8月3日，Solaris Energy Infrastructure盘中上涨8.01%，报55.53美元/股，成交额4691.16万美元。
消息面上，公司将于8月5日发布新一季度财报，市场一致预期营收2.05亿美元，同比增65.56%，EBIT同比增113.37%，调整后每股收益同比增91.75%，强劲增长预期吸引资金提前布局。此外，高盛将公司列入上游算力基础设施电力设备推荐方向，Needham给予97美元目标价，Morgan Stanley上调目标价至90美元并维持超配评级，均远高于当前股价，对估值修复构成支撑。此前该股因收购GESA带来约4%股本稀释一度累跌逾16%，稀释担忧已较充分释放，当前反弹延续超跌修复逻辑。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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