异动解读|Fluence Energy盘前上涨8.04%,财报前夕叠加AI配储需求升温提振情绪

行情直击
Aug 04

8月4日,Fluence Energy盘前上涨8.04%,报15.73美元/股,成交额70.28万美元。

消息面上,公司将于8月5日盘后发布财年第三季度财报,市场预期营收同比增长11.50%,预期EPS为-0.05美元,较上季度-0.16美元明显改善。同时,AI数据中心配储需求持续升温,行业出货量已超去年全年水平,公司此前与英伟达、西门子联合推出DSX Vera Rubin AI数据中心电力基础设施方案,叠加南加州800兆瓦时Rexford 2项目等订单落地,为业绩兑现提供支撑。板块方面,电气部件与设备行业整体偏强,Vertiv Holdings涨3.14%、伊顿涨1.10%,延续超跌修复态势。

Fluence Energy是全球领先的储能产品和解决方案提供商,在全球超过47个市场开展业务,提供模块化、可扩展的储能产品及Fluence IQ人工智能软件平台。

(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。)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10