异动解读｜贝克休斯盘中上涨5.13%，签署多年燃气轮机供货协议加码数据中心供电

行情直击07-09

7月8日，贝克休斯盘中上涨5.13%，报57.27美元/股，成交额2.67亿美元。

消息面上，贝克休斯与分布式能源基建服务商Kodiak Gas Services宣布签署多年战略框架协议，将为后者提供燃气轮机及发电机组等发电解决方案。协议初始设备订单涵盖到2030年前供应1吉瓦装机容量，远期规划最高可达1.8吉瓦，主要面向美国数据中心"表后"自备电力项目。

该协议深度受益于AI算力扩张驱动的自备供电需求红利。据摩根大通数据，一季度全球燃气轮机订单约29GW，同比增长39%，创历史一季度最高纪录。当前燃气轮机订单排期普遍延长至2030年，本次合作有望进一步巩固贝克休斯在分布式算力供电设备赛道的市场份额。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

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。

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