Bloom Energy Corp (BE) 今日盘前股价大涨5.04%，引起了市场的广泛关注。
消息面上，Nebius向美国证券交易委员会提交文件披露，其子公司已于5月14日与Bloom Energy签署主燃料电池容量协议及相关系统订单。协议期限内，Nebius将支付最高达26亿美元的月度服务费，用于购买供电系统容量及电力。项目预计分三个阶段上线，提供约250兆瓦保障容量及328兆瓦装机容量，每阶段合同期限为10年，Bloom Energy负责安装、运营和维护。Nebius正致力于解决AI基础设施扩张中的电力瓶颈问题，此次合作将支撑其美国数据中心的电力需求。
该重大订单消息为Bloom Energy带来了强劲的增长预期，推动了股价在盘前交易中的显著上涨，并延续了前一交易日的涨势。
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