟达与西门子推出AI数据中心方案及订单翻倍提振股价

异动解读
Jun 02

Fluence Energy, Inc. (FLNC)今日盘中股价大幅上涨7.96%,表现强劲。

消息面上,德国工业巨头西门子宣布与英伟达及Fluence Energy达成合作,共同推出面向英伟达DSX Vera Rubin平台的新一代AI工厂参考设计方案,为超大规模数据中心及云服务运营商提供完整的电力和控制系统架构。Fluence的电池储能系统将为电力受限环境下的AI工厂提供关键的灵活性和弹性保障,此举显著拓宽了公司在高算力基础设施领域的业务前景。

此外,公司基本面亦提供有力支撑。根据此前披露的第二季度财报,Fluence Energy新增订单同比实现翻倍增长,这有效增强了市场对其未来业绩的信心。此前,该股因控股股东二次发售及大股东减持等因素一度承压,但随着抛压消化及积极的基本面消息释放,股价已从低点显著反弹。

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