BE 是一项有利的持仓，理由包括技术面强劲（位于 50 日均线上方）、AI 能源需求带来的主题顺风以及高收益率。
逐段跳播
我喜欢 Bloom Energy。但这并不意味着你也必须喜欢它。意思是，如果你看好这只股票，可以开始研究它，不过我喜欢它站上 50 日移动均线，现在它开始向上走，而且已经有几天的良好成交量在帮它一把。
Well, I like Bloom Energy. Doesn't mean you need to like it. It means to mean if you like this one you could start researching it, but I like it over the 50-day moving average and it's now starting to move up and it's got a couple of days of good volume on it to kind of help it out.
所以，我有点认为，在能源板块发力的背景下，我们迎来的这波走势有望朝这个区间的上沿推进。比如你想想 AI 这个题材，所有这些数据中心都需要大量能源，对吧？它们最大的诟病就是推高了人们的电费，这是因为它们自己不生产能源。
所以，它们将不得不开始自己生产能源，无论是太阳能、风能还是氢能。而 Bloom Energy 提供了一种替代能源。所以，这大概就是我看这只股票的原因。
So, I kind of think that with the energy in play, we've got a a move that hopefully will move for toward the top side of this. Like if you think about the AI play, all of these data centers, they need a lot of energy, right? The big knock on them is that they're rising you know, raising people's electric rates and that's because they don't produce their own energy. So, they're going to have to start producing their own energy whether it's solar or wind or hydrogen. Well, Bloom Energy provides an alternative energy source. So, that's kind of why I look at this.
另外，它还能带来不少收益。所以，它里面有很多我喜欢的因素。该股收在约 258.49。
Plus, it pays a lot of juice. So, it's got a lot of stuff in there for me that I like. So, the stock closed at around 258.49.
而 275 那一档，你知道，该股现在在 258，所以它们差不多高出 20 美元。也就是你每持有 100 股 BE，就有 1,740 美元，明白吗？
And the 275s are about uh you know, the stock right now is at 258, so they're almost uh $20 higher. That's $1,740 for every 100 shares of BE that you own, okay?
所以，是的，持有 100 股的成本是 25,800 美元，但由此带来的收益将是 1,742 美元。明白吗？所以，这就是你在 1,742 美元这个数字上看到的情况。如果你有 1,000 股，那就是 17,000 呃 4 420 美元的收益，对应你投入的 258,000 美元，对吧？
And so, yes, it cost or it cost $25,800 to own 100 shares, but the income on it is going to be $1,742. Okay? Uh so, that's what you're looking at at $1,742. You have 1,000 shares, it's 17,000 uh four $420 of of juice for the $258,000 that you put out, right?
但这就是我看好它的地方，就在 1742 这个位置，配合 275 的行权价。
Uh but that's where I like it is here at 1742 uh with the $275 strike
我认为它会涨到 275？我完全不知道。现在它在 258 美元，对吧？要看到它涨到 275 并不难。我是说，几天前它就相当接近那个位置了。所以，对我来说这是一个相当不错的概率，值得一看。
I think it's going to go to 275? I have no flipping idea. Right now, it is at $258, right? Not hard it for it to see that it goes to 275. I mean, it was pretty close to that a couple of days ago. So, that's a pretty good probability for me to look at.
这个频道对 $BE 的历次判断
Cash Flow Machine | Mark Yegge | Wealth Architect 在这只股票上只有这一条判断。