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阿斯麦Q3营收116.62亿欧元，不及市场预期

2026 Q3 财报季：Bloom Energy营收飙升138%并上调全年指引，西部数据业绩超预期却跌超5%

Bloom Energy三季度营收同比飙升138%，实现扭亏为盈并上调全年业绩指引，AI电力需求持续释放；西部数据营收增长55%，业绩与下季指引均超预期，却在盘后跌超5%。亮眼财报难消AI资本开支回报疑虑，业绩增长能否重燃市场信心？

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