异动解读 | 业绩超预期且电费需求双升,爱克斯龙盘中大涨5.06%

异动解读
Feb 12

爱克斯龙(EXC)今日盘中大涨5.06%,股价表现强劲。

消息面上,公司公布的第四季度调整后每股盈利为59美分,超出市场预期的55美分。同时,公司给出了强劲的2026年业绩指引,预计全年调整后每股利润介于2.81美元至2.91美元之间,高于分析师平均预期的2.84美元。业绩超预期主要得益于电费上涨以及电力需求,尤其是数据中心为支持人工智能任务所带来的需求激增。

此外,公司宣布将未来四年的资本支出计划从之前的380亿美元上调至413亿美元,以加强电网基础设施建设。为支持相关资本开支,公司同日公布了更新的四年融资战略,计划通过股权融资筹集34亿美元,专项用于电网升级和清洁能源转型等项目,这进一步增强了市场对其长期增长潜力的信心。

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