AI电力需求引爆估值！GE Vernova(GEV.US)股价创新高：获华尔街一致唱多小摩上看1000美元！

智通财经2025-12-11

智通财经APP获悉，周三，GE Vernova (GEV.US)股价在标普500指数成分股中领涨，盘中一度触及731美元的历史新高，最终收盘涨幅高达15.62%，报723美元。此前，该公司宣布将股息翻倍，提高股票回购授权，发布2026年财务指引，并上调了盈利指引，这表明未来几年对新型天然气发电的需求将保持强劲。得益于该消息，多家华尔街投行也发表了看涨观点。GE Vernova 受益于美国电力需求的...

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The stock price of GE Vernova (GEV.US) reached a new high: it was unanimously sung by Wall Street and JPMorgan was looking at $1,000!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GE":1.5,"GEV":1.5},"content_text":"智通财经APP获悉，周三，GE Vernova (GEV.US)股价在标普500指数成分股中领涨，盘中一度触及731美元的历史新高，最终收盘涨幅高达15.62%，报723美元。此前，该公司宣布将股息翻倍，提高股票回购授权，发布2026年财务指引，并上调了盈利指引，这表明未来几年对新型天然气发电的需求将保持强劲。得益于该消息，多家华尔街投行也发表了看涨观点。GE Vernova 受益于美国电力需求的飙升，这主要得益于数据中心、人工智能以及经济整体电气化的推动。这家于 2024 年初从通用电气公司分拆出来的公司的股价今年以来已上涨了一倍多。GE Vernova表示，预计到2028年，营收将达到520亿美元，复合年增长率将达到低两位数，高于此前预测的 450 亿美元(高个位数增长率)，同时将其该期间的调整后 EBITDA 利润率从 14% 上调至 20%。该公司认为，在把握日益增长的电力需求方面，自身处于有利地位。GE Vernova首席执行官Scott Strazik在公司投资者日活动上表示，预计到年底将签署80 GW的联合循环燃气轮机合同。近几个月来，人们对人工智能泡沫及其对能源行业的影响的担忧，扰乱了科技和电力公司的股价。Strazik以GE Vernova的指引驳斥了这些担忧。Strazik表示，他不认为科技或电力行业存在任何泡沫。他说，今年第四季度将是该公司向超大规模数据中心供应商销售额最高的季度，他相信明年销售额还会进一步增长，“规模肯定在不断扩大”。受此利好消息影响，摩根大通分析师Mark Strouse将GE Vernova目标价上调至1000美元，为华尔街最高水平。他表示，该公司的电力订单活动“显著超出预期”，并且公司在每笔交易中都在尝试更高的定价。Oppenheimer将GE Vernova评级从“持有”上调至“跑赢大盘”，目标价为855美元。分析师Colin Rusch表示，他认为该公司有潜力成为人工智能超大规模数据中心的“主要技术合作伙伴”，随着数据中心向更高电压架构发展，而电网容量仍然受限，该公司将继续获得市场份额和定价权。瑞银将其目标价从760美元上调至835美元，并维持“买入”评级。瑞银分析师Amit Mehrotra写道，GE Vernova的目标“非常乐观”、“高于预期”，并补充说，该公司“在实现目标方面一直表现出色，因此我们认为这些预测对最终的实际业绩而言是积极的”。瑞银指出，GE Vernova的长期业绩指引可能过于保守，尤其是在电力业务方面。与此同时，William Blair重申了其“跑赢大盘”评级，并认可了该公司上调的2028年业绩指引，尽管该指引仍较为保守。该行指出，GE Vernova在其演示中在所有预期方面都有所表现，包括上调了2028年的指引，而威廉布莱尔仍认为这一指引较为保守。该行继续将GE Vernova视为能源和电力基础设施领域的领导者，该机构认为这是AI主题中最重要的组成部分。Wolfe Research维持了其“与大盘持平”评级，指出该公司2026财年的业绩指引和更新后的“到2028年”目标均超出了此前已较高的预期。该行表示，新目标应被视为\"更加现实，到2028年超额表现的潜力较小\"，尽管该机构承认仍存在上行机会，特别是在定价和VC生产力方面。此外， RBC Capital Markets也将该公司的股票评级从“与行业一致”上调至“跑赢大盘”，理由是其更新后的前景强于预期，且增长和利润率提升的机会更大。BMO Capital也将目标价上调至780美元，指出GE Vernova的财务更新超出预期，2028年隐含EBITDA预期为104亿美元。这些更新反映了GE Vernova强健的财务状况和战略增长计划，正如最近投资者更新会所强调的那样。杰富瑞分析师也表示，GE Vernova的预测“在利润率、EBITDA和自由现金流方面远超预期”，并指出该公司2026年的自由现金流展望“独具建设性”，且电气化业务的利润率高于20%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"productRelease","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/2590565936","isCrawlerRequest":true}

AI电力需求引爆估值！GE Vernova(GEV.US)股价创新高：获华尔街一致唱多 小摩上看1000美元！

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AI电力需求引爆估值！GE Vernova(GEV.US)股价创新高：获华尔街一致唱多小摩上看1000美元！