Bloom Energy基本面稳健，且能很好地把握近期数据中心需求，但其估值偏高、贝塔值较高，因此建仓时需谨慎控制仓位。
逐段跳播
所以，Bloom没问题，完全没问题。他们最近经历了一次相当明显的回调。他们为数据中心提供能源电力，这当然是其中之一。
So, Bloom is fine. Uh, no problem at all. They've been under a fairly, you know, decent correction here as of late. uh they provide energy power um to data centers and that's certainly one of those
Bloom没问题，完全没问题。他们最近经历了一次相当明显的回调。他们为数据中心提供能源电力，这当然是其中之一。再说一次，GEV是发电侧。但是的，Bloom Energy没问题，它最近经历了一次相当明显的回调，让我看看能不能调出图表，看看我这台电脑今天早上是否配合。
Bloom is fine. Uh, no problem at all. They've been under a fairly, you know, decent correction here as of late. uh they provide energy power um to data centers and that's certainly one of those and and again you know GEV is the generation side. Uh but yeah so Bloom Energy is fine again it's been under a fairly let me see if I can pull up a see if my whisbang computer over here will actually cooperate with me this morning.
所以，是的，这里以Bloom Energy为例。它经历了一次明显的回调。过去大约一个月里，它一直在盘整。之前它大幅上涨，然后出现了相当明显的下跌，回吐了之前不少涨幅，就像投机进入市场时那样，与半导体板块的整体回调类似。但它过去大约一个月里一直在盘整，已经相当超卖。
So yeah, here's Bloom Energy as an example. um been under a decent correction. It's been consolidating here for the last You're going to zoom in a little bit um Brent or zoom out a little bit. Yeah. Out because you don't have the tail on it. Um yeah, there you go. Thank you. So, you can see we've been in this this kind of consolidation pattern as of really over the last month or so after it had a decent it had a big runup and then had a a pretty decent decline. Gave up a bunch of those previous games kind of where the speculation came into the into the markets. um kind of along with the whole unwind of the semiconductor sector that this looks very similar to it but it's been consolidating here decently over the last you know kind of month or so getting decently oversold
再说一次，我喜欢这个头寸，公司没问题，但估值有点高，所以你得稍微注意一下。这里有很多动量追逐和对公司未来的押注，所以估值相当高。因此，这是一只高贝塔且估值相当高的股票。如果你想建仓，我可能会对它在投资组合中的规模保持谨慎。
again I I like the I like the position you know the company it's fine um it's a little bit richly valued so you've got to be a little bit there there's this is a lot of moment momentum chase and kind of a bet on the future for the company um so the valuations are pretty rich here so this is a particular company where it's got a high beta and it's got a fairly rich valuation. So, if you wanted to take a position in this, I'd probably just be a little bit cautious about how big that position would actually be in the portfolio.
但是，这三家公司我都喜欢。我认为它们在未来一两年处于数据中心建设的正确领域。然后那会改变，我们会想从这些股票转向数据中心领域的收入生成侧。
But, I like all three of these companies. I think they're in the right space for the data center construction for the next year or two. uh and then that will change and then we'll want to move out of these stocks and move into the um into the revenue generation side of the data center space.
这个频道对 $BE 的历次判断
The Real Investment Show 在这只股票上只有这一条判断。