New Money 对 $GEV 的判断变化

频道资料 →本频道有 3 位标注的说话人:Li Lu、Michael Bury (for the exit signal)、Pershing Square共 1 条
2026-10-02看涨
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GEV受益于美国电力需求上升;股价已大幅上涨,订单快速增长。

比如 Genova,那只股票已经涨疯了。我可以稍微自我表扬一下,我很早就买了那只股票。但我买它是因为一个跟我关系很好的卖方分析师告诉我应该买,我就随便试了一把。

Like Genova, for example, and that stock's gone nuts. You know, I'll pat myself a little bit on the back. I bought that stock really early. But but I I bought it because the sell side analyst I'm very friendly with told me I should buy it and I just took a flyer on it.

让我告诉你,这非常有意思。GE 过去基本上由三个庞大的部门组成:医疗健康、航空航天——他们基本上为飞机生产喷气发动机,然后提供维修服务——还有所谓的能源。如果你见过喷气发动机,再看看燃气轮机,也就是用于发电厂发电的那种,它们看起来一模一样。

只是燃气轮机要大得多。但基本上是同样的技术。所以 GE 的能源部门生产燃气轮机。他们有大量出售的电气设备,然后还有一个表现极差的风电部门。

let me tell you, it's very interesting. So GE used to be composed basically of three massive divisions. healthcare, aerospace where they basically make the jet engines for planes and then they service them and then call it energy.

If you ever saw a jet engine and looked at at a gas turbine, which is what goes into a utility that creates electricity, they look exactly the same. It's just that the gas turbine is much bigger.

But it's basically the same technology. So the energy division of of GE makes gas turbines. They have all this electrical equipment that they sell and then they have a wind division which does terribly.