异动解读｜Bloom Energy盘中下跌3.1%，做空报告余波未消叠加多空博弈加剧股价持续承压

行情直击07-20 21:53

7月20日，Bloom Energy盘中下跌3.1%，报203.0美元/股，成交额3.94亿美元。消息面上，做空机构Hunterbrook此前发布报告质疑公司5吉瓦年产能需消耗约220吨氧化钪、接近全球年供应总量240吨，且多家律所已就此发起证券欺诈调查，市场对其长期扩产可行性及供应链稳定性的担忧尚未根本消除。

尽管RBC研报指出做空报告"依赖过时参考资料"、用量估算很可能被高估，UBS亦维持买入评级及350美元目标价，工业发展基金与橡树资本亦宣布投入17亿美元支持公司燃料电池为AI基础设施供电，但空头情绪仍占上风，股价延续近期反复下行格局。值得关注的是，公司下次财报将于7月28日盘后发布，预期EPS为0.23美元。

（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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