尽管存在高估值和法律风险，Bloom Energy仍是押注AI数据中心电力需求的不错长期标的。
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我们要讨论的是 Bloom Energy。此前可能略过了这只股票的数据。Bloom Energy 的收盘价为 218.21 美元。
What are we talking about? Bloom Energy. Bloom Energy here, guys. I think I skipped right over that. Bloom Energy closed at 218.21.
Bloom Energy 的市值约为 642.7 亿美元。共有 29 位分析师给予买入评级，目标价为 275 美元。
Bloom Energy has a two a 64.27 billion market cap. 29 analysts rated a buy with a $275 target.
Bloom Energy 是我一直密切关注的标的之一。接下来我将对其进行更深入的研究，现在我们就调出它的走势图进行分析。
Yeah, Bloom Energy. That's one I've I've always kept my eye on. I'm definitely going to be looking into that more, which we can do right now. Let's Let's pull up the chart on Bloom Energy.
我更倾向于观察周线图而非日线图。让我们切换到她所买入标的的周线视图。请注意，她的建仓时间大约在 7 月。回顾当时的走势，当外界得知她正在买入时，股价曾经历下跌，随后因这一消息的刺激又反弹回升。
I want to see the weeklies on these, not the dailies. So, let's go into the weekly on the ones that she's buying. And what do you notice? Uh it's probably that she bought back in What did I say? July right here? Look what happened after they found out she Well, they just found out she was buying. Went all the way down, found out she was buying, it pushed back up.
当前的价格颇具看点。录制视频时股价约为 218 美元，而分析师给出的目标价在 270 多美元，具体为 275 美元。这意味着存在可观的上涨空间，是一个值得考虑的投资机会。
Now, interesting price. I said it's at roughly 218 at the time of making this video and they have a price target on this thing. What I say, 270 something? Which is not bad, 275. So, a nice chance there and it's a decent play.
她精准地在当月跌幅最深的两天完成了建仓。Bloom Energy 当日收盘价为 184 美元，跌幅高达 14.9%，而她在此价位买入了 10,000 股正股及 100 张看涨期权。
如今股价已回升至 200 美元以上，远超其成本区。这种近乎完美的择时能力令人惊叹。
She bought the two worst days of the month. I wonder how she knows these things. Seriously. Bloom Energy closed at 184 down 14.9% that day. She bought 10,000 shares and 100 call options. This now up way up past that. It's back over 200. The stock fell nearly 15% on the day it was bought. She crushed it. She crushed it. Crushed the timing. Couldn't get better.
7 月 28 日股价进一步下探至 166 美元左右，四天后继续走低。此时她再次加仓，增持了 500 股正股及 100 张看涨期权。显然她对 Bloom Energy 持强烈看好态度，这也促使我现在同样看好该股。
July 28th, it closed Well, I guess it could got a little better, right here. 166 4 day later, it dropped again. She added 500 shares plus 100 more calls. I guess she likes Bloom Energy. And now I like Bloom Energy.
我主要关注能源板块。当发现有与华盛顿特区（DC）政界关系密切的人士向该领域投入巨额资金时，这应被视为一个积极的信号（绿旗），而非危险信号（红旗）。这种动向表明该领域具有独特的吸引力。
For one, I'm looking for energy stocks to begin with. Uh and when you have people who are connected with DC pumping mega bucks into it, you got to it has to put up a green flag. Not a red flag. A red flag is when you're like, "Oh, they're selling. I'm getting out, too." Green flag. Hey, this is a this is interesting.
今日收盘价为 218 美元，后续走势有待观察。数据显示，“逢低买入”是其一贯策略而非偶然行为。据 Benzinga 统计，过去三年间约有 50 笔金额超过 4000 万美元的相关交易，且往往发生在股价大跌之日。
这本质上是对人工智能电力需求增长趋势的一种押注。
Today it closed at 218. Uh we'll see where it goes. We'll see where it Buying weakness is the pattern, not the exception. Benzinga counts roughly 50 transactions worth more than 40 million across 3 years. Adding in the red day shows up again and again and again. It's a bet on powering AI.
Bloom Energy 的业务模式极具吸引力。该公司生产用于现场发电的固体氧化物燃料电池，其核心客户群正日益转向 AI 数据中心。鉴于 AI 数据中心对电力的需求呈不可阻挡之势，这构成了长期的投资逻辑。
财务上，其滚动营收同比增长 91%，并已实现净利润转正。此外，新推出的 Power Connect 产品将现场安装时间缩短了 40%，这一效率提升令人瞩目。
But, Bloom Energy is a kind of play I like. It builds solid oxide fuel cells for on-site power generation. Uh they're increasingly their customers AI data centers. That's what you're looking for for the long term. The consumption from these AI data AI data centers are unstoppable. Trailing revenue up 91% year-over-year is swung to profit with net income. You guys can see it. It just launched Power Connect cutting on-site install time by 40 freaking percent. That is unbelievable.
该股的市销率（P/S ratio）过高，意味着巨大的增长预期已被提前计入股价。此外，公司还面临多起集体诉讼，首席原告提名截止日期为 2026 年 9 月 28 日。这些因素共同构成了当前投资的主要风险点。
P ratio so high. Uh enormous amount of growth already priced in. Multiple class action lawsuits have been filed against the company. And they got that lead deadline of September 28th to 2026. And that's why you had a lot of problems.
核心逻辑在于 AI 对电力的巨大需求，而 Bloom Energy 正是提供现场电力解决方案的供应商。投资者为此支付的高溢价本身就是对其成长性的认可。值得注意的是，即便知晓上述法律风险，相关内部人士仍在持续买入。
这不禁让人猜测，他们是否掌握了市场尚未知晓的利好信息。
Uh AI needs power. Bloom sells power on-site. The price you pay for the thesis is the argument. So, keep that in mind. She's buying knowing about these legal things. I don't know. Does she know something we don't know?
大家可以查看目前所有已披露持仓的最新表现。就距离目标价的潜在涨幅而言，Uber、Intel 和 Bloom Energy 是其中的三大重点标的。投资者可自行评估这些标的是否符合自身偏好，以及是否将其视为当前最佳的买入选择。
Where every disclosed position stands now, you guys can see it. Percent upside to target, Uber, Intel, and Bloom Energy. There's your three big ones. You guys can decide if you like them, if you think they're the best stocks to buy now.
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他自己说在等的东西，一段话一条记录。同一件事说过几次就出现几次，我们不合并，也不判断它有没有兑现。
这个频道对 $BE 的历次判断
Stock Moe 在这只股票上只有这一条判断。