新稅收抵免規則促進氫能生產，Plug Power (PLUG) 股價上漲 20%

受美國財政部根據《通貨膨脹削減法案》(IRA) 發布清潔氫生產稅收抵免最終規則的推動，Plug Power Inc. (PLUG) 股價週一早盤上漲近 20%。

Plug Power (NASDAQ:PLUG) stock soared nearly 20% in the morning session on Monday, as the U.S. Department of the Treasury released final rules on tax credits for clean hydrogen production under the Inflation Reduction Act (IRA). These updates are seen as a significant boost for companies like Plug Power, which are at the forefront of hydrogen energy production.

隨著美國財政部根據《通貨膨脹削減法案》(IRA) 發布清潔氫生產稅收抵免最終規則，普拉格能源 (NASDAQ:PLUG) 股價週一早盤飆升近 20%。這些更新被視為對Plug Power等處於氫能生產前沿的公司的重大推動。

Retail Investor Sentiment and Stocktwits Poll

散戶情緒與 Stocktwits 民意調查

Retail investors on Stocktwits have expressed strong enthusiasm, with Plug Power emerging as the favorite hydrogen stock for 2025. The updated rules broaden eligibility for tax credits, allowing more producers—including those in the nuclear and natural gas sectors—to qualify for billions in incentives. This expansion is expected to reduce the high costs traditionally associated with clean hydrogen production, which is critical for scaling the sector.

Stocktwits 上的散戶投資者表達了強烈的熱情，Plug Power 成為2025 年最受歡迎的氫能股票。商）有資格獲得數十億美元的激勵措施。此次擴張預計將降低傳統上與清潔氫氣生產相關的高成本，這對於擴大該產業的規模至關重要。

On Stocktwits, the majority of investors have cast their votes for Plug Power, with over 50% of users predicting it has the most significant upside potential compared to other hydrogen companies like Bloom Energy (NYSE:BE), Nikola (NASDAQ:NKLA), and FuelCell Energy (NASDAQ:FCEL). Notably, Nikola garnered 21% of the vote, while FuelCell Energy attracted 16%, and Bloom Energy received just 8%, making it the least favored among retail investors.

在 Stocktwits 上，大多數投資者都把票投給了 Plug Power，超過 50% 的用戶預測，與 Bloom Energy (NYSE:BE)、Nikola (NASDAQ:NKLA)、和燃料電池能源公司（納斯達克股票代號：FCEL）。值得注意的是，Nikola 獲得了 21% 的選票，而 FuelCell Energy 獲得了 16% 的選票，而 Bloom Energy 僅獲得了 8%，使其成為最受散戶投資者青睞的公司。

The sentiment surrounding Plug Power has gone from neutral to extremely bullish, with a sharp uptick in message volume on Stocktwits, which has risen from low to high levels. Many investors on the platform believe the stock could surpass the $3 threshold and are anticipating further upside.

圍繞 Plug Power 的情緒已從中性轉為極度樂觀，Stocktwis 上的消息量急劇上升，從低位升至高位。該平台上的許多投資者認為該股可能會突破 3 美元的門檻，並預計會進一步上漲。

Struggles and Progress in 2024

2024年的奮鬥與進步

Despite Monday’s rally, Plug Power faced significant challenges in 2024, with a 53% drop in stock price due to financial difficulties and the struggle to meet hydrogen supply commitments. The company has invested heavily in scaling up production, including opening a hydrogen production plant in Georgia last year. However, it continued to report losses and was unable to fully meet its supply commitments.

儘管週一上漲，普拉格能源在 2024 年仍面臨重大挑戰，由於財務困難和難以履行氫供應承諾，股價下跌 53%。該公司在擴大生產方面投入了大量資金，包括去年在喬治亞州開設了一家氫氣生產廠。然而，該公司繼續報告虧損，無法完全履行其供應承諾。

A $1.6 billion loan from the U.S. Department of Energy, announced in May 2024, is expected to stabilize the company’s finances and support its efforts to expand its clean hydrogen business.

美國能源部於 2024 年 5 月宣布提供 16 億美元貸款，預計將穩定該公司的財務狀況，並支持其擴大清潔氫業務的努力。

Positive Developments and Customer Orders

積極的發展和客戶訂單

Despite financial setbacks, Plug Power has made significant strides in fulfilling green hydrogen orders, including orders from major retailers such as Amazon (NASDAQ:AMZN), Walmart (NYSE:WMT), and Home Depot (NYSE:HD). While the company has yet to fully meet its commitments, the progress made in these areas is viewed as positive by industry watchers.

儘管面臨財務挫折，普拉格能源在履行綠色氫訂單方面仍取得了重大進展，其中包括來自亞馬遜（納斯達克股票代碼：AMZN）、沃爾瑪（NYSE：WMT）和家得寶（紐約證券交易所股票代碼：HD）等主要零售商的訂單。儘管該公司尚未完全履行其承諾，但行業觀察人士認為這些領域的進展是積極的。

Looking Ahead: A Turning Point for Plug Power?

展望未來：插頭電源的轉捩點？

The updated tax credit rules are seen as a potential turning point for Plug Power. The bullish sentiment from retail investors, coupled with the company’s recent strides in green hydrogen production and customer relationships, suggests that Plug Power could be well-positioned for long-term growth, provided it can meet increasing demand and stabilize its finances. The favorable tax incentives and U.S. government support could play a crucial role in enabling the company to achieve its growth goals in the clean hydrogen space.

更新後的稅收抵免規則被視為普拉格能源的潛在轉折點。散戶投資者的看漲情緒，加上該公司最近在綠氫生產和客戶關係方面的進步，表明普拉格能源公司可以為長期增長做好準備，只要它能夠滿足不斷增長的需求並穩定其財務狀況。有利的稅收優惠和美國政府的支持可能會在使該公司實現清潔氫領域的成長目標方面發揮至關重要的作用。