异动解读 | 普拉格能源盘前大涨7.61%,分析师上调目标价至7美元

异动解读
Oct 06, 2025

清洁氢能源生产商普拉格能源(PLUG)今日盘前大涨7.61%,延续了上周五和周末夜盘的强劲涨势,引发市场广泛关注。这一显著涨幅背后有多重利好因素支撑。

华尔街分析师对普拉格能源的前景持乐观态度。H.C. Wainwright分析师阿米特·达亚尔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。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。他预计,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。这一积极展望无疑提振了投资者信心。

除了分析师的看好,普拉格能源近期的业务进展也为股价提供了支撑。公司上周三宣布已向葡萄牙能源公司高浦交付首套10兆瓦GenEco电解槽阵列,显示出执行力的提升。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。然而,投资者仍需谨慎,因为部分分析师指出公司预计在2029年之前难以实现盈利。未来普拉格能源的业绩表现和市场反应值得持续关注。

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