鹰普精密今日盘中大涨9.85%，引起了市场的广泛关注。
消息面上，燃气轮机概念股普遍上扬。花旗发布研报指出，GE Vernova首季燃气电力设备订单及预留容量达21GW，其设备积压订单及预留容量已从上一季的83GW增至100GW，这反映了全球燃气轮机需求强劲。花旗同时上调了GE Vernova的2026年业绩展望。
此外，东方证券表示，自生成式AI浪潮兴起以来，燃机需求出现爆发式增长。根据Global Energy Monitor的数据，全球燃气发电扩张受到燃气轮机产能的制约，积压订单已普遍排至2030年。该行认为，随着全球燃机紧缺问题的进一步强化以及国内燃机厂积极拓展海外业务，国产燃机有望加速提升全球市场份额。这一行业性的积极前景，带动了包括鹰普精密在内的相关概念股走强。
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