周三盘中，Bloom Energy Corp (BE)股价大幅下跌11.51%，引发市场关注。这一显著跌幅主要源于投资银行杰富瑞(Jefferies)对该公司的评级下调。
杰富瑞分析师将Bloom Energy的股票评级从"持有"下调至"表现不佳"，同时将目标价从24美元上调至31美元。尽管目标价有所上调，但新的目标价仍比当前股价低60%，暗示该股仍有较大下行空间。
分析师在报告中指出，Bloom Energy 2026年之后的前景有限，且目前已出现过度繁荣的早期迹象。他们认为，在当前股价水平下，下行风险大于进一步上涨的可能性。虽然公司与甲骨文的合作引发了市场兴奋，但分析师估计这笔交易规模可能在15-50兆瓦之间，"不错，但不是很大"。此外，杰富瑞表示，尽管Bloom Energy的燃料电池交付速度很快，但基础设施的延误可能会减缓部署速度。
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