Provisions in the "One Big Beautiful Bill" provide some hope for this hydrogen fuel cell manufacturer. Shares of Plug Power (PLUG -0.30%) sank after the company reported its second-quarter results. But with the passage of U.S. budget reconciliation legislation (referred to by some as "One Big Beautiful Bill") this summer and its support for the hydrogen industry, the question arises: Are better times ahead for Plug Power and its investors? Let's take a closer look at the company's results and its commentary ...

股价表现 - Plug Power股价自7月9日收盘价178美元后连续下跌 但今日逆转上涨 截至美东时间12:27涨幅达56% 早盘涨幅曾达92% [1] 欧洲氢能行业利好 - 欧盟委员会公布2028-2034年财务框架提案 计划将能源连接设施(CEF)资金从当前584亿欧元大幅提升至299亿欧元 氢能基础设施被列为支持欧洲能源网络互联和能源转型的关键项目 [3] - Plug Power在德国Werlte的制氢设施已向H2CAST Etzel项目供氢 该项目是德国大规模地下储氢试点工程 [3] 公司业务进展 - 2022年欧洲氢能生产龙头Lhyfe向Plug Power订购10套5兆瓦电解槽系统 创法国企业最大电解槽订单纪录 [4] 市场反应分析 - 投资者认为欧盟增资计划可能使Plug Power受益 但当前预算分配尚不足以构成立即买入依据 建议关注公司2025年二季度财报披露的业务进展 [5]