EPISODE · Dec 11, 2025 · 3 MIN
2028年的货已经卖光！美国电力设备龙头强势突破历史新高
from 科技热点新闻
1.受AI数据中心建设带动，燃气轮机巨头GE Vernova上调未来数年业绩指引、股息翻倍、回购大幅扩容，股价盘中创历史新高； 2.公司燃气轮机产能已售罄至2028年，2029年也只剩10%，管理层称看不到任何需求放缓迹象； 3.华尔街迅速集体上调目标价，摩根大通最高喊至1000美元。
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2028年的货已经卖光！美国电力设备龙头强势突破历史新高
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