GE Vernova Inc.（股票代码：GEV）周三盘前股价大涨5.57%，投资者对公司强劲的第三季度业绩以及战略收购举措反应积极。
根据公司最新财报，GE Vernova第三季度调整后每股收益达1.67美元，超过分析师平均预期的1.62美元。公司订单额增长强劲，达146亿美元，同比有机增长55%。这一亮眼业绩主要得益于电力和电气化设备需求的增加，特别是来自支持人工智能工作负载的数据中心对电力需求的激增。
与此同时，GE Vernova宣布将以52.8亿美元收购变压器制造商Prolec GE剩余的50%股权，此举旨在加强其北美电网设备业务。公司电气化部门核心利润从去年同期的2.01亿美元增至3.93亿美元，电力部门核心利润也从4.99亿美元增至6.45亿美元，显示出公司各业务板块的良好发展态势。美国能源信息署预计，受AI和数据中心增长推动，美国未来两年的电力消耗量将创历史新高，这一趋势有望为GE Vernova带来持续的增长动力。
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