GE Vernova Inc.(GEV)今日盘中股价大幅上涨12.84%，引起了市场的广泛关注。
消息面上，公司发布了强劲的第一季度财报，业绩全面超越市场预期。财报显示，公司第一季度营收达93.4亿美元，同比增长16.3%，超出预期；每股收益为17.44美元，远超市场预期的15.44美元。与此同时，公司因数据中心对电力设备的强劲需求而上调了全年业绩指引，预计2026年营收将达到445亿至455亿美元，调整后核心利润率区间也上调至12%至14%。
此外，公司第一季度的订单额达到183亿美元，有机增长超过71%，积压订单进一步增加。公司首席执行官还表示，预计到今年年底，燃气轮机的待交付订单与机位预留协议总计将达到至少110吉瓦。AI技术驱动的数据中心电力需求持续爆发，为公司业绩增长提供了长期支撑，共同推动了股价的强势表现。
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