8月4日，Fluence Energy盘中上涨8.45%，报15.21美元/股，成交额3528.4万美元。
消息面上，公司将于8月5日盘后发布财年第三季度财报，市场预期每股收益为-0.05美元，较上季度-0.16美元明显改善，营收预计同比增长11.50%。此外，AI数据中心配储需求升温持续提振储能板块情绪，公司此前与英伟达、西门子联合推出面向DSX Vera Rubin平台的AI工厂电力方案，打开增量空间。近期公司还获得南加州Rexford 2项目800兆瓦时Smartstack系统订单，项目预计2028年底投入商业运营，进一步夯实订单储备。
板块方面，电气部件与设备行业整体偏强，Vertiv Holdings涨2.57%、nVent Electric涨1.90%、伊顿涨0.23%。
（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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