[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciocadeed8f":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciocadeed8f","AI需求引爆绿色能源赛道！这5只股票年内悄然狂飙-最高涨超223%","\u002Fdoc\u002Fdciocadeed8f","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，2026年以来，受中东战争推高油气价格影响，能源股稳步攀升，人工智能(AI)交易也展现了不错的势头。而在市场视线之外，可持续发展领域的一些绿色能源公司却悄然跑赢了许多热门同行。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>数据显示，燃料电池制造商Bloom Energy(BE)今年以来涨幅超过223%，在所有同业公司中表现居首;其竞争对手FuelCell Energy(FCEL)也在年内实现了三位数的涨幅。这两家公司都受益于AI驱动的电力需求增长。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据悉，Bloom Energy在今年签下了一系列大单。4月，该公司与甲骨文(ORCL)签署了高达2.8吉瓦的燃料电池采购框架协议，并与持续扩大AI业务版图的另类资产管理巨头布鲁克菲尔德(BAM)将合作规模从50亿美元扩大至250亿美元。该公司与美国电力公司(AEP)签署了一项价值26.5亿美元、期限长达20年的购电协议，将在怀俄明州建设并运营一座燃料电池发电设施为AEP提供长期电力供应。该公司还在7月宣布获得一笔17亿美元的项目投资，用于为AI云算力公司Nebius(NBIS)提供专属电力解决方案。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>FuelCell Energy则在年内与Fit Energy USA LP达成了一份380兆瓦的数据中心供电协议，并与一家主要数据中心运营商签署了关于德州项目的容量预留协议。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>与此同时，高性能电源模块制造商‌Vicor Corporation(VICR)年内累计上涨超过97%;该公司负责设计和制造模块化电源组件及电源系统，为高性能电子设备高效转换并输送电力。在多个市场开发并运营公用事业规模的太阳能、风能和储能项目的可再生能源公司Enlight Renewable Energy(ENLT)年内则上涨约58%。先进材料公司Aspen Aerogels(ASPN)年内涨幅则超过81%;该公司负责设计和制造高性能气凝胶材料，这些材料应用于电动汽车电池热隔离层、节能隔热材料以及其他能源领域。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这5只绿色股票均大幅跑赢热门的清洁能源交易所交易基金(ETF)。数据显示，iShares环球清洁能源ETF(ICLN)和First Trust NASDAQ Clean Edge Green Energy Index Fund(QCLN)今年以来均上涨约8%。这5只股票同时也大幅跑赢了标普500指数、道琼斯指数和纳斯达克综合指数这三大美股指数。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>与AI行业相比，Bloom Energy、FuelCell Energy、商‌Vicor Corporation和Aspen Aerogels的股票均跑赢了两只主要芯片ETF——iShares半导体ETF(SOXX)和VanEck半导体指数ETF(SMH)，同时也跑赢了环球人工智能与科技ETF(AIQ)。Renewable Energy的股票表现虽然跑输iShares半导体ETF，但2026年以来仍跑赢和VanEck半导体指数ETF和环球人工智能与科技ETF。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此外，华尔街分析师对这5只股票普遍持乐观态度。具体来看，华尔街对Bloom Energy的共识评级为“买入”，平均目标价为280.24美元，与该股周四收盘价几乎持平;对FuelCell Energy的共识评级为“买入”，平均目标价为20.33美元，较该股周四收盘价有近15%的上涨空间;对Vicor Corporation的共识评级为“强力买入”，平均目标价为386.25美元，较该股周四收盘价有近79%的上涨空间;对Renewable Energy的共识评级为“买入”，平均目标价为87.88美元，较该股周四收盘价有近17%的上涨空间;对Aspen Aerogels的共识评级为“买入”，平均目标价为7.75美元，较该股周四收盘价有近51%的上涨空间。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]