异动解读｜NRG能源盘中上涨5.45%，数据中心扩容及项目管线利好对冲盈利不及预期

行情直击08-05

8月5日，NRG能源盘中上涨5.45%，报123.87美元/股，成交额1.11亿美元。此前一日因二季度调整后每股收益1.49美元不及市场预期的1.69至1.72美元，股价一度跌至52周新低，今日出现技术性反弹。

消息面上，公司在财报电话会议中披露多项增长催化：德克萨斯州超大规模数据中心项目设计容量可从1.2吉瓦翻倍至2.4吉瓦；首期1.2吉瓦项目预计贡献至少5亿美元年化调整后EBITDA；更广泛项目管线中多个客户正寻求采购多台燃气轮机。此外，二季度GAAP净利润5.06亿美元，同比扭亏为盈，营收74.81亿美元超预期约11%。机构平均目标价约203美元，较当前股价仍有显著上行空间，为市场提供估值锚定支撑。

（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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