Schwab Network发布 2026-09-29
《NVDA, GEV, JPM & Key Stocks Jeffrey Small Sees Weathering Macro Volatility》
$GEV看涨
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?