<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）股價垂直上漲，飆至創紀錄的 265 美元。與歷史最低點相比上漲超過 135%，市值超過 720 億美元，使其成為能源領域的頂級參與者之一。</p>
<h2>人工智能需求上升</h2>
<p>目前 GE Vernova 股價持續上漲的主要推動因素是全球能源需求持續增長的希望。</p>
<p>其中一個主要原因是人工智能（AI）投資正在激增，特別是在美國。</p>
<p>就在上週，ChatGPT 的母公司 OpenAI 以 1570 億美元的估值籌集資金，成為行業中最大的參與者。</p>
<p>微軟、Alphabet 和亞馬遜等大公司也預計將在人工智能投資上花費超過 2000 億美元。</p>
<p>人工智能需求的增加意味着這些公司將需要更多的能源，因為人工智能數據處理消耗大量能源。</p>
<p>人工智能數據需求增加的一個典型例子是微軟與 Constellation Energy 之間最近達成的交易。該交易將使公司重新啓動 Three Mile 核電廠。上週，該公司透露將尋求 16 億美元的貸款擔保來進行這項工作。</p>
<p>閲讀更多：Constellation Energy 股價飆升：準備回調</p>
<p>分析師們相信，在未來幾年將會宣佈更多類似的交易。例如，Alphabet 已與美國最大的公用事業公司 NextEra Energy 簽署了一項協議。該協議將使其向谷歌供應超過 860 兆瓦的能源。</p>
<p>因此，GE Vernova 股價飆升是因為該公司定位自己為人工智能能源超市，因為其提供的產品。</p>
<p>該公司生產為能源行業提供動力的發動機。它是陸上和海上風力渦輪機提供商。</p>
<p>此外，GE Vernova 是水力、核能、蒸汽和天然氣領域最大的參與者之一。此外，該公司提供公司生產和管理能源所需的軟件。</p>
<p>GEV 在從通用電氣公司分拆後成為獨立公司。在分拆前，由於其風能部門近期的困境，它是公司中表現最差的之一。</p>
<h2>GEV 業務表現良好</h2>
<p>最近的財務結果顯示，GE Vernova 的業務表現良好，訂單在美國和其他國家上升。</p>
<p>其電力部門訂單價值 50 億美元，比去年同期增長 30%。其電氣化積壓訂單增長 35%，達到 48 億美元。</p>
<p>然而，風能部門繼續表現不佳，訂單下降了 44%，至 22 億美元。許多大型風能項目因成本高昂和回報率低而被暫停或中止。</p>
<p>去年，Orsted 決定終止一項新澤西州的大型風能項目，理由是通貨膨脹、利率上升和供應鏈瓶頸。</p>
<p>其風能部門訂單下降很多是因為公司在去年同一季度收到了一筆大訂單。然而，該訂單被取消。該公司的首席財務官在一份聲明中表示：</p>
<p>“我們對北美陸上訂單拐點的時機仍持謹慎態度，因為客户在應對不斷增長的互連隊列和更高的利率。”</p>
<p>GE Vernova 的營收為 82 億美元，比去年的 81 億美元增長了 2%。然而，這個數字遠低於去年第四季度的 100 億美元。</p>
<p>該公司還提高了其前瞻指引，預計其調整後的 EBITDA 利潤率將在 5% 至 7% 之間。其年收入預計將在 340 億至 350 億美元之間，高於去年的 332 億美元。</p>
<p>然而，人們對 GEV 股價是否還有更多上漲空間存在擔憂。一些分析師認為，該公司今年還有更多增長空間。</p>
<p>然而，平均股價目標為 245 美元，比當前價格低約 7.2%。滙豐銀行和雷曼兄弟也對其進行了下調。滙豐銀行將其前景從買入下調至持有，而雷曼則將其從表現優異下調至市場表現。</p>
<p>這些分析師認為 GE Vernova 被高估，人工智能需求的情況已經被定價。</p>
<h2>GE Vernova 股價分析</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 圖表</p>
<p>日線圖顯示，過去幾個月 GEV 股價一直處於強勁的多頭趨勢中。從 3 月的 114.53 美元上漲至 265 美元。</p>
<p>此外，該股仍高出 50 日指數移動平均線（EMA）24%。百分比價格振盪器（PPO）保持在中性點以上。此外，相對強度指數（RSI）已經升至超買水平。</p>
<p>因此，雖然股價還有上漲空間，但有可能會回落，因為賣方將瞄準 215 美元的 50 日移動平均線。</p>
<p>另一種情景是，隨着多頭等待 10 月 23 日的下一輪盈利報告，股價將繼續上漲。</p>
<p>本文來源：Invezz，GE Vernova 股價全速前進：分析師預計將回落 8%</p>

<p>GE Vernova（GEV）股票大漲超過 135%，創下歷史新高，市值超過億美元，受全球能源需求增長推動，特別是來自人工智能投資的需求。儘管其電力部門訂單強勁，但風能行業面臨困境，訂單下降了 44%。分析師表示謹慎，一些人下調了股票的前景，認為可能被高估。平均股票目標價比當前價格低 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）股價垂直上漲，飆至創紀錄的 265 美元。與歷史最低點相比上漲超過 135%，市值超過 720 億美元，使其成為能源領域的頂級參與者之一。</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 股價持續上漲的主要推動因素是全球能源需求持續增長的希望。</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>其中一個主要原因是人工智能（AI）投資正在激增，特別是在美國。</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>就在上週，ChatGPT 的母公司 OpenAI 以 1570 億美元的估值籌集資金，成為行業中最大的參與者。</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>微軟、Alphabet 和亞馬遜等大公司也預計將在人工智能投資上花費超過 2000 億美元。</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這些公司將需要更多的能源，因為人工智能數據處理消耗大量能源。</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>人工智能數據需求增加的一個典型例子是微軟與 Constellation Energy 之間最近達成的交易。該交易將使公司重新啓動 Three Mile 核電廠。上週，該公司透露將尋求 16 億美元的貸款擔保來進行這項工作。</p>
</div><p>Read more: Constellation Energy stock surged: brace for a pullback</p>
<div class="lb-trans"><p>閲讀更多：Constellation Energy 股價飆升：準備回調</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>分析師們相信，在未來幾年將會宣佈更多類似的交易。例如，Alphabet 已與美國最大的公用事業公司 NextEra Energy 簽署了一項協議。該協議將使其向谷歌供應超過 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 股價飆升是因為該公司定位自己為人工智能能源超市，因為其提供的產品。</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>該公司生產為能源行業提供動力的發動機。它是陸上和海上風力渦輪機提供商。</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、蒸汽和天然氣領域最大的參與者之一。此外，該公司提供公司生產和管理能源所需的軟件。</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 在從通用電氣公司分拆後成為獨立公司。在分拆前，由於其風能部門近期的困境，它是公司中表現最差的之一。</p>
</div><h2>GEV business is doing well</h2>
<div class="lb-trans"><h2>GEV 業務表現良好</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>最近的財務結果顯示，GE Vernova 的業務表現良好，訂單在美國和其他國家上升。</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>其電力部門訂單價值 50 億美元，比去年同期增長 30%。其電氣化積壓訂單增長 35%，達到 48 億美元。</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，風能部門繼續表現不佳，訂單下降了 44%，至 22 億美元。許多大型風能項目因成本高昂和回報率低而被暫停或中止。</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 決定終止一項新澤西州的大型風能項目，理由是通貨膨脹、利率上升和供應鏈瓶頸。</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>其風能部門訂單下降很多是因為公司在去年同一季度收到了一筆大訂單。然而，該訂單被取消。該公司的首席財務官在一份聲明中表示：</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>“我們對北美陸上訂單拐點的時機仍持謹慎態度，因為客户在應對不斷增長的互連隊列和更高的利率。”</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 的營收為 82 億美元，比去年的 81 億美元增長了 2%。然而，這個數字遠低於去年第四季度的 100 億美元。</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>該公司還提高了其前瞻指引，預計其調整後的 EBITDA 利潤率將在 5% 至 7% 之間。其年收入預計將在 340 億至 350 億美元之間，高於去年的 332 億美元。</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，人們對 GEV 股價是否還有更多上漲空間存在擔憂。一些分析師認為，該公司今年還有更多增長空間。</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，平均股價目標為 245 美元，比當前價格低約 7.2%。滙豐銀行和雷曼兄弟也對其進行了下調。滙豐銀行將其前景從買入下調至持有，而雷曼則將其從表現優異下調至市場表現。</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>這些分析師認為 GE Vernova 被高估，人工智能需求的情況已經被定價。</p>
</div><h2>GE Vernova stock price analysis</h2>
<div class="lb-trans"><h2>GE Vernova 股價分析</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 圖表</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>日線圖顯示，過去幾個月 GEV 股價一直處於強勁的多頭趨勢中。從 3 月的 114.53 美元上漲至 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，該股仍高出 50 日指數移動平均線（EMA）24%。百分比價格振盪器（PPO）保持在中性點以上。此外，相對強度指數（RSI）已經升至超買水平。</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，雖然股價還有上漲空間，但有可能會回落，因為賣方將瞄準 215 美元的 50 日移動平均線。</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>另一種情景是，隨着多頭等待 10 月 23 日的下一輪盈利報告，股價將繼續上漲。</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>本文來源：Invezz，GE Vernova 股價全速前進：分析師預計將回落 8%</p>
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GE Vernova 股票全面發力：分析師預計將回調 8%