GE Vernova对明年营收增长乐观 上调股票回购授权额度至100亿美元
Jin Rong Jie·2025-12-10 02:02
Group 1 - The core viewpoint of the article is that GE Vernova anticipates higher revenue in 2026 driven by strong electricity demand, leading to an increase in its stock buyback authorization from $6 billion to $10 billion and a doubling of its quarterly dividend to $0.50 per share [1] Group 2 - The surge in electricity consumption from artificial intelligence and cryptocurrency data centers has increased the demand for grid equipment, as well as steam and gas turbines, benefiting companies like GE Vernova [1]