<p><strong>普拉格能源</strong>(PLUG 8.77%) 的股票并不是一个成功的投资。该氢能源公司的股价在过去三年中暴跌了 94%，包括今年迄今为止的 27% 的下降。</p>
<p>然而，一些投资者仍在押注于其反弹，并且该股票在过去几个月从历史低点反弹。最近反弹的原因也是我仍在关注普拉格能源的原因。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjk5MDIvZGF0YS1jZW50ZXItY2FtcHVzLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjk5MDIvZGF0YS1jZW50ZXItY2FtcHVzLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>数据中心的解决方案</h2>
<p>普拉格能源在利用氢作为燃料方面进行了雄心勃勃的推动。也许这过于雄心勃勃，因为它投入资金建设氢生产设施和其他氢基础设施。但现在它确实拥有了燃料电池和电解槽的业务增长引擎。</p>
<p>该公司已减少资本支出，第二季度的运营和投资现金使用同比下降了 40%。与此同时，第二季度的收入增长了 21%。其燃料电池和电解槽平台的订单是原因所在。电解槽的销售同比增长了三倍，占第二季度总收入的 25%。</p>
<p>未来可能还有更多。燃料电池同行 <strong>Bloom Energy</strong> 正在向投资者展示这条道路可能的样子。Bloom 最近宣布与科技巨头 <strong>Oracle</strong> 达成协议，在其美国的云基础设施数据中心部署其燃料电池技术。数据中心的增长正在爆炸式增长，创造了对能源日益增长的需求。与其对电网施加压力，当地燃料电池是满足这一需求的一个解决方案。</p>
<p>许多数据中心的所有者也希望在可能的情况下利用可再生能源。这就是普拉格能源可以成为重要参与者的地方。投资者需要关注普拉格与大型科技公司之间类似的合作伙伴关系公告。如果普拉格能源能够签订为数据中心提供电力的合同，它可能会扭转其命运，并在未来成为一个成功的投资。</p>

普拉格能源

<p>Plug Power 的股票在过去三年中大幅下跌了 94%，其中今年下降了 27%。然而，该股票最近从历史低点反弹，主要得益于收入增长和资本支出的减少。公司专注于氢燃料电池和电解槽，导致第二季度收入增长 21%，电解槽销售量更是增长了三倍。随着数据中心需求的增加，Plug Power 可能会通过与科技公司的合作受益，从而有可能扭转其在能源市场的命运</p>

<p><strong>Plug Power</strong>(PLUG 8.77%) stock hasn't been a winning investment. Shares of the hydrogen-based energy company plummeted 94% over the last three years, including a 27% decline year to date.</p>
<div class="lb-trans"><p><strong>普拉格能源</strong>(PLUG 8.77%) 的股票并不是一个成功的投资。该氢能源公司的股价在过去三年中暴跌了 94%，包括今年迄今为止的 27% 的下降。</p>
</div><p>Yet some investors are still betting on a turnaround, and the stock has rebounded over the last several months from an all-time low price. The reason for that recent bounce is also why I am still keeping an eye on Plug Power.</p>
<div class="lb-trans"><p>然而，一些投资者仍在押注于其反弹，并且该股票在过去几个月从历史低点反弹。最近反弹的原因也是我仍在关注普拉格能源的原因。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjk5MDIvZGF0YS1jZW50ZXItY2FtcHVzLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F829902%2Fdata-center-campus.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>A solution for data centers</h2>
<div class="lb-trans"><h2>数据中心的解决方案</h2>
</div><p>Plug Power made an ambitious push into utilizing hydrogen as a fuel. Perhaps it's been too ambitious, as it poured money into building hydrogen production facilities and other hydrogen infrastructure. But it does now have a growth engine for the business with its fuel cells and electrolyzers.</p>
<div class="lb-trans"><p>普拉格能源在利用氢作为燃料方面进行了雄心勃勃的推动。也许这过于雄心勃勃，因为它投入资金建设氢生产设施和其他氢基础设施。但现在它确实拥有了燃料电池和电解槽的业务增长引擎。</p>
</div><p>The company has reduced its capital spending, with operating and investing cash usage down by 40% year over year in the second quarter. At the same time, Q2 revenue jumped by 21%. Orders for its fuel cells and electrolyzer platforms are the reason for that. Electrolyzer sales tripled year over year and represented 25% of total revenue in Q2.</p>
<div class="lb-trans"><p>该公司已减少资本支出，第二季度的运营和投资现金使用同比下降了 40%。与此同时，第二季度的收入增长了 21%。其燃料电池和电解槽平台的订单是原因所在。电解槽的销售同比增长了三倍，占第二季度总收入的 25%。</p>
</div><p>There might be much more to come. Fuel cell peer <strong>Bloom Energy</strong> is showing investors how that path might look. Bloom recently announced a deal to deploy its fuel cell technology at some of tech giant <strong>Oracle</strong>'s cloud infrastructure data centers in the U.S. Data center growth is exploding, creating an increasing need for energy. Rather than taxing electrical grids, local fuel cells are one solution to that need.</p>
<div class="lb-trans"><p>未来可能还有更多。燃料电池同行 <strong>Bloom Energy</strong> 正在向投资者展示这条道路可能的样子。Bloom 最近宣布与科技巨头 <strong>Oracle</strong> 达成协议，在其美国的云基础设施数据中心部署其燃料电池技术。数据中心的增长正在爆炸式增长，创造了对能源日益增长的需求。与其对电网施加压力，当地燃料电池是满足这一需求的一个解决方案。</p>
</div><p>Many data center owners also want to utilize renewable energy where possible. That's where Plug Power can become a big player. Investors need to watch for similar announcements of partnerships between Plug and large tech companies. If Plug Power can ink contracts to supply power to data centers, it could reverse its fortunes and become a winning investment moving forward.</p>
<div class="lb-trans"><p>许多数据中心的所有者也希望在可能的情况下利用可再生能源。这就是普拉格能源可以成为重要参与者的地方。投资者需要关注普拉格与大型科技公司之间类似的合作伙伴关系公告。如果普拉格能源能够签订为数据中心提供电力的合同，它可能会扭转其命运，并在未来成为一个成功的投资。</p>
</div>

尽管普拉格能源的股价近期走低，我仍然关注它的一个原因