9月24日，Bloom Energy盘中下跌8.05%，报252.93美元/股，成交额5.09亿美元。
消息面上，甲骨文就其新墨西哥数据中心发出不可抗力通知，据悉该Project Jupiter项目采用的正是Bloom Energy的固体氧化物燃料电池（SOFC）进行现场供电。甲骨文是Bloom Energy在AI算力现场供电领域的核心客户之一，此前Bloom曾为Oracle Cloud Infrastructure数据中心提供55MW现场电力方案，该项目的不可抗力通知直接引发市场对公司订单执行及收入兑现节奏的担忧。
此外，Bloom Energy于9月21日正式纳入标普500指数后，被动基金集中建仓配置窗口趋近尾声，前期获利盘兑现压力叠加上述利空进一步放大跌幅。重型电气设备行业整体承压，GE Vernova跌2.61%、Forgent Power Solutions跌3.37%、NuScale Power跌1.84%，板块联动亦构成拖累。
（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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