法巴：下调GE Vernova(GEV.US)评级至“中性” 燃气轮机产能锁定压制后续增长_老虎社区_美港股上老虎

法巴：下调GE Vernova(GEV.US)评级至“中性” 燃气轮机产能锁定压制后续增长

智通财经04-28

智通财经APP获悉，法国巴黎银行将GE Vernova(GEV.US)的评级从“买入”下调至“中性”，目标价为1190美元，原因是该公司90%的燃气轮机产能已签约锁定至2030年底，要保持增长势头将会变得更加困难。法国巴黎银行分析师摩西·萨顿表示，公司需要持续获得新增订单才能延续增长势头，这意味着客户需要签约那些尚未获批或无购电协议兜底保障的新建项目。萨顿表示，GE Vernova订单储备看起来...

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