Bloom Energy Corp (BE) 今日盘中股价大幅上涨5.08%，引起了市场的高度关注。
消息面上，多重积极因素共同提振了市场信心。瑞银近日将Bloom Energy的目标价从251美元上调至322美元，并维持“买入”评级，这为股价提供了强劲的向上推力。同时，公司首席执行官KR Sridhar公开表态，目前暂无出售股票进行融资的计划，并强调公司通过销售产品仅需六个月即可收回新工厂的建设成本，这一表态有效缓解了市场对于公司可能稀释股权的担忧。
此外，公司在业务层面也传来捷报。Bloom Energy近期与科技巨头甲骨文达成协议，将为其数据中心提供最高达2.8吉瓦的燃料电池发电能力，凸显了其技术在为数据中心等AI算力基础设施供电领域的巨大潜力与市场需求。加之公司即将被纳入罗素Top 200指数，市场情绪得到显著修复，共同推动了股价在盘中的强劲表现。
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