在AI数据中心推高用电需求之际,燃气轮机成为了关键卡脖子设备。燃气轮机制造商GE Vernova的产能告急已演变为一场"抢订大战",客户需要为2030年的交付提前四年支付不可退款押金。燃气轮机制造正迎来罕见景气周期。该公司股价周一创下新高,自2024年初从GE Aerospace分拆以来累计涨幅已超过500%。周一,加拿大电力生产商Maxim Power宣布与GE Vernova签订销售预订协议,...
Source Link在AI数据中心推高用电需求之际,燃气轮机成为了关键卡脖子设备。燃气轮机制造商GE Vernova的产能告急已演变为一场"抢订大战",客户需要为2030年的交付提前四年支付不可退款押金。燃气轮机制造正迎来罕见景气周期。该公司股价周一创下新高,自2024年初从GE Aerospace分拆以来累计涨幅已超过500%。周一,加拿大电力生产商Maxim Power宣布与GE Vernova签订销售预订协议,...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.