异动解读 | Q1业绩远超预期叠加Oracle大单催化，Bloom Energy盘前大涨14.86%

异动解读04-29 16:08

Bloom Energy Corp(BE)今日盘前股价大幅上涨14.86%，引起了市场的广泛关注。

消息面上，公司公布的一季度财报业绩全面超出市场预期，是本次股价上涨的核心驱动。具体来看，调整后每股收益达到0.44美元，远超分析师一致预期的0.13美元，同比增长约1367%；营收约7.51亿美元，也大幅超出市场预期的5.52亿美元。此外，公司同步上调了全年营收指引至34亿至38亿美元，显著增强了市场对其未来增长潜力的信心。

除强劲的财报外，公司近期与甲骨文(Oracle)签署的面向AI数据中心供电场景的2.8吉瓦超大规模燃料电池订单持续释放增长动能，该订单规模为公司历史之最。瑞银(UBS)等投行此前也已上调公司目标价，多重利好因素共振，共同推动了本次盘前股价的强势表现。

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