1月27日盘中,GE Vernova(GEV)股价大跌21.04%,引发市场关注。这家从通用电气分拆出来的风电和电力公司近期营收利润均出现了不利变动。
消息面上,GE Vernova旗下风能部门2024年亏损收窄至5.88亿美元,较2023年亏损10亿美元有所改善。但该公司受高通胀和全球供应链困境影响,去年计划缩减全球海上风电业务。同时,受人工智能等新兴领域用电需求上涨影响,GE Vernova所在的核电和传统发电业务短期内成本上升压力加大。
分析人士指出,尽管可再生能源订单增长,但高成本运营模式及传统业务利润前景不佳将持续拖累GE Vernova的整体业绩表现。投资者对公司未来盈利能力的信心下降,导致该股当天大幅跳水逾21%。
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