新税收抵免规则促进氢能生产，Plug Power (PLUG) 股价上涨 20%

受美国财政部根据《通货膨胀削减法案》(IRA) 发布清洁氢生产税收抵免最终规则的推动，Plug Power Inc. (PLUG) 股价周一早盘上涨近 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.

随着美国财政部根据《通货膨胀削减法案》(IRA) 发布清洁氢生产税收抵免最终规则，普拉格能源 (NASDAQ:PLUG) 股价周一早盘飙升近 20%。这些更新被视为对Plug Power等处于氢能生产前沿的公司的重大推动。

Retail Investor Sentiment and Stocktwits Poll

散户投资者情绪和 Stocktwits 民意调查

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 上的散户投资者表达了强烈的热情，Plug Power 成为 2025 年最受欢迎的氢能股票。更新后的规则扩大了税收抵免的资格，使更多生产商（包括核能和天然气行业的生产商）有资格获得数十亿美元的激励措施。此次扩张预计将降低传统上与清洁氢气生产相关的高成本，这对于扩大该行业的规模至关重要。

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，大多数投资者都把票投给了 Plug Power，超过 50% 的用户预测，与 Bloom Energy (NYSE:BE)、Nikola (NASDAQ:NKLA)、和燃料电池能源公司（纳斯达克股票代码：FCEL）。值得注意的是，Nikola 获得了 21% 的选票，而 FuelCell Energy 获得了 16% 的选票，而 Bloom Energy 仅获得了 8%，使其成为最受散户投资者青睐的公司。

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.

围绕 Plug Power 的情绪已从中性转为极度乐观，Stocktwis 上的消息量急剧上升，从低位升至高位。该平台上的许多投资者认为该股可能会突破 3 美元的门槛，并预计会进一步上涨。

Struggles and Progress in 2024

2024年的奋斗与进步

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.

尽管周一上涨，但普拉格能源在 2024 年仍面临重大挑战，由于财务困难和难以履行氢供应承诺，股价下跌 53%。该公司在扩大生产方面投入巨资，包括去年在佐治亚州开设了一家氢气生产厂。然而，该公司继续报告亏损，无法完全履行其供应承诺。

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.

美国能源部于 2024 年 5 月宣布提供 16 亿美元贷款，预计将稳定该公司的财务状况，并支持其扩大清洁氢业务的努力。

Positive Developments and Customer Orders

积极的发展和客户订单

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.

尽管面临财务挫折，普拉格能源在履行绿色氢订单方面仍取得了重大进展，其中包括来自亚马逊（纳斯达克股票代码：AMZN）、沃尔玛（纽约证券交易所股票代码：WMT）和家得宝（纽约证券交易所股票代码：HD）等主要零售商的订单。尽管该公司尚未完全履行其承诺，但行业观察人士认为这些领域取得的进展是积极的。

Looking Ahead: A Turning Point for Plug Power?

展望未来：插头电源的转折点？

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.

更新后的税收抵免规则被视为普拉格能源的一个潜在转折点。散户投资者的看涨情绪，加上该公司最近在绿色氢生产和客户关系方面取得的进步，表明普拉格能源公司可以为长期增长做好准备，只要它能够满足不断增长的需求并稳定其财务状况。有利的税收优惠和美国政府的支持可能会在使该公司实现清洁氢领域的增长目标方面发挥至关重要的作用。