10月1日，Bloom Energy夜盘上涨3.08%，报285.5美元/股，成交额891.33万美元。前一交易日该股盘中下跌3.31%，系此前单日大涨10.80%后的获利兑现回调，本次夜盘反弹具有短期技术修复特征。
消息面上，Jefferies此前将Bloom Energy目标价由229美元上调至264美元，维持"持有"评级，FactSet汇总分析师均值目标价为287.26美元，评级为超配。此外，伯恩斯坦澄清Bloom Energy与甲骨文Project Jupiter项目商业合同条款未变更，项目仍按计划推进，延期根源系Energy Transfer供气管道路权审批问题，并非Bloom Energy设备交付层面障碍。不过，天然气管道改道联邦土地的不确定性仍构成中期压制因素，期权市场此前出现911万美元远期285PUT买盘，显示部分资金仍在布局下行保护。
（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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