July 2026

Bloom Energy二季报之后：哪些质疑被证伪，哪些逻辑被证实
本文为《Bloom Energy (BE)：AI 超级周期所呼吸的氧气》（2026年5月25日）的续篇
 • Street Alpha
Bloom Energy After Q2: What the Numbers Settled, and What They Did Not
An update to "The Company That Solved Power for the AI Age" (May 25, 2026)
 • Street Alpha
The Ceasefire Was Part of the Campaign
Washington may be trying to control Iran without occupying it. The market still treats the war as a sequence of headlines, while the United States…
 • Street Alpha
和平窗口，可能本来就是战争计划的一部分
美国正在尝试不占领伊朗，却控制伊朗的天空、石油、美元、核能力与地区接口。市场仍把这场结构性战争，当成可以被下一份协议终止的新闻事件。
 • Street Alpha
当智能走向普及，真正稀缺的是什么？
开源权重模型正在逼近技术前沿，但支撑它们的基础设施仍然必须证明自己的回报率
 • Street Alpha
The Cost of Abundant Intelligence
Open-weight models are approaching the frontier. The infrastructure beneath them still has to earn a return.
 • Street Alpha
The Great Semiconductor Valuation Reset
AI Demand Is Still Alive. The Market Is Just Pricing It Differently.
 • Street Alpha
半导体估值重置：AI 需求没死，但市场已经换了一套定价逻辑
半导体股票腰斩，并不等于 AI 故事结束，而是市场开始区分增长、周期与流动性
 • Street Alpha
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