7月29日，Bloom Energy盘中上涨8.04%，报176.605美元/股，成交额6.18亿美元。
消息面上，公司于7月28日盘后公布Q2财报，业绩全面大幅超出市场预期。季度营收10.65亿美元，首次突破10亿美元大关，远超市场预期的8.23亿美元，同比增长166%；调整后每股收益0.78美元，较市场预期的0.40美元高出95%，同比暴增680%。毛利率从去年同期的26.7%大幅提升至33.4%，营业利润由亏损350万美元扭亏为盈至1.822亿美元。
公司同时上调全年业绩指引，预计营收39亿至42亿美元，高于此前一致预期的37.3亿美元，非GAAP营业收入8亿至9亿美元，非GAAP每股收益2.55至2.85美元。CEO表示所有主要美国超大规模云厂商及逾十二家AI相关客户已完成验证，AI数据中心电力需求为核心增长驱动。此外，公司近期与Brookfield将AI基础设施合作规模扩大至250亿美元，瑞银维持买入评级及350美元目标价。
（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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