异动解读｜Bloom Energy盘前下跌5.53%，做空报告余波持续发酵供应链疑虑压制股价

行情直击07-13

7月13日，Bloom Energy盘前下跌5.53%，报231.51美元/股，成交额190.85万美元。

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，并对营收增速及核心客户甲骨文项目许可进度提出质疑。尽管公司已向SEC提交文件驳斥相关指控，声称拥有充足供应可支撑每年25吉瓦产能且不依赖中国供应链，UBS亦维持买入评级及350美元目标价，认为氧化钪担忧被过度放大，但市场对其长期扩产可行性的疑虑仍未消散，做空报告余波持续压制投资者情绪。

（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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