[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciodb88ec58":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},"dciodb88ec58","Bloom-Energy(BE)盘前一度反弹逾5%！散户维持看涨情绪，华尔街看好Q3财报翻倍增加","\u002Fdoc\u002Fdciodb88ec58","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，在最新一季财报即将公布前，Bloom Energy(BE)股价周一盘前一度上涨逾5%。市场预计其季度业绩将凸显其在AI基础设施供电领域的快速增长，散户投资者则押注周四发布的财报有望重振该股势头。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Bloom Energy股价上周大跌21%，创下近四个月来最差单周表现，原因是半导体和AI板块遭遇更广泛抛售。中国芯片制造商长鑫存储的下一代存储计划引发市场对竞争加剧的担忧，拖累了更广泛的AI交易，Bloom Energy的数据中心供电业务也受到波及。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>尽管如此，华尔街对该公司的增长预期仍抬升了市场对其财报的关注度。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Truist看好Bloom Energy第三季度业绩表现，核心驱动来自稳健的同比需求、持续向好的商业势头以及盈利能力改善。该券商将目标价从218美元上调至240美元，较当前股价意味着约2%的上行空间，同时维持“持有”评级。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该机构表示，Bloom Energy当前估值已经很大程度反映了长期成长价值。上调目标价主要源于短期需求强于预期，并且单项目设备配置提升有望推高产品均价。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据Fiscal.ai数据，分析师普遍预期该公司第三季度营收将同比增长约104%，从上年同期的5.1905亿美元增至10.6亿美元;调整后每股收益(EPS)将从0.15美元升至0.70美元。EBITDA预计将达到2.4929亿美元，上年同期为5926万美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>而据Koyfin数据，环比口径下，分析师预计营收将增长0.6%至约10.7亿美元，而调整后EPS将下降约14%至0.67美元。EBITDA预计将下降5.1%至2.4055亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Bloom Energy上一季度首次实现十亿美元级营收，销售额为10.65亿美元，调整后EPS为0.78美元。公司还将全年营收指引上调至39亿至42亿美元，调整后EPS指引上调至2.55至2.85美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>科技巨头算力供电需求推动市场目光聚焦Bloom Energy\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>随着AI算力需求增长，Bloom Energy的燃料电池可帮助数据中心运营商快速增加现场供电。该系统通过电化学过程利用天然气发电，无需燃烧。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>上周，美国电力(AEP)宣布计划投资约40亿美元，在怀俄明州夏延附近建设一个702兆瓦的项目，采用Bloom Energy的技术。谷歌(GOOGL)将签署20年购电协议采购该项目电力。项目建设预计今年开工，设施将于2028年底全面投运。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>甲骨文(ORCL)也重申，Bloom Energy的燃料电池微电网仍将是新墨西哥州“木星项目”(Project Jupiter)的主要电源。其与埃尔帕索电力公司(El Paso Electric)的拟议协议将为后期建设、初期调试和应急备用提供电力。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>甲骨文表示“我们的计划没有变化。”此前，Bloom Energy与布鲁克菲尔德资产管理(BAM)于6月达成协议，将AI基础设施供电项目的融资框架从50亿美元扩大至250亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在社交投资平台Stocktwits上，尽管发帖量维持常态水平，过去一周散户对Bloom Energy的情绪整体偏向看涨。\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"]