智通财经APP获悉，周二，Bloom Energy(BE.US)开盘暴跌超8%，随后一路走低，盘中曾跌超15%，截至发稿，跌幅收窄至12%。该股7月以来表现不佳，股价已持续下跌超45%。消息面上，公司将于7月28日盘后公布Q2财报。机构预期2026Q2预计实现营收8.27亿美元，同比增加106.11%;预期每股收益0.251美元，同比扭亏为盈。与此同时，市场将关注核心业绩指标能否延续Q1超预期势头，本次Q2业绩能否延续这一强劲势头至关重要。市场关注管理层是否会凭借强劲的AI电力需求，再次上调全年营收指引，尤其是考虑到其与Brookfield的合作规模已扩大至250亿美元 。
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