异动解读 | 普拉格能源夜盘大涨11.29%,分析师上调目标价至7美元

异动解读
Oct 06

清洁氢能源生产商普拉格能源(PLUG)今日夜盘大涨11.29%,延续了上周五34%的涨幅,引发市场广泛关注。这一强劲涨势背后有多重利好因素支撑。

首先,华尔街分析师对普拉格能源前景看好。H.C. Wainwright分析师上周五将普拉格能源的目标股价从3美元大幅上调至7美元,并维持"买入"评级。分析师阿米特·达亚尔认为,随着电价上涨,绿色氢能源的价格竞争力可能会日益增强,应用前景更加广阔。达亚尔预计,到2035年,普拉格能源的营收将达到110亿美元,远高于此前预计的70亿美元。

其次,公司业务发展也传来利好消息。普拉格能源上周三宣布,已向葡萄牙能源公司高浦交付了首套10兆瓦GenEco电解槽阵列。这一进展表明公司在执行力方面有所改善,可能有助于重获市场信心。此外,普拉格能源股票的高空头比例(超过40%的可交易股票已被做空)可能引发空头挤压,进一步推高股价。尽管如此,部分分析师仍对公司持谨慎态度,指出公司预计在2029年之前难以实现盈利。投资者需密切关注普拉格能源未来的业绩表现和市场反应。

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