7月10日， Bloom Energy Corp盘中下跌3.41%，报247.495美元/股，成交额1.29亿美元。此前公司虽已向SEC提交文件驳斥做空机构Hunterbrook的指控，但做空报告引发的深层疑虑仍在发酵。
消息面上，Hunterbrook在报告中质疑公司5吉瓦年产能需消耗约220吨氧化钪，接近全球年供应总量240吨，并对营收增速及核心客户甲骨文项目许可进度提出质疑。尽管Bloom Energy回应称拥有充足氧化钪供应且供应链不依赖中国，可支撑每年25吉瓦产能，但市场对其长期扩产可行性的担忧尚未完全消除。
叠加杰富瑞此前维持持有评级、目标价246美元显著低于市场一致预期的298.66美元，估值偏高信号持续施压，前日技术性反弹后获利回吐再度涌现。
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