GE Vernova Inc.(GEV)今日盘前股价大涨5.32%，引起了市场的广泛关注。
消息面上，公司发布了强劲的第一季度财报。财报显示，公司第一季度实现净利润47.5亿美元，其中包含了高达45亿美元的并购相关税前净收益，主要来源于对Prolec Ge的资产处置，展现了公司高效的资本配置能力。
与此同时，公司因数据中心需求强劲而上调了年度收入预期。公司目前预计2026年的收入将达到445亿至455亿美元，高于此前预期的440亿至450亿美元。此外，公司第一季度的订单额达到183亿美元，有机增长超过71%，其电气化部门和电力部门的利润也实现了显著增长。
公司还宣布了其在燃气轮机业务方面的长期规划，预计到2026年底将达成至少110吉瓦的订单与槽位预留协议总量，这进一步增强了市场对其未来业务发展的信心。
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