燃料电池制造商Bloom Energy Corp（BE）今日盘前股价大涨14.83%，引起了市场的广泛关注。
消息面上，Bloom Energy与科技巨头甲骨文（Oracle）宣布扩大战略合作伙伴关系，以支持后者人工智能和云计算基础设施的快速建设。根据一项主服务协议，甲骨文计划向Bloom Energy采购总容量高达2.8吉瓦的燃料电池系统，用于为其在美国的数据中心项目供电。作为协议的一部分，首批1.2吉瓦的燃料电池容量已完成合同签署，部署工作正在进行中，并将持续到明年。
分析指出，随着全球AI算力需求爆发式增长，数据中心对稳定、高效能源的需求激增。Bloom Energy的固体氧化物燃料电池技术能够提供可靠的现场发电解决方案，帮助客户绕过传统电网扩容缓慢的瓶颈。此外，摩根大通将Bloom Energy的目标价从166美元上调至231美元，进一步增强了投资者对公司未来业务增长和盈利潜力的信心，从而推动了股价的强劲表现。
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