异动解读｜GE Vernova盘中下跌3.47%，市场持续消化财报EPS大幅不及预期与风电亏损拖累

行情直击07-29 22:42

7月29日，GE Vernova盘中下跌3.47%，报910.91美元/股，成交额6.08亿美元。消息面上，公司此前发布的二季度财报显示，调整后每股收益2.47美元，较市场预期的3.18美元低出约22%；风电业务EBITDA亏损扩大至2.75亿美元，全年亏损预计约4亿美元，市场仍在持续消化盈利不及预期的负面影响。

尽管公司订单排满至2030年、自由现金流指引大幅上调至115亿至125亿美元，但加拿大皇家银行指出，财报后股价持续回调主要源于拥挤的持仓结构及近期EBITDA指引未获上调，叠加风电业务预计第三季度收入将出现低双位数同比下滑，短期盈利压力尚未缓解。

（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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