王炸女神
04-14
更应该乐观的是oracle
拿下甲骨文大单！“储能妖股”Bloom Energy暴涨创新高
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小跳蚤
04-14
小跳蚤
没错，oracle用电上升预示着营收会增加
什么也没有了～
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tg-height=\"415\"/></p><h2 id=\"id_3061842331\">扩大版协议：从1.2吉瓦到2.8吉瓦</h2><p style=\"text-align: justify;\">此次协议是双方合作关系的实质性升级。Bloom Energy总部位于加利福尼亚州圣何塞，是一家专注于分布式发电的燃料电池企业。</p><p style=\"text-align: justify;\"><strong>根据最新协议，Oracle采购规模上限达2.8吉瓦，较已落地的1.2吉瓦初始合同大幅扩容，增量部分将随Oracle云基础设施项目的推进逐步落地。</strong></p><p style=\"text-align: justify;\">Bloom表示，此次扩大合作凸显了其为AI工作负载提供快速、可靠电力的能力。AI数据中心对电力供应的要求与传统负载截然不同，需要能够快速响应负载波动的电源系统，而这恰恰是传统电网难以满足的。</p><h2 id=\"id_470014358\">技术优势：契合AI高密度算力需求</h2><p style=\"text-align: justify;\">Bloom在声明中着重强调了其技术平台的差异化定位。该公司表示，其燃料电池系统专为支持更高密度的AI工作负载而设计，效率更优，且技术平台与800V直流等新兴行业标准相兼容。</p><p style=\"text-align: justify;\">这一技术特性使Bloom的产品在AI数据中心供电市场具备独特竞争力。<strong>随着大模型训练和推理对算力密度的要求持续攀升，数据中心运营商对稳定、高效、可快速扩容的电力解决方案的需求日益迫切，Bloom的燃料电池系统正切中这一痛点。</strong></p><p style=\"text-align: justify;\">Bloom Energy股价的盘后暴涨，再度印证了市场对AI基础设施供电概念的高度敏感。Oracle当日正式交易时段的12.7%涨幅已令其成为标普500当日最强个股，而Bloom的14%盘后涨幅则进一步放大了这一主题的市场热度。</p><p style=\"text-align: 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拿下甲骨文大单！“储能妖股”Bloom Energy暴涨创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-14 11:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Bloom Energy与Oracle签署扩大版供电协议，Oracle计划采购最高2.8吉瓦燃料电池系统，为美国AI及云计算基础设施提供电力支撑，初始1.2吉瓦合同已进入执行阶段，消息刺激Bloom股价盘后飙升14%。</p></blockquote><p style=\"text-align: justify;\">周一，燃料电池企业Bloom Energy与科技巨头Oracle达成扩大版供电协议，成为AI数据中心能源军备竞赛的最新受益者。</p><p style=\"text-align: justify;\"><strong>根据协议，Oracle计划采购最高2.8吉瓦的Bloom燃料电池系统，用于支持其在美国的AI及云计算基础设施建设。</strong>Bloom方面表示，其中初始1.2吉瓦容量已完成合同签署，部署工作正在推进，并将延续至明年。</p><p style=\"text-align: justify;\">消息公布后，Bloom Energy股价在周一盘后交易中飙升14%。Oracle股价当日表现同样强劲——正式交易时段收涨12.7%至155.62美元，位居标普500指数当日涨幅榜首，盘后进一步上涨1.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/004dd79d6292c5c4e34f0e99749f90d0\" tg-width=\"577\" tg-height=\"415\"/></p><h2 id=\"id_3061842331\">扩大版协议：从1.2吉瓦到2.8吉瓦</h2><p style=\"text-align: justify;\">此次协议是双方合作关系的实质性升级。Bloom Energy总部位于加利福尼亚州圣何塞，是一家专注于分布式发电的燃料电池企业。</p><p style=\"text-align: justify;\"><strong>根据最新协议，Oracle采购规模上限达2.8吉瓦，较已落地的1.2吉瓦初始合同大幅扩容，增量部分将随Oracle云基础设施项目的推进逐步落地。</strong></p><p style=\"text-align: justify;\">Bloom表示，此次扩大合作凸显了其为AI工作负载提供快速、可靠电力的能力。AI数据中心对电力供应的要求与传统负载截然不同，需要能够快速响应负载波动的电源系统，而这恰恰是传统电网难以满足的。</p><h2 id=\"id_470014358\">技术优势：契合AI高密度算力需求</h2><p style=\"text-align: justify;\">Bloom在声明中着重强调了其技术平台的差异化定位。该公司表示，其燃料电池系统专为支持更高密度的AI工作负载而设计，效率更优，且技术平台与800V直流等新兴行业标准相兼容。</p><p style=\"text-align: justify;\">这一技术特性使Bloom的产品在AI数据中心供电市场具备独特竞争力。<strong>随着大模型训练和推理对算力密度的要求持续攀升，数据中心运营商对稳定、高效、可快速扩容的电力解决方案的需求日益迫切，Bloom的燃料电池系统正切中这一痛点。</strong></p><p style=\"text-align: justify;\">Bloom Energy股价的盘后暴涨，再度印证了市场对AI基础设施供电概念的高度敏感。Oracle当日正式交易时段的12.7%涨幅已令其成为标普500当日最强个股，而Bloom的14%盘后涨幅则进一步放大了这一主题的市场热度。</p><p style=\"text-align: justify;\">对投资者而言，此次合作协议提供了明确的订单能见度——2.8吉瓦的采购上限意味着可观的潜在营收规模，而初始1.2吉瓦的合同已进入执行阶段，为短期业绩提供了支撑。这一组合使Bloom Energy在AI能源基础设施赛道上的卡位价值得到市场重新定价。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - 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Energy与科技巨头Oracle达成扩大版供电协议，成为AI数据中心能源军备竞赛的最新受益者。根据协议，Oracle计划采购最高2.8吉瓦的Bloom燃料电池系统，用于支持其在美国的AI及云计算基础设施建设。Bloom方面表示，其中初始1.2吉瓦容量已完成合同签署，部署工作正在推进，并将延续至明年。消息公布后，Bloom Energy股价在周一盘后交易中飙升14%。Oracle股价当日表现同样强劲——正式交易时段收涨12.7%至155.62美元，位居标普500指数当日涨幅榜首，盘后进一步上涨1.2%。扩大版协议：从1.2吉瓦到2.8吉瓦此次协议是双方合作关系的实质性升级。Bloom Energy总部位于加利福尼亚州圣何塞，是一家专注于分布式发电的燃料电池企业。根据最新协议，Oracle采购规模上限达2.8吉瓦，较已落地的1.2吉瓦初始合同大幅扩容，增量部分将随Oracle云基础设施项目的推进逐步落地。Bloom表示，此次扩大合作凸显了其为AI工作负载提供快速、可靠电力的能力。AI数据中心对电力供应的要求与传统负载截然不同，需要能够快速响应负载波动的电源系统，而这恰恰是传统电网难以满足的。技术优势：契合AI高密度算力需求Bloom在声明中着重强调了其技术平台的差异化定位。该公司表示，其燃料电池系统专为支持更高密度的AI工作负载而设计，效率更优，且技术平台与800V直流等新兴行业标准相兼容。这一技术特性使Bloom的产品在AI数据中心供电市场具备独特竞争力。随着大模型训练和推理对算力密度的要求持续攀升，数据中心运营商对稳定、高效、可快速扩容的电力解决方案的需求日益迫切，Bloom的燃料电池系统正切中这一痛点。Bloom Energy股价的盘后暴涨，再度印证了市场对AI基础设施供电概念的高度敏感。Oracle当日正式交易时段的12.7%涨幅已令其成为标普500当日最强个股，而Bloom的14%盘后涨幅则进一步放大了这一主题的市场热度。对投资者而言，此次合作协议提供了明确的订单能见度——2.8吉瓦的采购上限意味着可观的潜在营收规模，而初始1.2吉瓦的合同已进入执行阶段，为短期业绩提供了支撑。这一组合使Bloom Energy在AI能源基础设施赛道上的卡位价值得到市场重新定价。","news_type":1,"symbols_score_info":{"BE":2,"ORCL":2}},"isVote":1,"tweetType":1,"viewCount":386,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":20,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":553500696422624,"commentId":"553500696422624","gmtCreate":1776166646515,"gmtModify":1776166650635,"authorId":3499899924438042,"author":{"id":3499899924438042,"idStr":"3499899924438042","authorId":3499899924438042,"name":"小跳蚤","avatar":"https://static.tigerbbs.com/95399cc301ca9223c36b352f4e9fccb9","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":553434319864800,"objectIdStr":"553434319864800","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"没错，oracle用电上升预示着营收会增加","text":"没错，oracle用电上升预示着营收会增加","html":"没错，oracle用电上升预示着营收会增加","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/553434319864800"}
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