9月11日，Bloom Energy盘中上涨3.67%，报267.73美元/股，成交额2.57亿美元，在连续两个交易日累计回调约7%后出现反弹。
消息面上，标普道琼斯指数公司此前宣布Bloom Energy将于9月21日开盘前正式纳入标普500指数，替代Molson Coors Beverage。此前受纳入消息叠加AI算力现场供电需求逻辑催化，股价一度触及277.06美元创阶段新高，随后获利盘集中兑现导致连续回调。当前距生效日仍有约两周窗口，追踪标普500的被动基金及ETF仍需完成建仓配置，构成短期支撑。基本面方面，公司二季度收入10.65亿美元，同比增长166%，GAAP营业利润1.82亿美元，机构预计盈利进入拐点。
（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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