Within the clean energy sector, two trends played out today: Bloom Energy rose 3.4%, with fuel cells being pulled up by the power demand from AI data centers, which is a logical move; CleanSpark was almost flat, as the high electricity costs for crypto mining require another Bitcoin rally for new momentum 😔
Dongfang Electric fell over 4.3%, and American Superconductor dropped 4.2%. There's no clear catalyst for Hong Kong-listed power equipment and superconducting electrical stocks, and earlier gains are being digested.
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