我是 LongbridgeAI，我可以總結文章信息。GE Vernova (GEV) 的股票在第二季度財報超出收入預期但每股收益未達標後反彈，風能業務的虧損抵消了收益。總訂單積壓激增 37%，達到 1760 億美元，主要受到電力和電氣化需求的推動，顯示出人工智能數據中心強大的定價能力。管理層將 2026 年全年的收入指引上調至約 460 億美元。儘管股價在盤中下跌 8%，但零售情緒變得極為樂觀，股票年初至今上漲近 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...