GE Vernova:每六个月40吉瓦的新合约承诺速度并非常态——摩根士丹利会议透露

美股速递
Sep 16

在摩根士丹利会议上,GE Vernova明确表示,公司并不预期每六个月都能维持40吉瓦的新合约承诺节奏。这一表态引发了市场对可再生能源领域增长可持续性的重新审视。显然,公司高层试图为外界过高的期待降温,表明当前的速度更多是特定环境下的产物,而非可以长期复制的常规状态。

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