2025年10月3日,在氢气项目的一个重大里程碑和提升的前景上,插管电力库存猛增34%。 Plug Power stock jumped 34% on Oct. 3, 2025, on a major hydrogen project milestone and upgraded outlook.

根据电力成本上升,核能支持不断增长以及一个主要里程碑:向葡萄牙的加尔普·西恩斯炼油厂交付首台10兆瓦电解器,Plug Power股价在2025年10月3日升超过34%,达到52周高点,此前HC Wainwright将其评级升级为Buy,并将其价格目标翻了一番至7美元. Plug Power stock surged over 34% on October 3, 2025, reaching a 52-week high, after H.C. Wainwright upgraded its rating to Buy and doubled its price target to $7, citing rising electricity costs, growing nuclear energy support, and a major milestone: the delivery of its first 10-megawatt electrolyzer to Portugal’s Galp Sines refinery. 该项目是预计到2026年中期将实施的100兆瓦绿色氢气大型倡议的一部分。 The project is part of a larger 100MW green hydrogen initiative expected by mid-2026. 由分析家乐观、兴趣短浅和对氢能在AI数据中心的动力作用的猜测所驱动, 此次集会在上个月增长120%, 去年增长152%。 The rally followed a 120% gain in the past month and a 152% rise in the past year, driven by analyst optimism, high short interest, and speculation on hydrogen’s role in powering AI data centers. 尽管势头强劲,但插头电力仍然无利可图,预计至少到2027年才有盈利能力。 Despite strong momentum, Plug Power remains unprofitable, with no expected profitability until at least 2027. 巴拉德动力系统公司的股价在同一天上涨了 25%，这可能是由于更广泛的行业乐观情绪，尽管它缺乏 Plug 的催化剂，并且由于空头利率较低，仍然无利可图。 Ballard Power Systems saw its stock rise 25% on the same day, likely due to broader sector optimism, though it lacks Plug’s catalysts and remains unprofitable with low short interest.