5月26日，Bloom Energy盘前上涨3.26%，报312.3美元/股，成交额554.73万美元。
消息面上，公司此前与欧洲AI基础设施提供商Nebius签署最高价值26亿美元的长期燃料电池供电协议，协议期限长达30年，将分三阶段提供约328兆瓦装机容量。该协议采用月度服务费模式，是继甲骨文2.8GW超级订单后公司在AI数据中心供电领域的又一重大突破。此外，大和证券将Bloom Energy评级从"持有"上调至"跑赢大盘"，目标价从98美元大幅调升至324美元，进一步强化市场看多情绪。
（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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