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Bloom Energy Corp

140.25

-15.2900-9.83%

成交量：1,050.65万

成交额：15.08亿

市值：392.70亿

市盈率：-381.26

高：160.00

开：159.99

低：136.60

收：155.54

52周最高：176.49

52周最低：15.15

股本：2.80亿

流通股本：2.13亿

量比：1.03

换手率：4.93%

股息：- -

股息率：- -

每股收益(TTM):-0.3679

每股收益(LYR):-0.3679

净资产收益率：-12.65%

总资产收益率：1.57%

市净率：51.09

市盈率(LYR):-381.26

数据加载中...

总览公司新闻资讯公告

海外科技行业周报：美伊第一轮谈判结束风偏重启但风险犹存

BUZZ-Bloom Energy 财年预测高于预期，业绩攀升

异动解读 | 财报超预期及目标价上调，Bloom Energy盘前大涨6.89%

盘前异动｜加密货币概念股反弹，Coinbase、Strategy涨超4%；亚马逊跌超9%，资本开支指引引发担忧

老虎资讯综合

异动解读 | 财报利好推动，Bloom Energy夜盘大涨5.78%

Bloom Energy第四季度每股收益为0美元

Bloom Energy公布2025年第四季度及全年财报全年营收创历史新高

巴克莱银行首次覆盖Bloom Energy Corp，给予“持股观望”评级及153美元目标价

财报前瞻｜Bloom Energy Corp本季度营收或达6.52亿美元，机构偏谨慎

BUZZ-杰富瑞因2026年预期强劲上调布鲁姆能源目标价

Bloom Energy、Lumentum等热门股有望实现盈利超预期

老虎资讯综合

全球股市动态：市场焦点速览

Bloom Energy(BE)盘前涨超1% 日前斩获美国电力公司1GW的固体氧化物燃料电池订单

招商证券：Bloom Energy(BE.US)斩获GW级订单 SOFC应用再加速

BUZZ--美国股票走势-布鲁姆能源公司、泰森食品公司、旅行者科技公司

异动解读 | Bloom Energy盘中大涨16.69%，与美国电力达成26.5亿美元燃料电池交易

美国电力签署26.5亿美元氢燃料电池协议 Bloom Energy股价盘前飙涨14.5%

异动解读 | Bloom Energy盘前大涨15.63%，与美国电力达成26.5亿美元燃料电池交易

Bloom Energy与美国电力达成26.5亿美元燃料电池交易

老虎资讯综合

美股异动 | AI能源概念股集体走高 Bloom Energy(BE.US)涨超8%

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20:48","pubTimestamp":1770382080,"startTime":"0","endTime":"0","summary":"由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260206:nL4S3Z21CB:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE","LU0476273544.USD","LU0957808578.USD","LU1064131342.USD","LU2249611893.SGD","LU0444973449.USD","LU2294711713.HKD","BK4182","LU1815336760.USD","LU2264538146.SGD","LU0823414478.USD","LU0444971666.USD","BK4588","LU1988902786.USD","LU2357125470.USD","LU2543165471.USD","LU2506951792.HKD","BK4585","LU0823414551.USD","LU1642822529.SGD","BK4541"],"gpt_icon":1},{"id":"1183048246","title":"异动解读 | 财报超预期及目标价上调，Bloom Energy盘前大涨6.89%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183048246","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183048246?lang=zh_cn&edition=fundamental","pubTime":"2026-02-06 17:09","pubTimestamp":1770368989,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp今日盘前股价大幅上涨6.89%，引起了市场的广泛关注。消息面上，公司此前公布了2025财年第四季度及全年财务业绩报告，全年营收突破历史纪录，创下新高，展现出强劲的业务增长势头。此外，分析师机构BTIG将Bloom Energy的目标价从145美元上调至165美元，进一步提振了市场情绪。在能源转型加速的宏观背景下，公司领先的固体氧化物燃料电池技术持续获得认可，财报表现显著超出市场预期，共同推动了股价在盘前交易中走强。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["BE"],"gpt_icon":0},{"id":"1134733213","title":"盘前异动｜加密货币概念股反弹，Coinbase、Strategy涨超4%；亚马逊跌超9%，资本开支指引引发担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1134733213","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1134733213?lang=zh_cn&edition=fundamental","pubTime":"2026-02-06 17:02","pubTimestamp":1770368539,"startTime":"0","endTime":"0","summary":"2月6日，美股三大股指期货集体走低，截止发稿，道指期货跌0.04%，纳指期货跌0.29%，标普500指数期货跌0.09%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE","RBLX","AMZN"],"gpt_icon":0},{"id":"1129996154","title":"异动解读 | 财报利好推动，Bloom Energy夜盘大涨5.78%","url":"https://stock-news.laohu8.com/highlight/detail?id=1129996154","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1129996154?lang=zh_cn&edition=fundamental","pubTime":"2026-02-06 09:09","pubTimestamp":1770340140,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp（股票代码：BE）今日夜盘时段股价大幅上涨5.78%，引起了市场的广泛关注。消息面上，公司稍早前公布了2025财年第四季度及全年财务业绩报告。报告显示，公司全年营收突破历史纪录，创下新高，展现出强劲的业务增长势头。同时，公司第四季度毛利率达到30.8%，盈利能力表现稳健。在能源转型加速的背景下，Bloom Energy凭借其领先的固体氧化物燃料电池技术持续获得市场认可。分析师指出，其差异化的竞争策略和创纪录的营收表现，增强了投资者对公司未来在分布式能源及氢能解决方案等领域发展前景的信心，这可能是推动股价在夜盘交易中走强的主要原因。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["BE"],"gpt_icon":0},{"id":"1168335588","title":"Bloom Energy第四季度每股收益为0美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1168335588","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1168335588?lang=zh_cn&edition=fundamental","pubTime":"2026-02-06 05:39","pubTimestamp":1770327560,"startTime":"0","endTime":"0","summary":"Bloom Energy公司公布第四季度毛利率为30.8%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1642822529.SGD","BK4182","LU1988902786.USD","LU0444971666.USD","LU0823414478.USD","LU2357125470.USD","LU0823414551.USD","LU0476273544.USD","LU2543165471.USD","LU2294711713.HKD","LU2249611893.SGD","LU2506951792.HKD","LU0444973449.USD","BK4585","LU1815336760.USD","LU0957808578.USD","BE","BK4588","BK4541","LU1064131342.USD","LU2264538146.SGD"],"gpt_icon":0},{"id":"1152336960","title":"Bloom Energy公布2025年第四季度及全年财报 全年营收创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1152336960","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1152336960?lang=zh_cn&edition=fundamental","pubTime":"2026-02-06 05:23","pubTimestamp":1770326581,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp近日披露2025财年第四季度及全年财务业绩报告。数据显示，公司全年营收突破历史纪录，展现出强劲的业务增长势头。在能源转型加速的宏观背景下，Bloom Energy凭借其领先的固体氧化物燃料电池技术，持续获得市场认可。第四季度业绩延续了前三季度的增长态势，多项关键财务指标实现同比提升。分析师指出，Bloom Energy在清洁能源领域的差异化竞争策略已初见成效，其全年营收里程碑为行业树立了新标杆。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2264538146.SGD","LU2357125470.USD","BK4585","BK4541","LU1988902786.USD","LU1064131342.USD","LU0823414551.USD","LU1642822529.SGD","LU2249611893.SGD","LU2506951792.HKD","LU2294711713.HKD","LU0476273544.USD","LU0444973449.USD","LU1815336760.USD","LU0823414478.USD","BE","LU2543165471.USD","LU0957808578.USD","BK4588","BK4182","LU0444971666.USD"],"gpt_icon":0},{"id":"1157104760","title":"巴克莱银行首次覆盖Bloom Energy Corp，给予“持股观望”评级及153美元目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1157104760","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157104760?lang=zh_cn&edition=fundamental","pubTime":"2026-01-29 19:25","pubTimestamp":1769685922,"startTime":"0","endTime":"0","summary":"巴克莱银行近日宣布，对清洁能源公司Bloom Energy Corp启动研究覆盖，并给予“持股观望”的初始评级，同时设定目标股价为每股153美元。\n此次覆盖标志着华尔街机构对Bloom Energy Corp业务前景的持续关注。该评级反映了分析师对公司当前估值与行业发展趋势的平衡评估。\n目标价的设定则基于对公司燃料电池技术商业化潜力及能源转型市场的综合分析。随着全球对可持续能源解决方案需求的增长，Bloom Energy Corp的创新能源平台预计将迎来新的发展机遇。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0957808578.USD","LU1064131342.USD","LU0823414478.USD","BK4585","BK4182","LU1642822529.SGD","LU0476273544.USD","BE","LU0823414551.USD","LU1988902786.USD","LU2357125470.USD","LU2294711713.HKD","LU0444971666.USD","LU2264538146.SGD","LU1815336760.USD","LU2506951792.HKD","LU0444973449.USD","BK4541","LU2249611893.SGD","LU2543165471.USD","BK4588"],"gpt_icon":0},{"id":"1140886785","title":"财报前瞻｜Bloom Energy Corp本季度营收或达6.52亿美元，机构偏谨慎","url":"https://stock-news.laohu8.com/highlight/detail?id=1140886785","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140886785?lang=zh_cn&edition=fundamental","pubTime":"2026-01-29 10:20","pubTimestamp":1769653214,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp将于2026年02月05日发布最新季度财报，市场关注收入与利润改善节奏及订单交付质量。市场一致预期本季度Bloom Energy Corp总收入为6.52亿美元，同比增长26.99%；调整后每股收益为0.31美元，同比增长4.86%；EBIT为9,173.38万美元，同比增长8.17%。上季度Bloom Energy Corp营收5.19亿美元，同比增长57.10%；毛利率29.22%，同比数据未披露；归属母公司净利润为-2,309.30万美元，环比增长45.82%；净利率-4.45%，同比数据未披露；调整后每股收益0.15美元，同比增长16.00%。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"财报前瞻｜Bloom Energy Corp本季度营收或达6.52亿美元，机构偏谨慎","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"gpt_icon":1},{"id":"2606632243","title":"BUZZ-杰富瑞因2026年预期强劲上调布鲁姆能源目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2606632243","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606632243?lang=zh_cn&edition=fundamental","pubTime":"2026-01-26 21:25","pubTimestamp":1769433933,"startTime":"0","endTime":"0","summary":"** 2025 年 BE 股价上涨 291.2%。(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260126:nL4T3YR13W:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0444971666.USD","LU0957808578.USD","IE00B19Z3581.USD","LU1064131342.USD","LU2543165471.USD","LU1894683264.USD","BK4541","BK4585","IE00B7SZLL34.SGD","LU2294711713.HKD","BK4588","LU1642822529.SGD","LU0476273544.USD","LU1815336760.USD","LU2506951792.HKD","BK4182","IE00B19Z3B42.SGD","IE00B29SXK94.USD","LU0444973449.USD","LU1988902786.USD","LU0823414551.USD","LU0823414478.USD","BK4081","LU1894683348.USD","BE","LU2357125470.USD","LU2264538146.SGD","LU2249611893.SGD","IE0002270589.USD","BK4606","IE00B29SXL02.USD"],"gpt_icon":1},{"id":"1160926185","title":"Bloom Energy、Lumentum等热门股有望实现盈利超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1160926185","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160926185?lang=zh_cn&edition=fundamental","pubTime":"2026-01-26 14:39","pubTimestamp":1769409540,"startTime":"0","endTime":"0","summary":"核心要点Trivariate Research分析指出，市盈率上升往往预示公司更可能超越盈利预期；Exxon Mobil的远期市盈率在过去12个月内从14倍大幅上升至19倍；受人工智能需求推动，Lumentum Holdings的市盈率从36倍升至45倍，而Bloom Energy的远期市盈率则从63倍激增至121倍。Trivariate的名单还包括许多规模较小但增长前景看好的公司，例如Lumentum Holdings、L3Harris Technologies和Bloom Energy。生产固体氧化物燃料电池的Bloom Energy是另一家受益于人工智能基础设施需求的“卖铲人”型公司。Bloom Energy定于2月5日发布第四季度业绩。","market":"us","thumbnail":"https://community-static.tradeup.com/news/21c19ffe8db7aaf3fd7cff00b9052045","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/21c19ffe8db7aaf3fd7cff00b9052045"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE","BE"],"gpt_icon":0},{"id":"1190096307","title":"全球股市动态：市场焦点速览","url":"https://stock-news.laohu8.com/highlight/detail?id=1190096307","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190096307?lang=zh_cn&edition=fundamental","pubTime":"2026-01-23 16:01","pubTimestamp":1769155269,"startTime":"0","endTime":"0","summary":"0751 GMT - 瑞银集团对中国汽车行业2026年展望持谨慎态度，更青睐具备显著海外业务布局及智能化主题的企业。中国汽车研究主管Paul Gong指出，所有中国车企的增长目标均远高于市场普遍预期。尽管头部车企通常引领增长，但与小厂商的差距已从疫情前的5%-10%扩大至20%。他补充称，中欧近期达成的电动车关税协议将进一步强化这一趋势。该服务将先于小型市场试点，以降低试错成本。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0384037296.USD","IE00BVYPNQ40.USD","LU0488056044.USD","LU2238330802.EUR","LU2257852520.SGD","LU0188438112.USD","LU0762540952.USD","LU1130305938.SGD","LU0823417737.USD","LU0326948709.USD","BK4587","LU1497733557.USD","SG9999001903.USD","SG9999013478.USD","LU0648948544.HKD","LU0971096721.USD","LU0235996351.USD","LU0675040207.SGD","SG9999001846.SGD","SG9999016042.SGD","LU0831093199.SGD","LU0823397285.USD","SG9999013486.USD","SG9999000459.SGD","SG9999002679.SGD","LU0950375773.USD","LU0557290698.USD","LU0823413587.USD","LU0588545904.SGD","SG9999000343.SGD","LU1497734951.SGD","SG9999008742.SGD","D05.SI","LU0577902371.SGD","LU0955623706.USD","LU1282649810.SGD","LU0211331839.USD","LU0737861269.HKD","IE0031814969.USD","LU0011963245.USD","SG9999014484.SGD","SG9999014302.SGD","SG9999013353.USD","LU1956131251.USD","LU0251144936.SGD","LU0588545490.SGD","SGXZ58947870.SGD","BK4543","LU0192582467.USD","LU0955669360.SGD","SGXZ43160589.SGD","LU0315178854.USD","LU0955648018.USD","SG9999006266.SGD","BK6516","LU0061477393.USD","LU0128522157.USD","LU0588545730.USD","SG9999002604.SGD","LU0823397103.USD","SG9999001135.SGD","LU1634259391.SGD","LU1634259557.SGD","LU0345775950.USD","SG9999002414.USD","IE00BVYPNP33.GBP","BK4528","LU0261945553.USD","SG9999001226.SGD","LU1282649067.USD","LU0878005551.USD","LU0543330483.HKD","LU0831103253.SGD","LU1839390173.USD","SGXZ27511609.SGD","LU0672654166.SGD","LU0823039010.USD","SG9999004360.SGD","SG9999003826.SGD","LU0532188223.SGD","LU1497733631.SGD","LU0441854154.USD","LU0577902298.EUR","LU0882747503.HKD","LU1522347837.USD","SG9999002620.SGD","UBER","LU0898667661.SGD","LU0210637038.USD","LU1211504680.USD","LU0886674414.USD","SG9999002406.SGD","LU0823038988.USD","LU0577902454.USD","BK6112","SG9999002562.SGD","LU0823417653.USD","LU2506952170.USD","LU0251143029.SGD","LU0630378429.USD","SG9999011175.SGD","SGXZ24219693.SGD","BK4585","LU0577902611.USD","LU0873338254.USD","BK4588","LU0205439572.USD","LU0048597586.USD","IE00BGHQDM52.EUR","LU1363072403.SGD","SG9999005177.SGD","BE","LU0261947096.USD","LU1282649141.HKD","SG9999007991.SGD","LU0345776255.USD","LU0823413660.USD","SG9999013460.SGD","IE00BKZH1Z71.USD","LU0441851309.USD","LU1770036033.HKD","BK6523","LU2506951958.HKD","SG9999014492.USD","SG9999001127.SGD","LU0577902538.SGD","LU0865486749.SGD","LU2506952097.USD","SG9999003800.SGD","LU0048573645.USD","BK4023","LU0096374516.USD","LU0878004406.USD","BK4551","LU1504937902.USD","LU2506951875.HKD","SG9999004220.SGD","SG9999000475.SGD","LU0084288322.USD","LU0029875118.USD"],"gpt_icon":1},{"id":"2603689977","title":"Bloom Energy(BE)盘前涨超1% 日前斩获美国电力公司1GW的固体氧化物燃料电池订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2603689977","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603689977?lang=zh_cn&edition=fundamental","pubTime":"2026-01-13 20:25","pubTimestamp":1768307159,"startTime":"0","endTime":"0","summary":"金吾财讯 | Bloom Energy(BE)盘前涨超1%，截至发稿，报138.580美元。招商证券发研报指，美国电力公司(AEP)宣布行使期权，向Bloom Energy(BE)购买高达1GW(100MW初始+900MW期权)的固体氧化物燃料电池(SOFC)，交易总价值约26.5亿美元。根据AEP和BE前期合作信息，项目预计服务于第三方大型数据中心客户，这标志着SOFC在数据中心场景的应用已从“验证期”正式迈入“大规模放量期”。SOFC是AI缺电的重要解决方案，在电网侧短期难以扩容的背景下，SOFC已具备极强的“刚需”属性。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/YjVhOWQ5NzA2M2E1Yzc2MTczNjIzNzY5MDQ1Ng==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YjVhOWQ5NzA2M2E1Yzc2MTczNjIzNzY5MDQ1Ng==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"296216","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0957808578.USD","LU2249611893.SGD","LU1642822529.SGD","BK4585","LU2294711713.HKD","LU1894683264.USD","LU0444973449.USD","IE00B7SZLL34.SGD","IE00B29SXK94.USD","LU0476273544.USD","BK4081","LU0823414478.USD","BE","LU2543165471.USD","LU0823414551.USD","LU2357125470.USD","LU1815336760.USD","LU1894683348.USD","LU2506951792.HKD","IE00B19Z3581.USD","LU2264538146.SGD","BK4588","IE00B29SXL02.USD","BK4606","LU1064131342.USD","BK4541","BK4182","IE0002270589.USD","LU0444971666.USD","LU1988902786.USD","IE00B19Z3B42.SGD"],"gpt_icon":0},{"id":"2602559945","title":"招商证券：Bloom Energy(BE.US)斩获GW级订单 SOFC应用再加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2602559945","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2602559945?lang=zh_cn&edition=fundamental","pubTime":"2026-01-12 14:52","pubTimestamp":1768200731,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，招商证券发布研报称，1月8日，美国电力公司宣布行使期权，向Bloom Energy购买高达1GW的固体氧化物燃料电池，交易总价值约26.5亿美元。招商证券主要观点如下：GW订单落地，SOFC为AI数据中心供电商业闭环彻底打通此次AEP在前期100MW订单基础上，全额行使900MW期权，是继25Q3BE与Brookfield达成50亿美元战略合作后的又一标志性事件。此外，国内SOFC示范项目也在快速追赶。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1391539.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1147","LU2249611893.SGD","LU2294711713.HKD","BK4541","LU1642822529.SGD","BK4182","BK4588","LU0823414551.USD","LU2357125470.USD","LU1064131342.USD","BK0276","BE","BK0012","BK0010","LU1988902786.USD","BK0183","LU2506951792.HKD","BK4585","LU2543165471.USD","LU0476273544.USD","BK1564","BK0188","LU2264538146.SGD","LU0444973449.USD","LU0823414478.USD","LU0444971666.USD","LU1815336760.USD","BK0028","LU0957808578.USD"],"gpt_icon":1},{"id":"2601413395","title":"BUZZ--美国股票走势-布鲁姆能源公司、泰森食品公司、旅行者科技公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2601413395","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2601413395?lang=zh_cn&edition=fundamental","pubTime":"2026-01-08 23:44","pubTimestamp":1767887096,"startTime":"0","endTime":"0","summary":"标普500指数.SPX上涨0.01%，报6921.83点；纳斯达克综合指数.IXIC下跌0.46%，报23476.01点。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260108:nL4T3Y9169:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NEOG","DLR","IE00B19Z3581.USD","BE","LU0868494617.USD","TYL","VLO","VNDA","JCAP","GM","F","LNN","LU0985489474.SGD","VOYG","AA","MPC","GAP","MLTX","NOC","STZ","GLUE","LU1894683348.USD","DRI","SHOO","COMP","BW","RVMD","APD","SCCO","CDE","KTOS","DASH","NEM","SG9999002521.SGD","HL","HELE","TSN","LU0368265764.SGD","ARWR","RTX","TFX","OMDA","LUMN"],"gpt_icon":1},{"id":"1124944437","title":"异动解读 | Bloom Energy盘中大涨16.69%，与美国电力达成26.5亿美元燃料电池交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1124944437","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1124944437?lang=zh_cn&edition=fundamental","pubTime":"2026-01-08 22:38","pubTimestamp":1767883126,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp（BE）今日盘中大涨16.69%，引起了市场的广泛关注。消息面上，Bloom Energy与美国电力公司（AEP）达成了一笔价值26.5亿美元的固体氧化物燃料电池采购协议。这笔交易代表了双方关系的重大扩展，AEP将购买此前宣布的燃料电池选择权的“大部分”，并计划在怀俄明州建设一座燃料电池发电设施。此外，AEP还与一家未具名的“高投资级第三方客户”签订了为期20年的包销协议，涵盖计划中的怀俄明设施100%的产出。这笔大订单是对Bloom Energy燃料电池技术的重大信任票，其技术通过电化学过程而非燃烧来发电，预计将为公司带来长期稳定的收入增长。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dbdf1482abdd9ac739838d780ef4f029","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["BE"],"gpt_icon":0},{"id":"1149151141","title":"美国电力签署26.5亿美元氢燃料电池协议 Bloom Energy股价盘前飙涨14.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1149151141","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149151141?lang=zh_cn&edition=fundamental","pubTime":"2026-01-08 22:16","pubTimestamp":1767881791,"startTime":"0","endTime":"0","summary":"美国电力与Bloom Energy Corp达成价值26.5亿美元的氢燃料电池采购协议，受此消息提振，Bloom Energy股价在盘前交易时段应声暴涨14.5%。这项重大合作将推动清洁能源技术在电力行业的规模化应用，标志着氢燃料电池商业化的关键突破。市场分析师指出，这笔交易不仅为Bloom Energy带来长期稳定收入，更凸显其技术方案在传统能源巨头转型过程中的战略价值。随着全球能源转型加速，氢燃料电池领域正迎来新一轮投资热潮。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dbdf1482abdd9ac739838d780ef4f029","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0957808578.USD","LU1064131342.USD","LU0823414478.USD","BK4585","AEP","BK4182","LU1894683264.USD","IE00B7SZLL34.SGD","LU1642822529.SGD","LU0476273544.USD","BE","IE00B19Z3581.USD","LU0823414551.USD","LU1988902786.USD","LU2357125470.USD","LU0444971666.USD","LU2294711713.HKD","LU2264538146.SGD","LU1815336760.USD","BK4606","BK4081","LU2506951792.HKD","LU0444973449.USD","BK4541","LU2249611893.SGD","IE0002270589.USD","IE00B29SXL02.USD","IE00B19Z3B42.SGD","LU1894683348.USD","LU2543165471.USD","BK4588","IE00B29SXK94.USD"],"gpt_icon":0},{"id":"1123985270","title":"异动解读 | Bloom Energy盘前大涨15.63%，与美国电力达成26.5亿美元燃料电池交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1123985270","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123985270?lang=zh_cn&edition=fundamental","pubTime":"2026-01-08 22:06","pubTimestamp":1767881203,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp（BE）今日盘前股价大涨15.63%，引发市场广泛关注。消息面上，Bloom Energy与美国电力公司（AEP）达成了一笔价值26.5亿美元的固体氧化物燃料电池采购协议。这笔交易代表了双方关系的重大扩展，AEP将购买此前宣布的燃料电池选择权的“大部分”，并计划在怀俄明州建设一座燃料电池发电设施。此外，AEP还与一家未具名的“高投资级第三方客户”签订了为期20年的包销协议，涵盖计划中的怀俄明设施100%的产出。这笔大订单是对Bloom Energy燃料电池技术的重大信任票，其技术通过电化学过程而非燃烧来发电。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dbdf1482abdd9ac739838d780ef4f029","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["BE"],"gpt_icon":0},{"id":"1165500753","title":"Bloom Energy与美国电力达成26.5亿美元燃料电池交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1165500753","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1165500753?lang=zh_cn&edition=fundamental","pubTime":"2026-01-08 21:53","pubTimestamp":1767880430,"startTime":"0","endTime":"0","summary":"1月8日，Bloom Energy盘前涨超12%，公司与美国电力达成一笔高达26.5亿美元的燃料电池交易。","market":"us","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dbdf1482abdd9ac739838d780ef4f029","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Bloom Energy与美国电力达成26.5亿美元燃料电池交易","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"gpt_icon":1},{"id":"2600783069","title":"美股异动 | AI能源概念股集体走高 Bloom Energy(BE.US)涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2600783069","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2600783069?lang=zh_cn&edition=fundamental","pubTime":"2026-01-02 23:22","pubTimestamp":1767367321,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周五，AI能源概念股集体走高，截至发稿，Bloom Energy(BE.US)涨超8%，Constellation Energy(CEG.US)涨超4%，康明斯(CMI.US)涨超1.3%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1388270.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BE","LU2264538146.SGD","BK4541","LU2249611893.SGD","BK4182","LU1064131342.USD","LU0444971666.USD","LU0823414478.USD","LU2294711713.HKD","LU0957808578.USD","LU2357125470.USD","CEG","LU0823414551.USD","LU1815336760.USD","LU0444973449.USD","LU1988902786.USD","LU2506951792.HKD","LU0476273544.USD","LU1642822529.SGD","CMI","BK4585","BK4588"],"gpt_icon":0}],"pageSize":20,"totalPage":4,"pageCount":1,"totalSize":67,"code":"91000000","status":"200"}]}}