5月26日，Bloom Energy夜盘上涨3.03%，报311.66美元/股，成交额406.29万美元。该股延续了近期因重大商业合同落地所带来的上涨动能。
消息面上，Bloom Energy此前与欧洲AI基础设施提供商Nebius签署了总价值最高达26亿美元的长期燃料电池产能主协议，合同期限长达30年，采用月度服务费模式，将为Nebius提供约328兆瓦系统装机容量。这是继甲骨文2.8GW超级订单后，公司在AI数据中心供电领域的又一重大突破。此外，大和证券将Bloom Energy评级从"持有"上调至"跑赢大盘"，目标价从98美元大幅调升至324美元；加拿大皇家银行亦将目标价从143美元上调至335美元，多家机构看好其在AI算力基础设施中的供电价值。
（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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