6月25日，Bloom Energy盘后上涨3.16%，报336.0美元/股，成交额5.06亿美元，延续近期反弹修复走势。
消息面上，公司接连斩获大型长期合同，与Brookfield合作聚焦AI数据中心基础设施建设，合同总价值约26.5亿美元，期限长达20年。此外，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。叠加甲骨文上调云基础设施业务增速预期至77%，公司作为甲骨文SOFC核心供应商，订单能见度持续提升。
（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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