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,强力资本回报计划提振市场信心。此前股价持续承压的原因是CEO Scott Strazik在伯恩斯坦年度战略会议上对AI数据中心落地速度表达担忧,指出部分客户因电网审批和地方政策卡壳,项目转化面临困难。本次回购扩容和增派股息在一定程度上对冲了上述利空情绪,推动股价在连跌后出现技术性反弹。
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