消息面上,公司近日宣布将股票回购规模从60亿美元大幅提升至100亿美元,同时派息金额翻倍至每股0.50美元,强力资本回报计划持续提振市场信心。此前该股因CEO Scott Strazik在伯恩斯坦年度战略会议上对AI数据中心项目落地速度表达担忧,5月底至6月上旬连续下跌,累计跌幅显著。百亿回购扩容与增派股息有效对冲了前期利空情绪,股价自6月11日以来延续修复走势。
GE Vernova是电力行业全球领导者,提供发电、输电、储能等全链条产品和服务,于2024年4月从通用电气分拆独立运营。
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