异动解读｜GE Vernova盘中下跌3.04%，CEO对AI数据中心落地速度泼冷水引发持续抛压

行情直击06-06

6月6日，GE Vernova盘中下跌3.04%，报934.06美元/股，成交额14.54亿美元。该股自5月底以来持续走弱，重型电气设备板块同步承压，其中NuScale Power跌12.17%，X-Energy跌11.12%，Bloom Energy跌10.22%。

消息面上，公司CEO Scott Strazik此前在伯恩斯坦年度战略会议上对AI数据中心项目落地速度表达担忧，指出美国越来越多的州对高能耗数据中心产生抵触，部分客户因电网审批和地方政策卡壳，项目从规划转化为实际开工面临困难。此番表态引发市场对"AI算力电力需求爆发"节奏的持续质疑，燃气轮机和电网设备板块集体承压，抛压延续至今。

（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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