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← @jimmyhuli

$BE

BULLISH2026-10-22
Price around the call
↑ 2026-10-22
By horizonMaturing · ~20 trading days to go
1d
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5d
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21d
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Original post
Jimmy狐狸 · 2026-10-22

$BE 财报超预期,beat & raise BE 2026 年 Q3 财报营收增长 138% 至 12.4 亿美元,高于市场预期的约 10.8 亿美元;non-GAAP EPS 为 0.94 美元。2026 财年营收指引上调至 44 亿至 46 亿美元,意味着 Q4 营收约为 13.5 亿至 15.5 亿美元。 按前瞻来算的话,现在估值很便宜了 但今天随着 AI 一起暴跌,我认为 BE 是被错杀的 AI 缺电,不管共和党还是民主党上台都一样,反而民主党上台有可能更利好 BE,因为会迫使数据中心自带发电,并且 BE 的能源是 “清洁能源”,符合左派的胃口。 短线很痛,已经跌破 200MA 和我的成本线,但我认为现在已经是买入 BE 的窗口 https://t.co/c8ZGMyOgUN

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