Bloom Energy的库存在一年中猛增700 %, 原因是AI数据中心对清洁能源技术的需求激增, Bloom Energy's stock surged 700% in a year, driven by booming demand for its clean energy tech in AI data centers, despite ongoing losses and high valuation.

Bloom能源存量在过去一年中猛增了700%以上,对数据中心、医院和公用事业中使用的固体氧化碳燃料电池的需求不断增长,为这一需求火上浇油。 Bloom Energy stock has soared over 700% in the past year, fueled by rising demand for its solid oxide fuel cells used in data centers, hospitals, and utilities. 最近与甲骨文达成协议,在90天内赋予AI数据中心权力,强调其在支持AI繁荣方面的关键作用。 A recent agreement with Oracle to power AI data centers within 90 days highlights its critical role in supporting the AI boom. 截至2025年初,该公司的产品积压达25亿美元,服务订单达90亿美元,计划使生产能力增加一倍。 As of early 2025, the company holds a $2.5 billion product backlog and $9 billion in service orders, with plans to double production capacity. 尽管增长强劲,碳排放量为零,但Bloom Energy继续报告损失,使传统估值指标不可靠。 Despite strong growth and zero carbon emissions, Bloom Energy continues to report losses, making traditional valuation metrics unreliable. 其12x的价格与销售比率大大高于其五年平均数3x,表明股票价值很高,有可能在未来增长的大部分时间定价,从而引起投资者的警惕。 Its price-to-sales ratio of 12x, well above its five-year average of 3x, suggests the stock is highly valued, potentially pricing in much of its future growth, raising caution for investors.