CNBC的吉姆·克莱默（Jim Cramer）周三表示，Bloom Energy仍然是他最青睐的投资选择——该公司专门为支持人工智能产业的发展提供电力解决方案。不过，他目前还不准备立即买入该公司的股票。今年以来，Bloom Energy的股价已经上涨了219%，其中本月涨幅达到了34%；这主要是由于对该公司现场使用的燃料电池系统的需求持续增加，尤其是在那些耗电量巨大的人工智能数据中心建设中。
CNBC's Jim Cramer said Wednesday that Bloom Energy remains his favorite way to invest in behind-the-meter electricity powering the artificial intelligence build-out. He's just not ready to pull the trigger just yet. Bloom shares have surged 219% this year, including 34% this month, as demand for its onsite fuel-cell systems has accelerated alongside the construction of power-hungry AI data centers.
这些可扩展的模块化设备能够在不依赖公共电网的情况下为数据中心提供电力（包括主电源和备用电源），并且它们通过非燃烧方式将燃料转化为电能。自克莱默去年2月首次推荐该股票以来，其股价几乎翻了一番。克莱默说：“如果你想投资于为人工智能产业发展提供电力的相关企业，Bloom Energy仍然是最佳选择。从长期来看，我认为该公司的股价在未来几年内还有很大的上涨空间。”
These scalable modular blocks, which can provide primary and backup power outside of the public electrical grid, convert fuel into electricity without combustion. The stock has nearly doubled since Cramer covered it in February . "If you want exposure to the electricity powering the AI build-out, Bloom Energy remains my favorite way to play it," the " Mad Money " host said. "Long term, I think this one can still go much higher over the next few years."
Bloom Energy的技术为数据中心运营商提供了一种更快捷的解决方案，使他们无需等待数年才能接入公共电网。该公司管理层表示，他们仅用55天就成功为甲骨文（Oracle）的一个数据中心提供了电力供应。数据中心的规模通常以所需的连续电力输出量（单位为吉瓦）来衡量，因为能源是限制数据中心容量的关键因素。
Bloom's technology offers data center developers a faster alternative to waiting years for a power grid connection. Management said it was able to deliver power to an Oracle data center within 55 days. Data center size is measured in the gigawatts of continuous power needed to run the facilities because energy is the limiting factor on capacity.
市场需求已经体现在Bloom Energy的财务数据中：该公司第二季度的收入增长了166%，达到10.7亿美元，远超市场预期；调整后的每股收益为0.78美元，几乎是市场预期的两倍。管理层还将全年的收入预测上调至39亿至42亿美元之间，这意味着公司的销售额有望实现翻倍。Bloom Energy将于10月27日公布第三季度的财务业绩。
Demand has already shown in Bloom's results. Second-quarter revenue jumped 166% to $1.07 billion, crushing estimates, while adjusted earnings of 78 cents per share nearly doubled expectations. Management also raised its full-year revenue forecast to between $3.9 billion and $4.2 billion, with the midpoint implying sales will double. Bloom is set to report third-quarter results Oct. 27.
克莱默还提到了该公司不断扩大的客户群：包括多家大型云计算企业以及人工智能研究实验室在内的众多客户都认可了Bloom Energy的技术。Bloom Energy的主要竞争对手还包括其他提供“场内电力”（即用于数据中心内部的电力）的供应商，例如GE Vernova公司（该公司也是CNBC投资俱乐部的投资组合之一）。
Cramer also pointed to Bloom's expanding customer base. The company said that buy-in from major hyperscalers, more than a dozen neoclouds, and AI labs have validated the technology. Bloom competes with other ways of generating behind-the-meter power, like the massive jet-engine-like turbines from GE Vernova , a holding in the CNBC Investing Club portfolio . As much as Cramer likes the Bloom story, he said investors shouldn't chase it.
尽管克莱默（Cramer）非常看好布鲁姆（Bloom）公司的前景，但他表示投资者不应盲目追涨该股票。目前布鲁姆公司的股价约为今年预期每股收益的108倍，以及明年预期每股收益的59倍。他总结道：“请耐心等待股价的回调——因为这种回调肯定会发生，对长期投资者来说反而会是一个好机会。”
Bloom trades at roughly 108 times this year's expected earnings-per-share and 59 times next year's EPS estimates. "Wait for a pullback, because we're going to get one, and it'll be another gift for long-term investors," he concluded. Sign up now for the CNBC Investing Club to follow Jim Cramer's every move in the markete into Cramer's world? Hit him up! Mad Money Twitter - Jim Cramer Twitter - Fac