12月10日 12:13 ET - UBS分析师在一份报告中表示,尽管GE Vernova的新2028年目标相当乐观,但该公司仍有可能超越这些目标。分析师指出:“GEV在目标达成方面表现优越,因此我们认为这些预测为最终能实现的目标提供了积极的指引。”他们特别提到,该公司在关键电力领域可能会超出指引,并指出该领域的预期暗示从2025年至2028年仅有30%或更高的增量利润率。分析师表示,由于公司已有的订单积压,实际指标可能远高于此。“因此,我们认为这些令人鼓舞的预测很可能只是一个可以超越的底线,”他们表示。“底线是,这是GEV的一个非常强劲的更新。”GE Vernova股价大涨14%。
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