Bloom Energy Corp(BE)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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BE Bloom Energy Corp

交易中 02-11 12:15:48 EST

145.18

-3.52

-2.37%

最高160.00	最低137.22	成交量719.47万
今开154.30	昨收148.70	日振幅15.32%
总市值406.50亿	流通市值309.23亿	总股本2.80亿
成交额10.50亿	换手率3.38%	流通股本2.13亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

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将全球资金转移网络扩展至中国大陆数十亿张银行卡。我们认为，全球支付行业正在发生一轮清晰的“层级分化”。美伊第一轮谈判后，市场风偏快速重启，领涨的依然是我们认可的泛AI、商业航天等方向。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260209194151a6e6023a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Energy盘前大涨6.89%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183048246","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1183048246?lang=zh_cn&edition=full","pubTime":"2026-02-06 17:09","pubTimestamp":1770368989,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp今日盘前股价大幅上涨6.89%，引起了市场的广泛关注。消息面上，公司此前公布了2025财年第四季度及全年财务业绩报告，全年营收突破历史纪录，创下新高，展现出强劲的业务增长势头。此外，分析师机构BTIG将Bloom Energy的目标价从145美元上调至165美元，进一步提振了市场情绪。在能源转型加速的宏观背景下，公司领先的固体氧化物燃料电池技术持续获得认可，财报表现显著超出市场预期，共同推动了股价在盘前交易中走强。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"7a60beda1a7ee3479a19a7555c9ce772","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["BE"],"gpt_icon":0},{"id":"1134733213","title":"盘前异动｜加密货币概念股反弹，Coinbase、Strategy涨超4%；亚马逊跌超9%，资本开支指引引发担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1134733213","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1134733213?lang=zh_cn&edition=full","pubTime":"2026-02-06 17:02","pubTimestamp":1770368539,"startTime":"0","endTime":"0","summary":"2月6日，美股三大股指期货集体走低，截止发稿，道指期货跌0.04%，纳指期货跌0.29%，标普500指数期货跌0.09%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"c8b28d46a5e6008739547b9e41ba3626","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE","RBLX","AMZN"],"gpt_icon":0},{"id":"1129996154","title":"异动解读 | 财报利好推动，Bloom Energy夜盘大涨5.78%","url":"https://stock-news.laohu8.com/highlight/detail?id=1129996154","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1129996154?lang=zh_cn&edition=full","pubTime":"2026-02-06 09:09","pubTimestamp":1770340140,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp（股票代码：BE）今日夜盘时段股价大幅上涨5.78%，引起了市场的广泛关注。消息面上，公司稍早前公布了2025财年第四季度及全年财务业绩报告。报告显示，公司全年营收突破历史纪录，创下新高，展现出强劲的业务增长势头。同时，公司第四季度毛利率达到30.8%，盈利能力表现稳健。在能源转型加速的背景下，Bloom Energy凭借其领先的固体氧化物燃料电池技术持续获得市场认可。分析师指出，其差异化的竞争策略和创纪录的营收表现，增强了投资者对公司未来在分布式能源及氢能解决方案等领域发展前景的信心，这可能是推动股价在夜盘交易中走强的主要原因。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"74b280890c530360dd24cbc11ceef49f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["BE"],"gpt_icon":0},{"id":"1168335588","title":"Bloom Energy第四季度每股收益为0美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1168335588","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1168335588?lang=zh_cn&edition=full","pubTime":"2026-02-06 05:39","pubTimestamp":1770327560,"startTime":"0","endTime":"0","summary":"Bloom Energy公司公布第四季度毛利率为30.8%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0476273544.USD","LU0823414478.USD","BK4541","LU2506951792.HKD","LU0823414551.USD","LU1642822529.SGD","LU2294711713.HKD","LU0444971666.USD","LU2357125470.USD","BK4585","BK4588","LU1064131342.USD","LU1988902786.USD","LU2249611893.SGD","LU2264538146.SGD","BK4182","LU1815336760.USD","LU0444973449.USD","BE","LU2543165471.USD","LU0957808578.USD"],"gpt_icon":0},{"id":"1152336960","title":"Bloom Energy公布2025年第四季度及全年财报 全年营收创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1152336960","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1152336960?lang=zh_cn&edition=full","pubTime":"2026-02-06 05:23","pubTimestamp":1770326581,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp近日披露2025财年第四季度及全年财务业绩报告。数据显示，公司全年营收突破历史纪录，展现出强劲的业务增长势头。在能源转型加速的宏观背景下，Bloom Energy凭借其领先的固体氧化物燃料电池技术，持续获得市场认可。第四季度业绩延续了前三季度的增长态势，多项关键财务指标实现同比提升。分析师指出，Bloom Energy在清洁能源领域的差异化竞争策略已初见成效，其全年营收里程碑为行业树立了新标杆。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"74b280890c530360dd24cbc11ceef49f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4541","LU0957808578.USD","LU0444973449.USD","BK4182","LU2264538146.SGD","BE","LU0444971666.USD","LU0823414478.USD","LU2506951792.HKD","LU2543165471.USD","LU2357125470.USD","LU2249611893.SGD","LU1064131342.USD","BK4585","LU1988902786.USD","LU0476273544.USD","LU0823414551.USD","LU1815336760.USD","BK4588","LU2294711713.HKD","LU1642822529.SGD"],"gpt_icon":0},{"id":"1157104760","title":"巴克莱银行首次覆盖Bloom Energy Corp，给予“持股观望”评级及153美元目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1157104760","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1157104760?lang=zh_cn&edition=full","pubTime":"2026-01-29 19:25","pubTimestamp":1769685922,"startTime":"0","endTime":"0","summary":"巴克莱银行近日宣布，对清洁能源公司Bloom Energy Corp启动研究覆盖，并给予“持股观望”的初始评级，同时设定目标股价为每股153美元。\n此次覆盖标志着华尔街机构对Bloom Energy Corp业务前景的持续关注。该评级反映了分析师对公司当前估值与行业发展趋势的平衡评估。\n目标价的设定则基于对公司燃料电池技术商业化潜力及能源转型市场的综合分析。随着全球对可持续能源解决方案需求的增长，Bloom Energy Corp的创新能源平台预计将迎来新的发展机遇。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4588","BK4541","LU2357125470.USD","LU0823414478.USD","LU1064131342.USD","LU0444973449.USD","LU1988902786.USD","BE","BK4182","BK4585","LU0476273544.USD","LU1642822529.SGD","LU2294711713.HKD","LU2543165471.USD","LU0823414551.USD","LU0957808578.USD","LU2506951792.HKD","LU2264538146.SGD","LU1815336760.USD","LU2249611893.SGD","LU0444971666.USD"],"gpt_icon":0},{"id":"1140886785","title":"财报前瞻｜Bloom Energy Corp本季度营收或达6.52亿美元，机构偏谨慎","url":"https://stock-news.laohu8.com/highlight/detail?id=1140886785","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1140886785?lang=zh_cn&edition=full","pubTime":"2026-01-29 10:20","pubTimestamp":1769653214,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp将于2026年02月05日发布最新季度财报，市场关注收入与利润改善节奏及订单交付质量。市场一致预期本季度Bloom Energy Corp总收入为6.52亿美元，同比增长26.99%；调整后每股收益为0.31美元，同比增长4.86%；EBIT为9,173.38万美元，同比增长8.17%。上季度Bloom Energy Corp营收5.19亿美元，同比增长57.10%；毛利率29.22%，同比数据未披露；归属母公司净利润为-2,309.30万美元，环比增长45.82%；净利率-4.45%，同比数据未披露；调整后每股收益0.15美元，同比增长16.00%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"财报前瞻｜Bloom Energy Corp本季度营收或达6.52亿美元，机构偏谨慎","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"gpt_icon":1},{"id":"1160926185","title":"Bloom Energy、Lumentum等热门股有望实现盈利超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1160926185","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1160926185?lang=zh_cn&edition=full","pubTime":"2026-01-26 14:39","pubTimestamp":1769409540,"startTime":"0","endTime":"0","summary":"核心要点Trivariate Research分析指出，市盈率上升往往预示公司更可能超越盈利预期；Exxon Mobil的远期市盈率在过去12个月内从14倍大幅上升至19倍；受人工智能需求推动，Lumentum Holdings的市盈率从36倍升至45倍，而Bloom Energy的远期市盈率则从63倍激增至121倍。Trivariate的名单还包括许多规模较小但增长前景看好的公司，例如Lumentum Holdings、L3Harris Technologies和Bloom Energy。生产固体氧化物燃料电池的Bloom Energy是另一家受益于人工智能基础设施需求的“卖铲人”型公司。Bloom Energy定于2月5日发布第四季度业绩。","market":"us","thumbnail":"https://community-static.tradeup.com/news/21c19ffe8db7aaf3fd7cff00b9052045","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/21c19ffe8db7aaf3fd7cff00b9052045"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE","BE"],"gpt_icon":0},{"id":"2603689977","title":"Bloom Energy(BE)盘前涨超1% 日前斩获美国电力公司1GW的固体氧化物燃料电池订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2603689977","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603689977?lang=zh_cn&edition=full","pubTime":"2026-01-13 20:25","pubTimestamp":1768307159,"startTime":"0","endTime":"0","summary":"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。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/YjVhOWQ5NzA2M2E1Yzc2MTczNjIzNzY5MDQ1Ng==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YjVhOWQ5NzA2M2E1Yzc2MTczNjIzNzY5MDQ1Ng==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"296216","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0823414478.USD","IE00B19Z3B42.SGD","LU1988902786.USD","LU1894683264.USD","LU1642822529.SGD","BK4588","IE00B19Z3581.USD","LU2357125470.USD","LU0476273544.USD","LU2264538146.SGD","IE00B29SXL02.USD","IE0002270589.USD","LU1064131342.USD","LU0444971666.USD","LU2294711713.HKD","LU2506951792.HKD","BK4606","LU0444973449.USD","LU2543165471.USD","LU1894683348.USD","LU2249611893.SGD","BK4182","LU0957808578.USD","LU1815336760.USD","BK4585","BE","LU0823414551.USD","BK4541","IE00B29SXK94.USD","IE00B7SZLL34.SGD","BK4081"],"gpt_icon":0},{"id":"2602559945","title":"招商证券：Bloom Energy(BE.US)斩获GW级订单 SOFC应用再加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2602559945","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602559945?lang=zh_cn&edition=full","pubTime":"2026-01-12 14:52","pubTimestamp":1768200731,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，招商证券发布研报称，1月8日，美国电力公司宣布行使期权，向Bloom Energy购买高达1GW的固体氧化物燃料电池，交易总价值约26.5亿美元。招商证券主要观点如下：GW订单落地，SOFC为AI数据中心供电商业闭环彻底打通此次AEP在前期100MW订单基础上，全额行使900MW期权，是继25Q3BE与Brookfield达成50亿美元战略合作后的又一标志性事件。此外，国内SOFC示范项目也在快速追赶。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1391539.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1147","LU2249611893.SGD","LU2294711713.HKD","BK4541","LU1642822529.SGD","BK4182","BK4588","LU0823414551.USD","LU2357125470.USD","LU1064131342.USD","BK0276","BE","BK0012","BK0010","LU1988902786.USD","BK0183","LU2506951792.HKD","BK4585","LU2543165471.USD","LU0476273544.USD","BK1564","BK0188","LU2264538146.SGD","LU0444973449.USD","LU0823414478.USD","LU0444971666.USD","LU1815336760.USD","BK0028","LU0957808578.USD"],"gpt_icon":1},{"id":"1124944437","title":"异动解读 | Bloom Energy盘中大涨16.69%，与美国电力达成26.5亿美元燃料电池交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1124944437","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1124944437?lang=zh_cn&edition=full","pubTime":"2026-01-08 22:38","pubTimestamp":1767883126,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp（BE）今日盘中大涨16.69%，引起了市场的广泛关注。消息面上，Bloom Energy与美国电力公司（AEP）达成了一笔价值26.5亿美元的固体氧化物燃料电池采购协议。这笔交易代表了双方关系的重大扩展，AEP将购买此前宣布的燃料电池选择权的“大部分”，并计划在怀俄明州建设一座燃料电池发电设施。此外，AEP还与一家未具名的“高投资级第三方客户”签订了为期20年的包销协议，涵盖计划中的怀俄明设施100%的产出。这笔大订单是对Bloom Energy燃料电池技术的重大信任票，其技术通过电化学过程而非燃烧来发电，预计将为公司带来长期稳定的收入增长。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dbdf1482abdd9ac739838d780ef4f029","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["BE"],"gpt_icon":0},{"id":"1123985270","title":"异动解读 | Bloom Energy盘前大涨15.63%，与美国电力达成26.5亿美元燃料电池交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1123985270","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1123985270?lang=zh_cn&edition=full","pubTime":"2026-01-08 22:06","pubTimestamp":1767881203,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp（BE）今日盘前股价大涨15.63%，引发市场广泛关注。消息面上，Bloom Energy与美国电力公司（AEP）达成了一笔价值26.5亿美元的固体氧化物燃料电池采购协议。这笔交易代表了双方关系的重大扩展，AEP将购买此前宣布的燃料电池选择权的“大部分”，并计划在怀俄明州建设一座燃料电池发电设施。此外，AEP还与一家未具名的“高投资级第三方客户”签订了为期20年的包销协议，涵盖计划中的怀俄明设施100%的产出。这笔大订单是对Bloom Energy燃料电池技术的重大信任票，其技术通过电化学过程而非燃烧来发电。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dbdf1482abdd9ac739838d780ef4f029","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["BE"],"gpt_icon":0},{"id":"1165500753","title":"Bloom Energy与美国电力达成26.5亿美元燃料电池交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1165500753","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1165500753?lang=zh_cn&edition=full","pubTime":"2026-01-08 21:53","pubTimestamp":1767880430,"startTime":"0","endTime":"0","summary":"1月8日，Bloom Energy盘前涨超12%，公司与美国电力达成一笔高达26.5亿美元的燃料电池交易。","market":"us","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dbdf1482abdd9ac739838d780ef4f029","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Bloom Energy与美国电力达成26.5亿美元燃料电池交易","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"gpt_icon":1},{"id":"2600783069","title":"美股异动 | AI能源概念股集体走高 Bloom Energy(BE.US)涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2600783069","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2600783069?lang=zh_cn&edition=full","pubTime":"2026-01-02 23:22","pubTimestamp":1767367321,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周五，AI能源概念股集体走高，截至发稿，Bloom Energy(BE.US)涨超8%，Constellation Energy(CEG.US)涨超4%，康明斯(CMI.US)涨超1.3%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1388270.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BE","LU2264538146.SGD","BK4541","LU2249611893.SGD","BK4182","LU1064131342.USD","LU0444971666.USD","LU0823414478.USD","LU2294711713.HKD","LU0957808578.USD","LU2357125470.USD","CEG","LU0823414551.USD","LU1815336760.USD","LU0444973449.USD","LU1988902786.USD","LU2506951792.HKD","LU0476273544.USD","LU1642822529.SGD","CMI","BK4585","BK4588"],"gpt_icon":0},{"id":"1141614347","title":"SemiAnalysis深度报告：美国电网跟不上，AI数据中心“自建电厂”跟时间赛跑","url":"https://stock-news.laohu8.com/highlight/detail?id=1141614347","media":"华尔街见闻","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1141614347?lang=zh_cn&edition=full","pubTime":"2026-01-01 20:03","pubTimestamp":1767269022,"startTime":"0","endTime":"0","summary":"但SemiAnalysis指出，AI数据中心遭遇的真正瓶颈，并不在于电力资源是否存在，而在于电力交付节奏与算力扩张速度的严重错配。SemiAnalysis给出的答案是：算力的时间价值正在重塑一切决策逻辑。xAI带头，AI巨头集体“自发电”SemiAnalysis在报告中重点分析了xAI的案例。SemiAnalysis认为，这标志着电力首次被视为AI基础设施的一部分，而非外部条件。SemiAnalysis在报告中并未回避一个现实：自建电厂的长期成本通常高于电网供电。它已经签署了800兆瓦的美国数据中心合同。","market":"us","thumbnail":"https://community-static.tradeup.com/news/10f453c94357c66237168bf74fe4a67f","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/10f453c94357c66237168bf74fe4a67f"],"rights":{"source":"lsy1762389672944","url":"https://wallstreetcn.com/articles/3762433","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3762433","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1762389672944","symbols":["BE","CAT","GEV"],"gpt_icon":1},{"id":"1111703860","title":"2025年回顾｜AI浪潮下存储“超级周期”来袭！SanDisk年内飙升577%成最大赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=1111703860","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1111703860?lang=zh_cn&edition=full","pubTime":"2026-01-01 10:20","pubTimestamp":1767234000,"startTime":"0","endTime":"0","summary":"2025年随着AI数据中心对存储芯片需求激增，行业迎来超级周期。电力是制约AI数据中心建设的另一大瓶颈，相关概念股被资金爆炒，燃料电池龙头$Bloom Energy$年内飙升291.22%；为应对AI算力需求激增与地面电力瓶颈，美国科技巨头集体转向“太空数据中心”构想，太空概念股$回声星通信$、$AST SpaceMobile $年内表现亮眼，分别录得374.67%、244.22%的涨幅。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE","SNDK","AU","WDC","BE","STX","GFI","MU","SATS","ASTS"],"gpt_icon":1},{"id":"2583541487","title":"Bloom Energy Corporation盘中异动 早盘股价大跌5.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=2583541487","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2583541487?lang=zh_cn&edition=full","pubTime":"2025-11-13 22:32","pubTimestamp":1763044329,"startTime":"0","endTime":"0","summary":"北京时间2025年11月13日22时32分，Bloom Energy Corporation股票出现波动，股价大幅跳水5.02%。Bloom Energy Corporation股票所在的电气设备零件行业中，整体跌幅为0.85%。其相关个股中，亿珑能源、巴拉德动力系统、雷亚电子涨幅较大，Dragonfly Energy Holdings Corp、Amprius Technologies, Inc.、Ess Tech, Inc.较为活跃，换手率分别为0.36%、0.34%、0.32%，振幅较大的相关个股有承创互连科技、巴拉德动力系统、Orion Energy Systems, Inc.，振幅分别为10.53%、9.04%、8.49%。Bloom Energy Corporation公司简介：Bloom Energy设计、制造、销售和安装用于现场发电的固体氧化物燃料电池系统。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111322320995026e73&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Energy股价盘中大涨5.01%，50亿美元AI数据中心供电合作推动增长","url":"https://stock-news.laohu8.com/highlight/detail?id=1170235617","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1170235617?lang=zh_cn&edition=full","pubTime":"2025-11-03 22:47","pubTimestamp":1762181228,"startTime":"0","endTime":"0","summary":"周一盘中，燃料电池制造商Bloom Energy股价大涨5.01%，引发市场广泛关注。最近，Bloom Energy与布鲁克菲尔德资产管理公司达成了一项价值50亿美元的战略合作协议，成为后者全球人工智能工厂的首选现场电力供应商。这一合作被视为Bloom Energy进军快速增长的AI数据中心供电市场的重要里程碑。值得注意的是，Bloom Energy今年的股价表现极为亮眼，累计涨幅已超过495%，成为2025年表现最佳的股票之一。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["BE"],"gpt_icon":1},{"id":"1129249834","title":"异动解读 | Bloom Energy盘中大涨5.01%，AI数据中心电力需求带动增长前景","url":"https://stock-news.laohu8.com/highlight/detail?id=1129249834","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1129249834?lang=zh_cn&edition=full","pubTime":"2025-11-03 22:46","pubTimestamp":1762181215,"startTime":"0","endTime":"0","summary":"周一盘中，燃料电池制造商Bloom Energy股价大涨5.01%，引发市场关注。这一涨势主要受到公司与布鲁克菲尔德资产管理达成的50亿美元战略合作协议的推动，以及公司在人工智能数据中心电力供应领域的增长前景。布鲁克菲尔德将投资高达50亿美元部署Bloom Energy的先进燃料电池技术，以支持其AI基础设施布局。值得注意的是，Bloom 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