Ticker Symbol: YOU发布 2026-09-05
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$GEV看涨
鉴于多年的涡轮机积压订单和持续的电网供应限制，GEV是一个良好的持仓。
GE Vernova，交易代码为GEV，也制造燃气轮机，这些燃气轮机是每个人都争相获取的，未来几年的交付时段已经售罄。
GE Vernova, trading under the symbol GEV, also manufactures gas turbines that everyone is scrambling to get their hands on, with delivery slots already sold out for the next few years.
Constellation Energy和Vistara控制着这十年不可替代的核电，而GE Vernova的涡轮机已满负荷预订多年。只要电网面临供应限制，我就乐于持有这三家公司。
Constellation Energy and Vistara control the irreplaceable nuclear power this decade, and GE Vernova turbines are fully booked for years. As long as the network suffers from supply constraints, I am happy to own these three companies.