GE Vernova（GEV）周四尾盘上涨4.3%，受益于AI数据中心板块反弹以及杰富瑞分析师将其评级上调至“买入”。
杰富瑞分析师在周四发布的一份研报中写道：
“我们上调至买入评级。我们对电力业务（燃气定价及服务可见性）和电气化前景更加乐观，但自12月9日分析师日以来股价却出现下跌。目标价上调至815美元，此前为736美元。燃气轮机定价持续带来正面惊喜，服务业务为2030年代中后期提供了清晰的能见度，最终将抵消燃气设备业务的疲软。”
该目标价略高于FactSet统计的市场一致预期目标价753美元，较GE Vernova周三收盘价溢价约23%。该股2025年迄今已累计上涨近100%。
责任编辑：张俊 SF065
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