7月29日，Solaris Energy Infrastructure盘中下跌8.28%，报43.395美元/股，成交额8995.12万美元，延续7月28日逾8%的跌势。
消息面上，公司7月初以5500万美元现金及300万股A类股票完成对GESA的收购，新增约4%股本稀释引发市场对短期盈利摊薄的担忧。此外，公司将于8月5日发布二季度财报，市场预期调整后EPS为0.34美元，较一季度实际0.44美元环比下降，并购整合效果与现金流质量成为关键观察点。当前股价对应TTM市盈率约83倍，高估值叠加稀释压力放大了回调幅度。
行业方面，石油天然气设备与服务板块表现分化，Baker Hughes涨2.84%，斯伦贝谢跌1.23%，哈里伯顿涨0.02%，德希尼布FMC跌0.61%，华高跌4.18%，个股跌幅远超板块均值。
（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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