The Real Investment Show 对 $BE 的判断变化

2026-09-02
9-2-26 Q&A Wednesday: What Are Markets Waiting For?
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。

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.