GE Vernova称数据中心繁荣促进订单增长

投资观察

10/22

0834 ET - GE Vernova报告称，订单增长了55%，而且由于科技行业数据中心的建设，积压订单也在不断增加。首席执行官Scott Strazik在与分析师的电话会议上表示：“超大规模云服务提供商越来越倾向于向我们寻求电气化的需求。”他提到，这些超大规模云服务提供商在第三季度的订单金额达到了4亿美元。今年迄今为止，公司与超大规模云服务提供商的电气化订单总额约为9亿美元，而2024年全年为6亿美元。Strazik表示，公司刚刚支付超过50亿美元收购了Xignux，后者的Prolec合资企业生产数据中心客户依赖的变压器。(dean.seal@wsj.com)

(END) 道琼斯新闻社

2025年10月22日 08:34 ET (12:34 GMT)

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GE Vernova报告称，订单增长了55%，而且由于科技行业数据中心的建设，积压订单也在不断增加。首席执行官Scott Strazik在与分析师的电话会议上表示：“超大规模云服务提供商越来越倾向于向我们寻求电气化的需求。”他提到，这些超大规模云服务提供商在第三季度的订单金额达到了4亿美元。今年迄今为止，公司与超大规模云服务提供商的电气化订单总额约为9亿美元，而2024年全年为6亿美元。Strazik表示，公司刚刚支付超过50亿美元收购了Xignux，后者的Prolec合资企业生产数据中心客户依赖的变压器。(dean.seal@wsj.com)</p>\n<p>(END) 道琼斯新闻社</p>\n<p>2025年10月22日 08:34 ET (12:34 GMT)</p>\n<p>版权所有 (c) 2025 道琼斯公司</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GE Vernova称数据中心繁荣促进订单增长</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGE Vernova称数据中心繁荣促进订单增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1076224072\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">投资观察 </p>\n<p class=\"h-time\">2025-10-22 20:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>0834 ET - GE Vernova报告称，订单增长了55%，而且由于科技行业数据中心的建设，积压订单也在不断增加。首席执行官Scott Strazik在与分析师的电话会议上表示：“超大规模云服务提供商越来越倾向于向我们寻求电气化的需求。”他提到，这些超大规模云服务提供商在第三季度的订单金额达到了4亿美元。今年迄今为止，公司与超大规模云服务提供商的电气化订单总额约为9亿美元，而2024年全年为6亿美元。Strazik表示，公司刚刚支付超过50亿美元收购了Xignux，后者的Prolec合资企业生产数据中心客户依赖的变压器。(dean.seal@wsj.com)</p>\n<p>(END) 道琼斯新闻社</p>\n<p>2025年10月22日 08:34 ET (12:34 GMT)</p>\n<p>版权所有 (c) 2025 道琼斯公司</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1551013342.USD","symbol_name":"Allianz Income and Growth Cl AMg2 DIS USD","start_time":0,"source_url":"","article_id":"1177662363","we_media_id":"1076224072","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1177662363","pubTimestamp":1761136635,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"投资观察","introduction":"关注海外资本市场一手动态","home_visible":1,"id":"1076224072","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"summary":"0834 ET - GE Vernova报告称，订单增长了55%，而且由于科技行业数据中心的建设，积压订单也在不断增加。首席执行官Scott Strazik在与分析师的电话会议上表示：“超大规模云服务提供商越来越倾向于向我们寻求电气化的需求。”Strazik表示，公司刚刚支付超过50亿美元收购了Xignux，后者的Prolec合资企业生产数据中心客户依赖的变压器。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0724618433.USD":"BGF NEW ENERGY \"A4\" (USD) INC","LU0823414478.USD":"法巴经典能源转换基金","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - 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