[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio062ea3c0":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio062ea3c0","给华尔街看涨叙事添薪加柴：GE-Vernova(GEV)订单储备明年初或突破2000亿美元，CEO称需求“强劲且持久”","\u002Fdoc\u002Fdcio062ea3c0","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网获悉，周三，电力设备巨头GE Vernova(GEV)股价大幅反弹，原因是该公司CEO斯科特·斯特拉齐克在摩根士丹利拉古纳会议上的一番表态公司订单储备有望在2027年初突破2000亿美元，比华尔街此前预期更早。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>对最近被AI交易回调搅得心神不宁的投资者来说，这番表态来得正是时候。斯特拉齐克表示，二季度末GE Vernova订单储备已经达到1760亿美元。基于第三季度预期中的强劲订单，公司有望“在2027年非常早的时候”触及2000亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>“如果从终端市场谈起，我会告诉各位，我们持续看到非常强劲且持久的需求，”斯特拉齐克表示。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>他还把这个目标称为“非常谦逊的里程碑”，并援引了电力消费增长这一更广泛的趋势。“世界需要多得多的能源，而其中越来越多的能源将来自电力，GE Vernova在服务这一领域方面处于非常有利的位置，”他补充道。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>让多头更为振奋的是，斯特拉齐克不只想谈AI数据中心。他把目光拉到了2030年至2040年，称那可能成为比2020年至2030年“更好的十年”。订单储备增长的一部分动力，来自高利润率服务收入的持续增加;公司还在通过工厂自动化和机器人技术提升产能。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>财务披露节奏也给了市场时间表斯特拉齐克表示，明年1月财报电话会上，GE Vernova将提供2027年财务展望，同时披露2026年设备利润率和订单储备数据;下一次资本市场日再设定2030年财务展望，并会用大量时间解释为何公司对2030年至2040年充满信心。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这套说法，和Bernstein等看多分析师的叙事几乎形成呼应。Bernstein的苏奈娜·奥卡兰周二重申对GE Vernova的“买入”评级，目标价1298美元，并称该公司仍然“wired to win”——具备制胜基因。她的关键提醒是GE Vernova的故事“并不全是数据中心”。2026年上半年，数据中心订单为50亿美元，约占电气化订单的38%;剩下62%则由公用事业驱动。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>奥卡兰认为，公用事业支出应继续增长，并受到电网可靠性和韧性投资的支持。她指出，数据中心需求放缓可能会缓解发电瓶颈，但对解决现有电网约束几乎无济于事。换句话说，AI建设降温，不等于老化电网的更新和强化会停。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>但空头的观点也非常锐利。引发GE Vernova在周一的抛售的直接导火索，是GLJ Research将该股评级下调至“卖出”，并给出470美元目标价，为华尔街最低。GLJ分析师Gordon Johnson在报告里直言，GE Vernova是“一家被按照长期复利成长股来定价的周期性燃气轮机制造商”。他认为，市场对这家公司的定价方式存在根本性错配。Johnson提到，该股远期EV\u002FEBITDA倍数为38.9倍，几乎是美光科技(MU)估值的四倍，而美光科技的盈利同样取决于其无法控制的行业供需格局。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSPY\u002FSPY.jpg","2026-09-18T15:22:17","2026.09.18","2026\u002F09\u002F18",34352,[22],"SPY","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]