6月18日，Bloom Energy夜盘上涨3.11%，报293.86美元/股，成交额233.51万美元，延续近期反弹修复走势。
消息面上，此前引发市场恐慌的怀俄明州夏延市1.8GW数据中心项目已确认并未终止，电力公用事业公司Black Hills明确表示将继续推进建设，预计2028年初投入使用，该项目原计划引入约900兆瓦Bloom Energy燃料电池系统，对应潜在收入约26.5亿美元。此外，甲骨文上调云基础设施业务增速预期至77%，进一步强化AI数据中心电力需求前景，Bloom Energy作为甲骨文SOFC核心供应商，订单能见度持续提升。同行业个股中，NANO Nuclear Energy涨3.87%、NuScale Power涨1.93%、GE Vernova涨0.93%，板块整体偏强。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.