Schwab Network 对 $GEV 的判断变化

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2026-09-29看涨

《NVDA, GEV, JPM & Key Stocks Jeffrey Small Sees Weathering Macro Volatility》

凭借多年期订单积压，GEV是发电领域的首选股票。

第二个领域，也是我在发电领域的首选，当然是 GE Vernova。

The second field, and my preferred choice in power generation, is of course GE Vernova.

它属于 GE Vernova 板块，因为他们在能源领域有三到五年的订单积压，我提到了“GE Vernova”，也提到了“Constellation”。我相信你也提到了“Veritiv”。

你现在如何看待这笔瓶颈交易，你目前是否认为它是一笔瓶颈交易？

It is located in the GE Vernova sector because they have a three- to five-year backlog of orders in the energy sector, I mentioned "GE Vernova" and I mentioned "Constellation".

I believe you also referred to "Veritiv". How do you view this bottleneck trade now, and do you consider it a bottleneck trade at the moment?

看原视频01:56

2026-09-01看涨

《The Big 3: GEV, BLK, WDC》

GEV基本面强劲（AI顺风、资产负债表健康），技术面处于健康回调至支撑位（约880美元），提供低风险做多机会。

好的，让我们深入探讨你今天的第一个选择。你有GE Vernova。他们今年迄今表现优于市场，但最近失去了一些势头。

All right. So let's dive into your first pick today. You've got GE Vernova. They're outperforming the market year to date, but they've lost some of that momentum recently.

GE Vernova在该名单上排名很高，总债务占资产的百分比为3.53%。自由现金流环比增长7%，盈利修正为正，但你说得对，过去一个月有所回落。但这告诉我，从资产负债表来看，基本面是健康的，尤其是如果我看债务的话。

And GE Novo was very high on that list with the total debt percentage of assets being at 3.53%. Free cash flow quarter-over-arter growth is 7% positive EPS revisions, but you're right, trailing from a month.

But that tells me fundamentally it's healthy from a balance sheet, especially if I'm looking as debt.

看原视频01:20