[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciob2155058":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciob2155058","巴克莱：Bloom-Energy(BE)需求拐点比预期更陡峭，上调评级至“买入”","\u002Fdoc\u002Fdciob2155058","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，巴克莱将 Bloom Energy (BE)的评级由“持股观望”上调至“增持”，目标价 289 美元，理由是需求出现拐点的速度似乎较此前预期更为陡峭客户定金已从 2025 年末的 7800 万美元增至 2026 年三季度的 6.61 亿美元，其中仅三季度单季环比就增加约 3 亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此前，Bloom Energy宣布与 California Resources Corp.达成一项潜在的大型电力合作，双方将评估在加州开发至少 1 吉瓦(GW)的燃料电池发电装机，并配套碳捕集与封存(CCS)设施。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>巴克莱分析师 Christine Cho 指出，重要的是，这一余额变化低估了实际收到的定金总额——因为与发货相关的定金已在当季结转进入收入。Cho 表示，假设客户通常按合同价值约 10% 支付预付定金，那么仅约 3 亿美元的净增定金，就可能意味着 Bloom Energy 至少约 30 亿美元的底层合同价值。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>“综合来看，客户定金的增加、加速推进的产能扩张以及重大的新供应商承诺，向我们表明管理层对远期需求管道的信心已显著增强，超出我们此前的假设，”Cho 写道。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]