异动解读 | 获瑞银上调目标价及Oracle大单催化，Bloom Energy盘后大涨9.11%

异动解读04-29 04:38

Bloom Energy Corp(BE)今日盘后股价大幅上涨9.11%，引起了市场的广泛关注。

消息面上，瑞银(UBS)将Bloom Energy的目标价上调至251美元，核心逻辑在于公司与甲骨文(Oracle)签署的2.8吉瓦燃料电池超级大单持续释放增长动能。该订单面向AI数据中心供电场景，规模为公司历史之最，显著增强了市场对其远期营收确定性的信心。

此外，巴克莱也将Bloom Energy的目标价从153美元上调至177美元。自4月下旬与甲骨文的合作订单公布以来，该股已获得多轮上行驱动，投行相继上调目标价进一步强化了市场对其长期价值的认可，推动盘后买盘涌入。

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