GE Vernova四季度订单超预期，但风电业务亏损拖累盈利表现——市场快讯

投资观察01-28

尽管GE Vernova第四季度订单表现优于市场预期，其电力和电气化业务板块均创下季度纪录，但整体业绩表现喜忧参半。根据分析师报告，公司息税折旧摊销前利润未能达到华尔街共识预期，主要受风电部门超预期亏损拖累。分析指出，业绩不及预期源于海上风电合同损失及陆上风电设备销量下滑。受此影响，GE Vernova盘前交易下跌0.75%。

（本文时间标注为2026年1月28日09:20东部时间）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1120029667?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-28 22:28","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1120029667","market":"us","top_or_hot":-1,"title":"GE Vernova四季度订单超预期，但风电业务亏损拖累盈利表现——市场快讯","media":"投资观察","content":"<p>尽管GE Vernova第四季度订单表现优于市场预期，其电力和电气化业务板块均创下季度纪录，但整体业绩表现喜忧参半。根据分析师报告，公司息税折旧摊销前利润未能达到华尔街共识预期，主要受风电部门超预期亏损拖累。分析指出，业绩不及预期源于海上风电合同损失及陆上风电设备销量下滑。受此影响，GE Vernova盘前交易下跌0.75%。</p>\n<p>（本文时间标注为2026年1月28日09:20东部时间）</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GE Vernova四季度订单超预期，但风电业务亏损拖累盈利表现——市场快讯</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGE Vernova四季度订单超预期，但风电业务亏损拖累盈利表现——市场快讯\n</h2>\n\n<h4 class=\"meta\">\n\n2026-01-28 22:28 北京时间&nbsp;&nbsp;&nbsp;<strong>投资观察</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管GE Vernova第四季度订单表现优于市场预期，其电力和电气化业务板块均创下季度纪录，但整体业绩表现喜忧参半。根据分析师报告，公司息税折旧摊销前利润未能达到华尔街共识预期，主要受风电部门超预期亏损拖累。分析指出，业绩不及预期源于海上风电合同损失及陆上风电设备销量下滑。受此影响，GE Vernova盘前交易下跌0.75%。\n（本文时间标注为2026年1月28日09:20东部时间）</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2168563687.JPY","symbol_name":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","start_time":0,"source_url":"","article_id":"1120029667","we_media_id":"1076224072","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1120029667","pubTimestamp":1769610527,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"投资观察","introduction":"关注海外资本市场一手动态","home_visible":1,"id":"1076224072","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"summary":"尽管GE Vernova第四季度订单表现优于市场预期，其电力和电气化业务板块均创下季度纪录，但整体业绩表现喜忧参半。根据分析师报告，公司息税折旧摊销前利润未能达到华尔街共识预期，主要受风电部门超预期亏损拖累。分析指出，业绩不及预期源于海上风电合同损失及陆上风电设备销量下滑。受此影响，GE Vernova盘前交易下跌0.75%。\n（本文时间标注为2026年1月28日09:20东部时间）","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","GE":"GE航空航天","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","BK4585":"ETF&股票定投概念","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4566":"资本集团","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","BK4206":"工业集团企业","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","GEV":"GE Vernova Inc.","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","BK4588":"碎股","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0124384867.USD":"贝莱德新能源基金A2","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2298322129.HKD":"BGF SUSTAINABLE ENERGY \"A2\" (HKDHDG) ACC","BK4182":"重型电气设备","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0724618433.USD":"BGF NEW ENERGY \"A4\" (USD) INC","LU0823414478.USD":"法巴经典能源转换基金","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4501":"段永平概念","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4187":"航天航空与国防","BK4543":"AI"},"translate_title":"GE Vernova's fourth-quarter orders exceeded expectations, but wind power business losses dragged down profit performance-Market News","themeId":"aaca6b2a3a66b597bacc1d9f7fae7061","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GEV":1,"GE":1},"content_text":"尽管GE Vernova第四季度订单表现优于市场预期，其电力和电气化业务板块均创下季度纪录，但整体业绩表现喜忧参半。根据分析师报告，公司息税折旧摊销前利润未能达到华尔街共识预期，主要受风电部门超预期亏损拖累。分析指出，业绩不及预期源于海上风电合同损失及陆上风电设备销量下滑。受此影响，GE Vernova盘前交易下跌0.75%。\n（本文时间标注为2026年1月28日09:20东部时间）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1120029667","isCrawlerRequest":true}