5月22日，Bloom Energy盘中上涨3.99%，报320.42美元/股，成交额3.12亿美元。
消息面上，公司近日与欧洲AI基础设施提供商Nebius签署了最高价值26亿美元的长期燃料电池供电协议，采用月度服务费模式，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，由Bloom Energy负责安装、运营及维护。这是继此前甲骨文超级订单后，公司在AI数据中心供电领域的又一重大突破。同日，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。Nebius方面表示，电力供应仍是AI基础设施建设的核心瓶颈，选择Bloom Energy是因其燃料电池可现场部署、快速上线且满足AI工作负载稳定性要求。
（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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