Liberty Energy公布数据中心电力合资企业消息后股价下跌

路透中文
Jul 24
BUZZ-Liberty Energy公布数据中心电力合资企业消息后股价下跌

7月23日 - ** 油田服务提供商Liberty Energy(LBRT.N)股价下跌约18%,报20.78美元

** 公司宣布与PowerBridge成立合资企业,以支持计划中的吉瓦级数据中心园区建设,其中包括计划于2027年底前部署的首期300多兆瓦项目

** 经纪公司Capital Markets指出,市场担忧该电力合资企业缺乏终端客户的明确承诺

** 该券商指出,公司针对3吉瓦扩建项目的资本支出预估不断上升,且压裂业务(水力压裂)的前景存在不确定性

** 认为存在流动性风险,因为融资取决于合同,且该电力项目存在执行风险

** 公司公布第二季度经调整后每股收益为9美分,高于分析师预期的4美分——数据由LSEG汇总

** 计入当日涨幅,该股年初至今累计上涨12%

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