异动解读 | 上调年度收入预期,GE Vernova盘前大涨5.10%

异动解读
Jan 28

GE Vernova Inc. (GEV) 今日盘前股价大幅上涨5.10%,引起了市场的高度关注。

消息面上,该公司在盘前时段发布了最新业绩信息,并上调了其年度营收预期。公司预计2026年营收将达到440亿至450亿美元,高于此前预期的410亿至420亿美元。这一乐观展望主要得益于数据中心蓬勃发展的电力需求,推动了其电力和电气化部门的订单强劲增长。

具体数据显示,该公司本季度订单额达到593亿美元,同比增长34%。其中,电气化部门的核心利润同比大幅增长78.4%,电力部门的核心利润也增长了近20%。强劲的业绩表现和超预期的营收指引,显著增强了投资者对公司未来增长前景的信心,从而推动了股价在盘前交易中大幅走高。

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