6月12日，Bloom Energy盘中上涨3.89%，报258.80美元/股，成交额2.75亿美元，延续前一日反弹走势。消息面上，据最新报道，此前引发市场恐慌的怀俄明州夏延市1.8GW数据中心项目并未终止，Crusoe系因Google对项目成本与时间表存疑而被迫退出，电力公用事业公司Black Hills已明确将在无Crusoe参与情况下继续推进开发，项目预计2028年初投入使用。该项目原计划引入约900兆瓦Bloom Energy燃料电池系统，对应潜在收入约26.5亿美元，项目存续意味着相关订单预期并未消失，此前因暂停消息导致的单日逾9%跌幅正逐步修复。同行业个股中，GE Vernova涨2.06%、NuScale Power涨2.4%、Forgent Power Solutions涨1.98%，板块整体走强。
（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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