7月16日，Solaris Energy Infrastructure盘中下跌8.33%，报61.51美元/股，成交额4113.11万美元，延续前一交易日跌势。
消息面上，摩根士丹利近日发布报告警告，民众对AI数据中心的反对浪潮正在加剧，仅第一季度就有约1300亿美元项目受到影响，社区抵制将给成本和工期带来压力。尽管该行指出SEI或受益于数据中心增加现场发电的趋势，但市场更关注整体基础设施投资放缓的风险。同时，石油天然气设备与服务板块持续走弱，斯伦贝谢跌0.95%、Baker Hughes跌1.15%、哈里伯顿跌0.62%，行业整体承压加剧个股跌幅。
公司此前于7月6日完成对GESA的收购以扩大发电服务能力，并于5月完成20亿美元融资安排，基本面扩张节奏较快，但短期市场情绪受行业逆风主导。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.