Schwab Network 对 $BE 的判断变化

频道资料 →本频道有 2 位标注的说话人:Truist、UBS共 2 条
2026-09-08看跌
Bloom Energy Joining SPX: What AI Growth Means for BE Earnings
BE在标普500指数纳入消息后已超买,预计回调/阻力位在300附近,因为指数纳入带来的涨幅通常会消退。

让我们来看看 Bloom Energy。我们有去年的数据。哇,那是一只波动性很大的股票。该股波动显著,更像是对人工智能基础设施的押注。

Let's take a look at " Bloom Energy". We have last year's data. Wow, that was a really volatile stock . The stock has moved significantly, and it's more like a bet on the AI infrastructure.

它受到了7月份大量抛售的影响,股价从350跌至160左右。波动巨大,但自7月29日收于最低点163.75以来,该股已上涨66.5%。自7月29日以来仅上涨。因此,对于Bloom Energy的股票来说,这确实是一次令人印象深刻的复苏。还有很多新闻,或者说是大新闻,我们需要讨论。

It was affected by the heavy selling in July, with the stock dropping from 350 to around 160. Huge fluctuations, but since July 29, when it closed at its lowest point at 163.75, the stock has risen by 66.5%. Just a rise since July 29th. So, it's a truly impressive recovery for Bloom Energy shares. There is also a lot of news, or rather big news, that we need to discuss.

2026-09-08看涨
Tuesday's First Moves: BE Joining SPX, AMGN & NVS Fall, PANW DowngradeUBS
BE股票因被纳入标普500指数而上涨,瑞银将其目标价上调至325美元,并认为有超过20%的上涨空间。

我们来谈谈“Bloom Energy”,这个名字被我们的许多嘉宾选中,现在关于它有大新闻。是的,Bloom Energy有大新闻。其股价今早大涨。该股目前上涨超过7%,或接近8%,原因是它将加入标普500指数的消息。

它将于9月21日加入这个覆盖最广泛的美国股票基准指数。

Let's talk about "Bloom Energy," a name chosen by many of our guests, and now there's big news about it. Yes, big news for Bloom Energy. Its shares are booming this morning. The stock is currently up more than 7 %, or nearly 8% , on the back of news that it will be added to the S&P 500 index. It will join the broadest benchmark of US stocks on September 21 .

因此,尽管大盘面临这些逆风,Bloom Energy的股价在加入标普500指数的消息传出后仍在上涨。至于Bloom Energy,瑞银在消息传出后对其变得乐观。他们将目标价上调至325,并维持“买入”评级。