5月21日，Bloom Energy盘中上涨3.43%，报294.75美元/股，成交额6.84亿美元。
消息面上，Nebius旗下子公司于5月14日与Bloom Energy签署了一份燃料电池产能主协议及相关系统订单，并于当日通过SEC文件披露。根据协议，Nebius将在合同期限内支付总计最高26亿美元的月度服务费，以购买电力供应系统产生的产能及相关电力。项目预计分三阶段上线，保障产能约250兆瓦，系统装机容量约328兆瓦，由Bloom Energy负责安装、运营和维护。该协议是继此前与甲骨文达成2.8GW供电合作后，公司在AI数据中心供电领域斩获的又一重大订单，进一步验证了其固体氧化物燃料电池技术在高算力场景中的商业化前景。
（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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