GE Vernova 预计将获得市场份额和定价权 -- 市场交流

投资观察12-11

1220东部时间 - Oppenheimer分析师在一份报告中表示，GE Vernova有望获得市场份额和定价权，并可能成为多家超大规模云服务商的主要技术合作伙伴。随着数据中心向更高电压架构转型，以及关键地区电网容量的持续受限，该公司应能从其在高压和中压技术及综合解决方案方面的专业知识中受益。分析师指出，人工智能基础设施的建设规模也比最初预期的要大且持续时间更长。他们将该股票评级从“表现”上调至“优于大市”，并设定855美元的目标价。GE Vernova的股价上涨13%，达到709美元。（kelly.cloonan@wsj.com）

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