7月6日，Bloom Energy盘中上涨3.1%，报278.7美元/股，成交额1.02亿美元。
消息面上，Bloom Energy此前与布鲁克菲尔德资产管理公司宣布，双方为AI基础设施提供电力的合作框架已从50亿美元大幅扩容至250亿美元，增幅达五倍。该融资支持来自布鲁克菲尔德AI基础设施基金，将推动双方燃料电池合作的全球扩张。此次合作进一步巩固了Bloom Energy作为AI数据中心现场供电核心方案商的定位，叠加此前公司在怀俄明州获得约26.5亿美元、期限20年的长期合同，基本面利好持续释放。此外，瑞银近期将公司目标价由322美元上调至350美元，维持买入评级。
（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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