Gas turbine related stocks gained strength. As of writing, Harbin Electric (01133) rose 8.37% to HK$22.54; Weichai Power (02338) increased 7.79% to HK$35.7; Impro Precision (01286) advanced 6.02% to HK$9.51; and Dongfang Elec (01072) was up 5.72% to HK$43.96. The movement follows news that US gas turbine leader GE Vernova reported a comprehensive acceleration in its first-quarter 2026 performance. Benefiting from long-term global power demand expansion and an investment boom in artificial intelligence data center infrastructure, the company saw significant improvements in orders, profit margins, and cash flow, prompting an upward revision of its full-year 2026 financial guidance. Data revealed the company's first-quarter orders reached $18.3 billion, representing 71% organic growth year-over-year. Adjusted EBITDA nearly doubled to $896 million, with the margin rising to 9.6%, an increase of 390 basis points compared to the previous year. Free cash flow surged to $4.8 billion, not only tripling year-over-year but also exceeding the total for the full year 2025. Analysts previously noted that against a backdrop of widening overseas power shortages and accelerated AI data center construction, domestic Chinese gas turbine manufacturers and system integrators are simultaneously accelerating their expansion overseas. Orders for domestic gas turbines are being consistently secured, with companies like Dongfang Elec and other domestic OEMs significantly speeding up their market development in regions such as South America, Southeast Asia, and North America. Concurrently, AI data center construction is driving sustained growth in global electricity demand. With overseas leaders facing tight capacity and extended delivery cycles, a window of opportunity has emerged for the export of Chinese gas turbines and related integrated solutions.