<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2021/09/general-electric.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2021/09/general-electric.jpg"/></p>
<p>GE Vernova（GEV）股价垂直上涨，飙至创纪录的 265 美元。与历史最低点相比上涨超过 135%，市值超过 720 亿美元，使其成为能源领域的顶级参与者之一。</p>
<h2>人工智能需求上升</h2>
<p>目前 GE Vernova 股价持续上涨的主要推动因素是全球能源需求持续增长的希望。</p>
<p>其中一个主要原因是人工智能（AI）投资正在激增，特别是在美国。</p>
<p>就在上周，ChatGPT 的母公司 OpenAI 以 1570 亿美元的估值筹集资金，成为行业中最大的参与者。</p>
<p>微软、Alphabet 和亚马逊等大公司也预计将在人工智能投资上花费超过 2000 亿美元。</p>
<p>人工智能需求的增加意味着这些公司将需要更多的能源，因为人工智能数据处理消耗大量能源。</p>
<p>人工智能数据需求增加的一个典型例子是微软与 Constellation Energy 之间最近达成的交易。该交易将使公司重新启动 Three Mile 核电厂。上周，该公司透露将寻求 16 亿美元的贷款担保来进行这项工作。</p>
<p>阅读更多：Constellation Energy 股价飙升：准备回调</p>
<p>分析师们相信，在未来几年将会宣布更多类似的交易。例如，Alphabet 已与美国最大的公用事业公司 NextEra Energy 签署了一项协议。该协议将使其向谷歌供应超过 860 兆瓦的能源。</p>
<p>因此，GE Vernova 股价飙升是因为该公司定位自己为人工智能能源超市，因为其提供的产品。</p>
<p>该公司生产为能源行业提供动力的发动机。它是陆上和海上风力涡轮机提供商。</p>
<p>此外，GE Vernova 是水力、核能、蒸汽和天然气领域最大的参与者之一。此外，该公司提供公司生产和管理能源所需的软件。</p>
<p>GEV 在从通用电气公司分拆后成为独立公司。在分拆前，由于其风能部门近期的困境，它是公司中表现最差的之一。</p>
<h2>GEV 业务表现良好</h2>
<p>最近的财务结果显示，GE Vernova 的业务表现良好，订单在美国和其他国家上升。</p>
<p>其电力部门订单价值 50 亿美元，比去年同期增长 30%。其电气化积压订单增长 35%，达到 48 亿美元。</p>
<p>然而，风能部门继续表现不佳，订单下降了 44%，至 22 亿美元。许多大型风能项目因成本高昂和回报率低而被暂停或中止。</p>
<p>去年，Orsted 决定终止一项新泽西州的大型风能项目，理由是通货膨胀、利率上升和供应链瓶颈。</p>
<p>其风能部门订单下降很多是因为公司在去年同一季度收到了一笔大订单。然而，该订单被取消。该公司的首席财务官在一份声明中表示：</p>
<p>“我们对北美陆上订单拐点的时机仍持谨慎态度，因为客户在应对不断增长的互连队列和更高的利率。”</p>
<p>GE Vernova 的营收为 82 亿美元，比去年的 81 亿美元增长了 2%。然而，这个数字远低于去年第四季度的 100 亿美元。</p>
<p>该公司还提高了其前瞻指引，预计其调整后的 EBITDA 利润率将在 5% 至 7% 之间。其年收入预计将在 340 亿至 350 亿美元之间，高于去年的 332 亿美元。</p>
<p>然而，人们对 GEV 股价是否还有更多上涨空间存在担忧。一些分析师认为，该公司今年还有更多增长空间。</p>
<p>然而，平均股价目标为 245 美元，比当前价格低约 7.2%。汇丰银行和雷曼兄弟也对其进行了下调。汇丰银行将其前景从买入下调至持有，而雷曼则将其从表现优异下调至市场表现。</p>
<p>这些分析师认为 GE Vernova 被高估，人工智能需求的情况已经被定价。</p>
<h2>GE Vernova 股价分析</h2>
<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/10/GE-Vernova-stock-1024x568.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/10/GE-Vernova-stock-1024x568.png"/></p>
<p>TradingView 提供的 GEV 图表</p>
<p>日线图显示，过去几个月 GEV 股价一直处于强劲的多头趋势中。从 3 月的 114.53 美元上涨至 265 美元。</p>
<p>此外，该股仍高出 50 日指数移动平均线（EMA）24%。百分比价格振荡器（PPO）保持在中性点以上。此外，相对强度指数（RSI）已经升至超买水平。</p>
<p>因此，虽然股价还有上涨空间，但有可能会回落，因为卖方将瞄准 215 美元的 50 日移动平均线。</p>
<p>另一种情景是，随着多头等待 10 月 23 日的下一轮盈利报告，股价将继续上涨。</p>
<p>本文来源：Invezz，GE Vernova 股价全速前进：分析师预计将回落 8%</p>

<p>GE Vernova（GEV）股票大涨超过 135%，创下历史新高，市值超过亿美元，受全球能源需求增长推动，特别是来自人工智能投资的需求。尽管其电力部门订单强劲，但风能行业面临困境，订单下降了 44%。分析师表示谨慎，一些人下调了股票的前景，认为可能被高估。平均股票目标价比当前价格低 7.2%，表明存在回落的可能性</p>

<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2021/09/general-electric.jpg" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2021/09/general-electric.jpg"/></p>
<p>GE Vernova (GEV) stock price has gone vertical, soaring to a record high of $265. It has jumped by over 135% from its lowest point on record, bringing its market cap to over $72 billion, making it one of the top players in energy.</p>
<div class="lb-trans"><p>GE Vernova（GEV）股价垂直上涨，飙至创纪录的 265 美元。与历史最低点相比上涨超过 135%，市值超过 720 亿美元，使其成为能源领域的顶级参与者之一。</p>
</div><h2>AI power demand rising</h2>
<div class="lb-trans"><h2>人工智能需求上升</h2>
</div><p>The main catalyst for the ongoing GE Vernova share price surge is the rising hope that global demand for energy will continue rising.</p>
<div class="lb-trans"><p>目前 GE Vernova 股价持续上涨的主要推动因素是全球能源需求持续增长的希望。</p>
</div><p>One of the main reasons for this is the fact that artificial intelligence (AI) investments are surging, especially in the United States.</p>
<div class="lb-trans"><p>其中一个主要原因是人工智能（AI）投资正在激增，特别是在美国。</p>
</div><p>Just last week, OpenAI, the parent company of ChatGPT raised cash at a $157 billion valuation, making it the biggest player in the industry.</p>
<div class="lb-trans"><p>就在上周，ChatGPT 的母公司 OpenAI 以 1570 亿美元的估值筹集资金，成为行业中最大的参与者。</p>
</div><p>Large companies like Microsoft, Alphabet, and Amazon are also expected to spend over $200 billion in AI investments.</p>
<div class="lb-trans"><p>微软、Alphabet 和亚马逊等大公司也预计将在人工智能投资上花费超过 2000 亿美元。</p>
</div><p>The rise of AI demand means that these companies will need more power since AI data processing consumes substantial amounts of energy.</p>
<div class="lb-trans"><p>人工智能需求的增加意味着这些公司将需要更多的能源，因为人工智能数据处理消耗大量能源。</p>
</div><p>A good example of the rising AI data demand is a recent deal between Microsoft and Constellation Energy <strong>.</strong> The deal will see the company restart the Three Mile Nuclear Plant. Last week, the company revealed that it would pursue a $1.6 billion loan guarantee to do that work.</p>
<div class="lb-trans"><p>人工智能数据需求增加的一个典型例子是微软与 Constellation Energy 之间最近达成的交易。该交易将使公司重新启动 Three Mile 核电厂。上周，该公司透露将寻求 16 亿美元的贷款担保来进行这项工作。</p>
</div><p>Read more: Constellation Energy stock surged: brace for a pullback</p>
<div class="lb-trans"><p>阅读更多：Constellation Energy 股价飙升：准备回调</p>
</div><p>Analysts believe that more such deals will be announced in the next few years. For example, Alphabet has inked a deal with NextEra Energy, the biggest utility company in the US. The deal will see it supply over 860 MW of energy to Google.</p>
<div class="lb-trans"><p>分析师们相信，在未来几年将会宣布更多类似的交易。例如，Alphabet 已与美国最大的公用事业公司 NextEra Energy 签署了一项协议。该协议将使其向谷歌供应超过 860 兆瓦的能源。</p>
</div><p>Therefore, GE Vernova stock is surging because it has positioned itself as an AI energy supermarket because of the products it offers.</p>
<div class="lb-trans"><p>因此，GE Vernova 股价飙升是因为该公司定位自己为人工智能能源超市，因为其提供的产品。</p>
</div><p>The company manufactures engines that power the energy sector. It is a large onshore and offshore wind turbine provider.</p>
<div class="lb-trans"><p>该公司生产为能源行业提供动力的发动机。它是陆上和海上风力涡轮机提供商。</p>
</div><p>Also, GE Vernova is one of the biggest players in the hydro, nuclear, steam, and gas. Additionally, the company provides the software that companies need to produce and manage power.</p>
<div class="lb-trans"><p>此外，GE Vernova 是水力、核能、蒸汽和天然气领域最大的参与者之一。此外，该公司提供公司生产和管理能源所需的软件。</p>
</div><p>GEV emerged as an independent company after being spun off from General Electric. Before the spin off, it was one of the top laggards in the company because of the recent troubles in its wind energy division.</p>
<div class="lb-trans"><p>GEV 在从通用电气公司分拆后成为独立公司。在分拆前，由于其风能部门近期的困境，它是公司中表现最差的之一。</p>
</div><h2>GEV business is doing well</h2>
<div class="lb-trans"><h2>GEV 业务表现良好</h2>
</div><p>The most recent financial results showed that GE Vernova’s business was doing well as orders rose in the US and other countries.</p>
<div class="lb-trans"><p>最近的财务结果显示，GE Vernova 的业务表现良好，订单在美国和其他国家上升。</p>
</div><p>Its power division had orders worth $5 billion, a 30% increase from the same period last year. Its electrification backlog jumped by 35% to $4.8 billion.</p>
<div class="lb-trans"><p>其电力部门订单价值 50 亿美元，比去年同期增长 30%。其电气化积压订单增长 35%，达到 48 亿美元。</p>
</div><p>However, the wind energy division continued to underperform, with orders falling by 44% to $2.2 billion. Many large wind energy projects have either been paused or stopped because of the elevated costs and low return.</p>
<div class="lb-trans"><p>然而，风能部门继续表现不佳，订单下降了 44%，至 22 亿美元。许多大型风能项目因成本高昂和回报率低而被暂停或中止。</p>
</div><p>Last year, Orsted decided to end a large New Jersey wind project citing high inflation, interest rates, and supply chain bottlenecks.</p>
<div class="lb-trans"><p>去年，Orsted 决定终止一项新泽西州的大型风能项目，理由是通货膨胀、利率上升和供应链瓶颈。</p>
</div><p>Its wind division orders fell by a big number because of a large order that the company received in the same quarter last year. However, that order was canceled. In a statement, the company’s CFO said:</p>
<div class="lb-trans"><p>其风能部门订单下降很多是因为公司在去年同一季度收到了一笔大订单。然而，该订单被取消。该公司的首席财务官在一份声明中表示：</p>
</div><p>“We remain cautious on the timing of an Onshore order inflection in North America as customers navigate growing interconnection queues and higher interest rates.”</p>
<div class="lb-trans"><p>“我们对北美陆上订单拐点的时机仍持谨慎态度，因为客户在应对不断增长的互连队列和更高的利率。”</p>
</div><p>GE Vernova’s revenue was $8.2 billion, a 2% increase from the $8.1 billion it made last year. However, the figure was much lower than the $10 billion it made in the fourth quarter.</p>
<div class="lb-trans"><p>GE Vernova 的营收为 82 亿美元，比去年的 81 亿美元增长了 2%。然而，这个数字远低于去年第四季度的 100 亿美元。</p>
</div><p>The company also boosted its forward guidance, with its adjusted EBITDA margin expected to be between 5% and 7%. Its annual revenue is expected to be between $34 and $35 billion, an increase from the $33.2 billion it made last year.</p>
<div class="lb-trans"><p>该公司还提高了其前瞻指引，预计其调整后的 EBITDA 利润率将在 5% 至 7% 之间。其年收入预计将在 340 亿至 350 亿美元之间，高于去年的 332 亿美元。</p>
</div><p>Still, there are concerns about whether the GEV share price has more upside left. Some analysts believe that the company has more room to grow this year.</p>
<div class="lb-trans"><p>然而，人们对 GEV 股价是否还有更多上涨空间存在担忧。一些分析师认为，该公司今年还有更多增长空间。</p>
</div><p>However, the average stock target is $245, which is about 7.2% below its current price. It has also received downgrades from HSBC and Raymond James. HSBC slashed the outlook from buy to hold while Raymond slashed it from outperform to market perform.</p>
<div class="lb-trans"><p>然而，平均股价目标为 245 美元，比当前价格低约 7.2%。汇丰银行和雷曼兄弟也对其进行了下调。汇丰银行将其前景从买入下调至持有，而雷曼则将其从表现优异下调至市场表现。</p>
</div><p>These analysts believe that GE Vernova is overvalued and that the case for AI power demand has been priced on.</p>
<div class="lb-trans"><p>这些分析师认为 GE Vernova 被高估，人工智能需求的情况已经被定价。</p>
</div><h2>GE Vernova stock price analysis</h2>
<div class="lb-trans"><h2>GE Vernova 股价分析</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/10/GE-Vernova-stock-1024x568.png" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2024/10/GE-Vernova-stock-1024x568.png"/></p>
<p>GEV chart by TradingView</p>
<div class="lb-trans"><p>TradingView 提供的 GEV 图表</p>
</div><p>The daily chart shows that the GEV share price has been in a strong bullish trend in the past few months. It has risen from $114.53 in March to $265.</p>
<div class="lb-trans"><p>日线图显示，过去几个月 GEV 股价一直处于强劲的多头趋势中。从 3 月的 114.53 美元上涨至 265 美元。</p>
</div><p>Also, the stock remains 24% above the 50-day Exponential Moving Average (EMA). The Percentage Price Oscillator (PPO) has remained above the neutral point. Also, the Relative Strength Index (RSI) has moved to the overbought level.</p>
<div class="lb-trans"><p>此外，该股仍高出 50 日指数移动平均线（EMA）24%。百分比价格振荡器（PPO）保持在中性点以上。此外，相对强度指数（RSI）已经升至超买水平。</p>
</div><p>Therefore, while the stock has more upside, there is a probability that it will pull back as sellers target the 50-day moving average of $215.</p>
<div class="lb-trans"><p>因此，虽然股价还有上涨空间，但有可能会回落，因为卖方将瞄准 215 美元的 50 日移动平均线。</p>
</div><p>The alternative scenario is where it continues rising as bulls wait for the next earnings on October 23rd.</p>
<div class="lb-trans"><p>另一种情景是，随着多头等待 10 月 23 日的下一轮盈利报告，股价将继续上涨。</p>
</div><p>The post GE Vernova stock is firing on all cylinders: analysts see an 8% retreat appeared first on Invezz</p>
<div class="lb-trans"><p>本文来源：Invezz，GE Vernova 股价全速前进：分析师预计将回落 8%</p>
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GE Vernova 股票全面发力：分析师预计将回调 8%