电力系统与清洁能源巨头GE Vernova（GEV）今日盘中大跌5.09%，引发市场关注。尽管公司近期公布了一系列积极消息，但投资者似乎更关注其未来面临的挑战。
在利好方面，GE Vernova宣布将斥资52.8亿美元收购变压器制造商Prolec GE剩余50%的股份，此举旨在把握人工智能驱动的电网设备需求增长机遇。公司还报告了好于预期的第三季度核心利润。然而，这些正面因素似乎未能提振投资者信心。
相反，市场可能更多地关注了公司面临的一些挑战。GE Vernova下调了风能业务收入预期，预计将出现高个位数的有机下降，较此前预期的中个位数下降有所恶化。此外，公司还面临关税和通胀带来的压力，预计2025年的影响将在3亿到4亿美元之间。更值得注意的是，GE Vernova透露其客户正面临许可延误和关税不确定性，这可能会影响2026年的陆上业务收入。这些因素综合起来，似乎引发了投资者对公司短期内盈利能力和增长前景的担忧，导致股价下跌。
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