We recently published 10 Stocks Crushing Wall Street, AI Stocks Dominate. Fluence Energy, Inc. (NASDAQ:FLNC) is one of the top performers on Tuesday. Shares of Fluence Energy jumped by 9.5 percent on Wednesday to finish at $11.18 apiece, mimicking the overall rally in energy stocks, as investors loaded positions in industries that are expected to benefit from the booming artificial intelligence sector. Additionally, sentiment was further supported by its bagging of a new battery storage supply deal to su ...

We recently published 10 Stocks Stealing Wall Street’s Spotlight. Fluence Energy, Inc. (NASDAQ:FLNC) is one of the top performers on Monday. Fluence extended its winning streak to a third straight day on Monday, surging 13.25 percent to end at $10.60 apiece as investors welcomed the bagging of a new supply deal for a 133-megawatt battery storage project in Poland. In a statement, Fluence Energy, Inc. (NASDAQ:FLNC) said its subsidiary was awarded by DRI, the European renewables arm of Ukraine’s DTEK Group ...

文章核心观点 - 特斯拉核心电动汽车业务承压，公司寄希望于人工智能和无人驾驶出租车业务，但尚处早期阶段，而能源和储能业务发展良好，是公司优势所在，同时该业务面临弗luence Energy和Enphase Energy等竞争对手，此外特斯拉股价表现不佳，估值和盈利预期也不理想 [1][2][8] 特斯拉业务情况 电动汽车业务 - 核心电动汽车业务面临需求疲软和竞争激烈的压力，销售受到影响，且CEO马斯克的政治参与对品牌形象不利 [1] 能源和储能业务 - 能源和储能业务蓬勃发展，得益于Megapack和Powerwall产品受市场欢迎，Powerwall用于家庭和小型商业设施储能，Megapack服务于商业、工业和公用事业客户的大规模能源需求 [2] - 过去三年能源存储部署量复合年增长率达180%，2024年部署量同比飙升113%，主要受加州拉思罗普超级工厂扩张推动，2025年第一季度部署了10.4 GWh，同比增长156%，马斯克预计2025年部署量至少再增加50% [3] - 能源生产与存储部门是特斯拉利润率最高的部门，2024年毛利率达26%，因其材料和运营成本相对较低，是公司的优势支柱 [4] 竞争对手情况 Fluence Energy - 是全球公用事业规模储能领域的领导者，是特斯拉Megapack的主要竞争对手，提供先进电池系统、人工智能驱动软件和电网服务，其将于2025年底推出的Smartstack平台以及与Cordelio Power合作部署1 GWh国产电池储能项目将进一步巩固其市场地位 [5][6] Enphase Energy - 制造和销售家庭能源解决方案，在住宅储能领域与特斯拉Powerwall竞争更激烈，以太阳能微型逆变器闻名，已拓展至家用电池系统，提供集成太阳能加储能解决方案，帮助业主减少对电网依赖并高效管理能源使用 [5][7] 股价、估值和盈利预期情况 股价表现 - 特斯拉股价年初至今下跌约42%，而行业下跌37.5% [8] 估值情况 - 特斯拉的远期市销率为6.82，高于行业水平，价值评分为F [10] 盈利预期 - 过去30天，特斯拉盈利的Zacks共识预期呈下降趋势 [11]