智通财经APP获悉，法国巴黎银行将GE Vernova(GEV.US)的评级从“买入”下调至“中性”，目标价为1190美元，原因是该公司90%的燃气轮机产能已签约锁定至2030年底，要保持增长势头将会变得更加困难。
法国巴黎银行分析师摩西·萨顿表示，公司需要持续获得新增订单才能延续增长势头，这意味着客户需要签约那些尚未获批或无购电协议兜底保障的新建项目。
萨顿表示，GE Vernova订单储备看起来颇为稳定，且大多为落地明确的项目，但其海外订单情况则较为模糊。此外，中东战事或导致沙特价值约40亿—50亿美元的合同出现延期。不过他补充道，目前将此事认定为利空还为时过早。
萨顿予GE Vernova中性评级，并表示“我们的观点不应被解读为看空。”
GE Vernova周一收跌2.52%，至1120.23美元。该股今年以来仍上涨近72%。
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