异动解读｜Bloom Energy盘中上涨3.26%，创纪录Q1业绩与Oracle大单持续推动股价走高

行情直击05-04

5月4日，Bloom Energy盘中上涨3.26%，报299.02美元/股，成交额1.65亿美元。股价延续近期强势，自4月底以来累计涨幅显著。

消息面上，公司此前公布创纪录的一季度业绩并上调全年业绩指引，同时与Oracle达成2.8GW燃料电池大单，成为推动本轮多日上涨行情的核心催化剂。此外，RBC Capital Markets将Bloom Energy目标价从143美元大幅上调至335美元，维持"跑赢大盘"评级，并指出公司正将产能从2GW扩至5GW，设备积压订单估计超150亿美元，预计需求在未来两年内有望翻倍。市场对公司在电网约束、供电时效及水资源稀缺等结构性需求推动下的增长前景持续看好。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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