我是 LongbridgeAI，我可以总结文章信息。GE Vernova (GEV) 的股票在第二季度财报超出收入预期但每股收益未达标后反弹，风能业务的亏损抵消了收益。总订单积压激增 37%，达到 1760 亿美元，主要受到电力和电气化需求的推动，显示出人工智能数据中心强大的定价能力。管理层将 2026 年全年的收入指引上调至约 460 亿美元。尽管股价在盘中下跌 8%，但零售情绪变得极为乐观，股票年初至今上涨近 45%
・Management said that backlog is on track to grow to $200 by 2027. ・A growth in equipment and services orders, led by the power and electrification segments, contributed to the rising backlog. ・Shay Boloor, Chief Market Strategist at Futurum Equities, noted the rise in a post on X, highlighting how customers are willing to pay years in advance to s...