Bloom Energy第三季度改变了故事，而非估值（NYSE:BE）
· seekingalpha.com
随着AI数据中心需求加速，Bloom Energy在Oracle和Nebius的快速部署强化了其“通电时间”优势。但我将BE股票评级为持有。原因如下。
While I have become more interested in Bloom Energy ( BE ) post Q3, there are certain considerations that prevent me from buying it now. Revenue jumped to $1.24...