Meet Kevin 对 $GEV 的判断变化

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2026-08-31看涨
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GEV受益于零部件短缺带来的定价权和利润率扩张;尽管存在资产负债表担忧,燃气产能提升仍支撑增长。

我们将讨论像 GE Vernova 这样的公司的利润率相比之下如何。

We'll talk about where the margins are for company like GE Vernova in comparison.

请记住,这些涡轮发动机有很多部分。有热段,这是最慢且最昂贵的,包括压气机盘、机匣、燃料喷嘴、雾化器。我可能说错了那个词,但基本上就是那些将燃料喷入涡轮发动机实际燃烧部件的小型喷射器。

还有转子、发电机、热回收、冷却。有很多。GE Vernova 表示所有这些部件都是限制因素,不仅仅是叶片和导叶。所以,两者之间有一点冲突。

Uh keep in mind that there are a lot of sections when it comes to these turbine engines. You've got uh the hot section, which is the slowest and most expensive, and it includes things like the compressor discs, casings, uh the fuel nau nozzles, the you know, aerosolizers. I probably screwed up that word, but basically the little um in injectors that spray the fuel into the actual combustion component of a turbine engine. Uh you've got uh the rotors, the generators, heat recovery, cooling. There's a lot. GE Vernova says all of those components are a limiting factor, not just the blades and veins. So, there's a little bit of a clash between the two.