周一盘中，燃料电池制造商Bloom Energy（BE）股价大涨5.01%，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。
最近，Bloom Energy与布鲁克菲尔德资产管理公司达成了一项价值50亿美元的战略合作协议，成为后者全球人工智能工厂的首选现场电力供应商。这一合作被视为Bloom Energy进军快速增长的AI数据中心供电市场的重要里程碑。受此影响，投行杰富瑞将Bloom Energy的目标股价从31美元大幅上调至53美元，尽管仍维持"跑输大盘"评级。
值得注意的是，Bloom Energy今年的股价表现极为亮眼，累计涨幅已超过495%，成为2025年表现最佳的股票之一。公司最新公布的第三季度财报也相当亮眼，营收同比增长57%至5.19亿美元，超出市场预期。此外，Bloom Energy还宣布了扩大产能的计划，预计到2026年底将实现年产2吉瓦燃料电池的能力，这可能使其年收入较2025年水平翻两番。这些因素共同推动了投资者对公司未来发展前景的信心，从而带动股价上涨。
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