金吾财讯 | Bloom Energy(BE)盘前涨超1%，截至发稿，报138.580美元。招商证券发研报指，美国电力公司(AEP)宣布行使期权，向Bloom Energy(BE)购买高达1GW(100MW初始+900MW期权)的固体氧化物燃料电池(SOFC)，交易总价值约26.5亿美元。根据AEP和BE前期合作信息，项目预计服务于第三方大型数据中心客户，这标志着SOFC在数据中心场景的应用已从“验证期”正式迈入“大规模放量期”。SOFC是AI缺电的重要解决方案，在电网侧短期难以扩容的背景下，SOFC已具备极强的“刚需”属性。
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