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美股
詳情
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Bloom Energy Corp
258.10
-17.6550
-6.40%
成交量：
851.96萬
成交額：
21.76億
市值：
760.16億
市盈率：
335.19
高：
261.70
開：
255.00
低：
249.05
收：
275.75
52周最高：
351.28
52周最低：
61.37
股本：
2.95億
流通股本：
2.77億
量比：
1.55
換手率：
3.08%
股息：
- -
股息率：
- -
每股收益(TTM):
0.7700
每股收益(LYR):
-0.3679
淨資產收益率：
22.21%
總資產收益率：
5.60%
市淨率：
47.16
市盈率(LYR):
-701.62
資料載入中...
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公司
新聞資訊
公告
Bloom Energy Corp(BE)股票7月20日盤中下跌5.11%：關鍵驅動因素揭曉
TradingKey中文
·
07/21
異動解讀｜Bloom Energy盤中下跌3.1%，沽空報告餘波未消疊加多空博弈加劇股價持續承壓
行情直击
·
07/20
異動解讀｜Bloom Energy盤前下跌3.26%，沽空報告餘波未消疊加多空博弈加劇股價持續承壓
行情直击
·
07/20
芯片股回調引發市場對AI行情動能及槓桿交易的擔憂
路透中文
·
07/17
異動解讀｜Bloom Energy盤中下跌3.82%，沽空報告餘波未消疊加多空博弈加劇股價持續承壓
行情直击
·
07/17
隨着人工智能相關交易走勢震盪，芯片製造商及其他熱門股出現下跌
路透中文
·
07/17
異動解讀｜Bloom Energy盤前下跌4.28%，沽空報告餘波未消疊加多空博弈加劇股價持續承壓
行情直击
·
07/17
異動解讀｜Bloom Energy盤中下跌4.55%，沽空報告餘波未消多空博弈加劇股價再度承壓
行情直击
·
07/16
IDF和Oaktree將向Bloom Energy的燃料電池技術投資17億美元，用於人工智能基礎設施建設
路透中文
·
07/16
工業發展基金與橡樹資本宣佈投資17億美元於Bloom Energy燃料電池 為Nebius人工智能基礎設施擴建項目
美股速递
·
07/16
異動解讀｜Bloom Energy盤前下跌3.48%，沽空報告餘波未消多空博弈加劇股價再度承壓
行情直击
·
07/16
異動解讀｜Bloom Energy夜盤下跌3.13%，沽空報告餘波未消多空博弈加劇股價再度承壓
行情直击
·
07/16
異動解讀｜Bloom Energy盤中下跌3.3%，沽空報告餘波未消多空博弈加劇股價再度承壓
行情直击
·
07/15
異動解讀｜Bloom Energy夜盤上漲3.07%，RBC力挺稱沽空報告估算存在重大錯誤推動股價反彈
行情直击
·
07/15
異動解讀｜Bloom Energy盤中上漲5.89%，RBC力挺稱沽空報告估算存在重大錯誤推動股價反彈
行情直击
·
07/14
異動解讀｜Bloom Energy盤前上漲4.2%，沽空報告恐慌情緒緩解疊加瑞銀力挺推動股價修復
行情直击
·
07/14
異動解讀｜Bloom Energy盤中下跌5.78%，沽空報告餘波持續發酵供應鏈疑慮壓制股價
行情直击
·
07/13
異動解讀｜Bloom Energy盤前下跌5.53%，沽空報告餘波持續發酵供應鏈疑慮壓制股價
行情直击
·
07/13
異動解讀 | Bloom Energy夜盤大跌5.05%，沽空報告引發供應鏈疑慮持續壓制股價
异动解读
·
07/13
異動解讀｜Bloom Energy夜盤下跌3.14%，沽空報告餘波未平供應鏈疑慮持續壓制股價
行情直击
·
07/13
更多
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Energy盤前下跌3.26%，沽空報告餘波未消疊加多空博弈加劇股價持續承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1147741310","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1147741310?lang=zh_tw&edition=fundamental","pubTime":"2026-07-20 17:05","pubTimestamp":1784538326,"startTime":"0","endTime":"0","summary":"7月20日，Bloom Energy盘前下跌3.26%，报208.01美元/股，成交额674.27万美元。消息面上，做空机构Hunterbrook此前发布报告质疑公司5吉瓦年产能需消耗约220吨氧化钪、接近全球年供应总量，且多家律所已就此发起证券欺诈调查，市场对其长期扩产可行性及供应链稳定性的担忧尚未根本消除。","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652860262","title":"芯片股回調引發市場對AI行情動能及槓桿交易的擔憂","url":"https://stock-news.laohu8.com/highlight/detail?id=2652860262","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2652860262?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 22:15","pubTimestamp":1784297746,"startTime":"0","endTime":"0","summary":"本周该指数累计下跌约10%，创下逾一年来的最大单周跌幅。“此次回调反映了获利了结以及市场对AI资本支出可持续性的审查日益严格，”BRI财富管理公司投资主管梅多斯表示。该芯片指数今年以来累计涨幅仍超过60%。杠杆风险隐忧该板块的疲软引发了市场对投资者持仓过重或杠杆率过高的担忧。包括SK海力士、美光科技和闪迪在内的部分最热门芯片制造商，甚至在午盘时段引发了一些看涨期权交易。","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:20260717:nL4S43J155:1","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":["FRNW","NVII","SIMS","RKLB","GOOGL","NVDB","CRSH","3NVD.UK","OKLO","RKLZ","QCOM","IETC","NVDS","LUNR","NVD3.UK","WDC","NVDL","RDVY","AVGW","NVD","BE","NVIW.SI","NVDD","AVGG","NVDG","SKYY","IDRV","NVDS.UK","AVGO","METV","NVDA","SNVD.UK","AVGX","SPCX","NVDQ","AVS","NLR","ARTY","INTC","AMAT","NVD2.UK","TSLA","NVDX","TTEQ","OKLL","VOX","ICLN","AVGU","NVDY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1122136772","title":"異動解讀｜Bloom Energy盤中下跌3.82%，沽空報告餘波未消疊加多空博弈加劇股價持續承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1122136772","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1122136772?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 22:15","pubTimestamp":1784297722,"startTime":"0","endTime":"0","summary":"7月17日，Bloom Energy盘中下跌3.82%，报213.53美元/股，成交额7.45亿美元。尽管工业发展基金与橡树资本宣布投入17亿美元支持公司燃料电池为Nebius AI基础设施供电，RBC研报亦指出做空报告依赖过时资料、UBS维持买入评级及350美元目标价，但空头情绪仍占上风，股价延续近期反复下行格局。","market":"hk","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652828630","title":"隨着人工智能相關交易走勢震盪，芯片製造商及其他熱門股出現下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2652828630","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2652828630?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 21:49","pubTimestamp":1784296190,"startTime":"0","endTime":"0","summary":"随着人工智能相关交易走势震荡，芯片制造商及其他热门股出现下跌路透7月17日-本周，投资者开始抛售近期涨势中最亮眼的个股，这一趋势势头渐增，导致芯片股面临逾一年来的最大单周跌幅，并引发了市场对这场由人工智能驱动的涨势能否持续的新一轮担忧。从首尔到欧洲，半导体股的动荡情绪蔓延开来，投资者纷纷撤离了今年大部分时间里推动投资组合收益的AI相关股票。该股本周累计跌幅已超过9%。","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:20260717:nL4S43J12A: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":["NVDX","AVGO","BE","AMAT","NVDB","NVDL","OKLO","07766","NVDY","OKLS","QCML","QCOM","TEK","WDC","NVD3.UK","PSI","NVDU","TSDD","RKLB","GOOGL","NVDG","FCOM","NVDS.UK","NVIW.SI","LTL","FTXL","ABFL","NVD","NVD2.UK","SOXQ","VT","SMOG","LUNR","TSLA","LUNL","FTEC","NVDA","SPTE","SHOC","SPCX","SNPE","TINY","OGIG","IDRV","NVDQ","TDV","OKLL","FCUS","TSII"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183794648","title":"異動解讀｜Bloom Energy盤前下跌4.28%，沽空報告餘波未消疊加多空博弈加劇股價持續承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1183794648","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183794648?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 16:01","pubTimestamp":1784275296,"startTime":"0","endTime":"0","summary":"7月17日，Bloom Energy盘前下跌4.28%，报197.6242美元/股，成交额16.17万美元。尽管工业发展基金与橡树资本宣布投入17亿美元支持Bloom Energy燃料电池为Nebius AI基础设施供电，RBC亦指出做空报告依赖过时资料、UBS维持买入评级及350美元目标价，但空头情绪仍占上风，股价延续近期反复下行格局。","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":"0","news_top_title":"Bloom 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Energy盘中下跌4.55%，报224.515美元/股，成交额1.03亿美元。消息面上，做空机构Hunterbrook此前发布报告质疑公司5吉瓦年产能需消耗约220吨氧化钪、接近全球年供应总量240吨，且多家律所已就此发起证券欺诈调查，市场对其长期扩产可行性及供应链稳定性的担忧尚未根本消除。尽管RBC研报指出做空报告\"依赖过时参考资料\"、用量估算很可能被高估，UBS亦维持买入评级及350美元目标价，但多空博弈加剧下股价再度承压，延续近期反复震荡格局。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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":"0","news_top_title":"Bloom Energy盘中下跌4.55%，做空报告余波未消多空博弈加剧股价再度承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651044236","title":"IDF和Oaktree將向Bloom Energy的燃料電池技術投資17億美元，用於人工智能基礎設施建設","url":"https://stock-news.laohu8.com/highlight/detail?id=2651044236","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651044236?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 20:58","pubTimestamp":1784206708,"startTime":"0","endTime":"0","summary":"IDF和Oaktree将向Bloom Energy的燃料电池技术投资17亿美元，用于人工智能基础设施建设路透7月16日-工业发展基金以及总部位于美国的资产管理公司橡树资本周四表示，将投资17亿美元，用于部署布鲁姆能源的BE.N燃料电池技术，以为人工智能云基础设施提供电力支持，其中包括为Nebius的人工智能计算运营提供专用电力。IDF正牵头推进Nebius项目的开发，而橡树资本则作为少数股权投资者参与其中。","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:20260716:nL4S43I175:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FRNW","LU2249611893.SGD","BEX","HYDR","SIMS","CNRG","BK4588","LU0823414478.USD","IBAT","IE0009354923.USD","VCLN","LU1064131342.USD","BE","LU1988902786.USD","BK4182","ICLN","BEG","LU2506951792.HKD","ZAP","LU0444973449.USD","LU1815336760.USD","BEZ","UPGR","LU0823414551.USD","LU2264538146.SGD","LU0476273544.USD","EGGY","LU0444971666.USD","BK4541","BK4585","LU2543165471.USD","LU0957808578.USD","LU2294711713.HKD","SMOG","VTWG","LU1642822529.SGD","CTEC","LU2357125470.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1109254035","title":"工業發展基金與橡樹資本宣佈投資17億美元於Bloom Energy燃料電池 為Nebius人工智能基礎設施擴建項目","url":"https://stock-news.laohu8.com/highlight/detail?id=1109254035","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1109254035?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 20:26","pubTimestamp":1784204817,"startTime":"0","endTime":"0","summary":"工业发展基金与橡树资本共同宣布，将向Bloom Energy Corp的燃料电池技术投入高达17亿美元的项目资金，以支持Nebius公司人工智能基础设施的大规模扩建。此项重大投资旨在为Nebius不断增长的AI运算需求提供可靠、高效的清洁能源解决方案。","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE0009354923.USD","CTEC","LU0476273544.USD","LU0444971666.USD","HYDR","BEZ","BK4182","EGGY","ICLN","FRNW","BK4541","LU0823414478.USD","BEX","LU0823414551.USD","LU2249611893.SGD","SIMS","LU1064131342.USD","BE","LU2543165471.USD","SMOG","LU0444973449.USD","LU2264538146.SGD","VTWG","LU2357125470.USD","LU1815336760.USD","ZAP","LU0957808578.USD","LU1642822529.SGD","LU1988902786.USD","CNRG","LU2506951792.HKD","UPGR","BK4585","VCLN","IBAT","LU2294711713.HKD","BK4588","BEG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1191486106","title":"異動解讀｜Bloom Energy盤前下跌3.48%，沽空報告餘波未消多空博弈加劇股價再度承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1191486106","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1191486106?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 16:03","pubTimestamp":1784188993,"startTime":"0","endTime":"0","summary":"7月16日，Bloom Energy盘前下跌3.48%，报231.0美元/股，成交额138.66万美元。消息面上，做空机构Hunterbrook此前发布报告质疑公司5吉瓦年产能需消耗约220吨氧化钪、接近全球年供应总量，且多家律所已就此发起证券欺诈调查，市场对其长期扩产可行性及供应链稳定性的担忧尚未根本消除。尽管RBC研报指出做空报告\"依赖过时参考资料\"、用量估算很可能被高估，UBS亦维持买入评级及350美元目标价，但多空博弈加剧下股价再度承压，延续近期反复震荡格局。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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":"0","news_top_title":"Bloom Energy盘前下跌3.48%，做空报告余波未消多空博弈加剧股价再度承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1149132637","title":"異動解讀｜Bloom Energy夜盤下跌3.13%，沽空報告餘波未消多空博弈加劇股價再度承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1149132637","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149132637?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 15:57","pubTimestamp":1784188624,"startTime":"0","endTime":"0","summary":"7月16日，Bloom Energy夜盘下跌3.13%，报231.89美元/股，成交额595.43万美元。消息面上，做空机构Hunterbrook此前发布报告质疑公司5吉瓦年产能需消耗约220吨氧化钪、接近全球年供应总量，且多家律所已就此发起证券欺诈调查，市场对其长期扩产可行性及供应链稳定性的担忧尚未根本消除。尽管RBC研报指出做空报告\"依赖过时参考资料\"、用量估算很可能被高估，UBS亦维持买入评级及350美元目标价，但多空博弈加剧下股价再度承压，延续近期反复震荡格局。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1145600579","title":"異動解讀｜Bloom Energy盤中下跌3.3%，沽空報告餘波未消多空博弈加劇股價再度承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1145600579","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145600579?lang=zh_tw&edition=fundamental","pubTime":"2026-07-15 21:47","pubTimestamp":1784123251,"startTime":"0","endTime":"0","summary":"7月15日，Bloom Energy盘中下跌3.3%，报235.365美元/股，成交额2.05亿美元。Hunterbrook此前质疑公司5吉瓦年产能需消耗约220吨氧化钪、接近全球年供应总量，且多家律所已就此发起证券欺诈调查，市场对其长期扩产可行性及供应链稳定性的担忧尚未根本消除，多空博弈加剧下股价再度承压。","market":"hk","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1112524911","title":"異動解讀｜Bloom Energy夜盤上漲3.07%，RBC力挺稱沽空報告估算存在重大錯誤推動股價反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1112524911","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1112524911?lang=zh_tw&edition=fundamental","pubTime":"2026-07-15 15:12","pubTimestamp":1784099555,"startTime":"0","endTime":"0","summary":"7月15日，Bloom Energy夜盘上涨3.07%，报250.87美元/股，成交额876.87万美元。消息面上，RBC此前发布研报指出，做空机构Hunterbrook对公司氧化钪供应链的分析依赖过时参考资料，未能认识到技术改进事实，公司近期专利及学术文献表明其已大幅降低对该矿物的依赖，做空报告对用量估算很可能被高估。叠加UBS维持买入评级及350美元目标价、250亿美元Brookfield合作框架等基本面支撑，市场做空恐慌情绪持续缓解，股价延续修复走势。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1197403390","title":"異動解讀｜Bloom Energy盤中上漲5.89%，RBC力挺稱沽空報告估算存在重大錯誤推動股價反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1197403390","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197403390?lang=zh_tw&edition=fundamental","pubTime":"2026-07-14 21:32","pubTimestamp":1784035964,"startTime":"0","endTime":"0","summary":"7月14日，Bloom Energy盘中上涨5.89%，报247.58美元/股，成交额1.79亿美元。消息面上，RBC当日发布研报指出，做空机构Hunterbrook对Bloom Energy氧化钪供应链的分析\"依赖过时参考资料，未能认识到技术可以且确实在改进\"，公司近期专利及学术文献表明其已大幅降低对该矿物的依赖，做空报告对用量的估算\"很可能被高估\"。叠加UBS维持买入评级及350美元目标价、250亿美元Brookfield合作框架等基本面支撑，市场做空恐慌情绪持续缓解，股价延续修复走势。","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1190154933","title":"異動解讀｜Bloom Energy盤前上漲4.2%，沽空報告恐慌情緒緩解疊加瑞銀力挺推動股價修復","url":"https://stock-news.laohu8.com/highlight/detail?id=1190154933","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190154933?lang=zh_tw&edition=fundamental","pubTime":"2026-07-14 20:30","pubTimestamp":1784032254,"startTime":"0","endTime":"0","summary":"7月14日，Bloom Energy盘前上涨4.2%，报243.0美元/股，成交额2521.32万美元。消息面上，此前做空机构Hunterbrook发布报告质疑公司氧化钪供应链及扩产能力，导致股价连续承压，但公司已向SEC提交文件明确驳斥相关指控为\"虚假且具有误导性\"，强调其供应链不依赖中国且可支撑每年25吉瓦产能。经过前一交易日逾5%的跌幅释放后，市场恐慌情绪有所缓解，叠加250亿美元Brookfield合作框架等基本面支撑，股价出现技术性修复。","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169523856","title":"異動解讀｜Bloom Energy盤中下跌5.78%，沽空報告餘波持續發酵供應鏈疑慮壓制股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1169523856","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169523856?lang=zh_tw&edition=fundamental","pubTime":"2026-07-13 21:33","pubTimestamp":1783949584,"startTime":"0","endTime":"0","summary":"7月13日，Bloom Energy盘中下跌5.78%，报240.16美元/股，成交额1.93亿美元。消息面上，做空机构Hunterbrook此前发布报告，质疑公司5吉瓦年产能需消耗约220吨氧化钪，接近全球年供应总量240吨，并对营收增速及核心客户甲骨文项目许可进度提出质疑。尽管公司已向SEC提交文件驳斥指控，称其供应链不依赖中国且可支撑每年25吉瓦产能，UBS亦维持买入评级及350美元目标价，但市场对其长期扩产可行性及供应链稳定性的担忧尚未完全消除，做空报告余波仍在持续压制投资者情绪。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1198572832","title":"異動解讀｜Bloom Energy盤前下跌5.53%，沽空報告餘波持續發酵供應鏈疑慮壓制股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1198572832","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1198572832?lang=zh_tw&edition=fundamental","pubTime":"2026-07-13 16:00","pubTimestamp":1783929639,"startTime":"0","endTime":"0","summary":"7月13日，Bloom Energy盘前下跌5.53%，报231.51美元/股，成交额190.85万美元。消息面上，做空机构Hunterbrook此前发布报告，质疑公司5吉瓦年产能需消耗约220吨氧化钪，接近全球年供应总量240吨，并对营收增速及核心客户甲骨文项目许可进度提出质疑。","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1100788655","title":"異動解讀 | Bloom Energy夜盤大跌5.05%，沽空報告引發供應鏈疑慮持續壓制股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1100788655","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1100788655?lang=zh_tw&edition=fundamental","pubTime":"2026-07-13 11:14","pubTimestamp":1783912495,"startTime":"0","endTime":"0","summary":"Bloom Energy Corp今日夜盘股价大跌5.05%，引起了市场的广泛关注。消息面上，做空机构Hunterbrook此前发布报告质疑公司5吉瓦年产能需消耗约220吨氧化钪，接近全球年供应总量240吨，并对营收增速及核心客户甲骨文项目许可进度提出质疑。此次股价下跌反映了市场对Bloom Energy供应链稳定性和业务增长前景的持续疑虑，做空报告的余波仍在影响投资者情绪。","market":"hk","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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1113315740","title":"異動解讀｜Bloom Energy夜盤下跌3.14%，沽空報告餘波未平供應鏈疑慮持續壓制股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1113315740","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113315740?lang=zh_tw&edition=fundamental","pubTime":"2026-07-13 08:41","pubTimestamp":1783903281,"startTime":"0","endTime":"0","summary":"7月13日，Bloom Energy夜盘下跌3.14%，报236.93美元/股，成交额382.39万美元。消息面上，做空机构Hunterbrook此前发布报告质疑公司5吉瓦年产能需消耗约220吨氧化钪，接近全球年供应总量240吨，并对营收增速及核心客户甲骨文项目许可进度提出质疑。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。","market":"hk","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BE"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":9,"totalSize":381,"code":"91000000","status":"200"}]}}