6月30日，GE Vernova盘中上涨3.23%，报1137.2美元/股，成交额4.87亿美元。此前该股于6月26日跟随板块回落逾3%，近两个交易日持续修复，板块内Bloom Energy同日上涨7.63%。
消息面上，公司近期利好密集：6月23日宣布新建联合循环发电厂预计发电量超1.6吉瓦、2030年投入商业运营；6月18日与Elementl Power签署早期工程协议推进BWRX-300小型模块堆技术落地；同时摩根大通研报显示一季度全球燃气轮机订单约29GW、同比增长39%创同期历史纪录，行业景气度持续支撑估值。此外，公司一季度业绩超预期并上调全年指引，Oppenheimer指出其受益于强劲需求、定价改善及回购。
GE Vernova Inc.总部位于马萨诸塞州剑桥市，作为电力行业的全球领导者运营，提供发电、输电、配电、转换和储能的产品和服务，致力于支持电气化和脱碳进程。
（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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