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总览推文股票提及表现行业AI分析关注我
股票池

GEV

状态日期:2026-05-27

观察
中高中正常
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

总览股票跟踪推文AI关注我

看多

60D / 252D

信号分数

19

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

8.9%

稳定

概览

核心结论

作者立场:中性;价格动量:看多。最新证据:A new release shows Japan is investing: $550B USD (86 Trillion Yen) into several sectors. The first round of investments go into these three: 1. Synthetic Diamonds for Semis (heat sink for AI chips) - J-TEC Corporatio... 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 1 条披露,需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

看多

首次提出

2026-02-07 15:12

来源

llm

更新时间

2026-02-15 23:48

作者立场:中性;价格动量:看多。最新证据:A new release shows Japan is investing: $550B USD (86 Trillion Yen) into several sectors. The first round of investments go into these three: 1. Synthetic Diamonds for Semis (heat sink for AI chips) - J-TEC Corporatio...

当前观点证据

2026-02-07 15:12中性

A new release shows Japan is investing: $550B USD (86 Trillion Yen) into several sectors. The first round of investments go into these three: 1. Synthetic Diamonds for Semis (heat sink for AI chips) - J-TEC Corporatio...

Serenity 变化

时间线

首次提出2026-02-07 15:12中性
原推

A new release shows Japan is investing: $550B USD (86 Trillion Yen) into several sectors. The first round of investments go into these three: 1. Synthetic Diamonds for Semis (heat sink for AI chips) - J-TEC Corporatio...

  1. 2026-02-15 23:48中性上下文更新

    OpenAI sent a memo to congress regarding 历史信号 distillation: "Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power at scale." Power Delivery - $VRT, $ETN,...

  2. 2026-02-07 15:12中性上下文更新

    A new release shows Japan is investing: $550B USD (86 Trillion Yen) into several sectors. The first round of investments go into these three: 1. Synthetic Diamonds for Semis (heat sink for AI chips) - J-TEC Corporatio...

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 1

复核时间:2026-05-27

证据

证据摘要

最新期 2025营收 38BBeta 1.31披露 8-K
展开证据详情

年度数据

基本面证据

最新期

2025

营收

38B

营收同比

8.9%

毛利率

19.8%

2022

营收 30BYoY -10.2%经营 -9.7%净利 -9.2%

2023

营收 33BYoY 12.1%经营 -2.8%净利 -1.3%

2024

营收 35BYoY 5.1%经营 2.3%净利 4.4%

2025

营收 38BYoY 8.9%经营 3.6%净利 12.8%

简读 + 重点消息

消息面

0 条 7日新闻,压力 低。

2026-05-19 16:55businesswire.com
GE Vernova Declares Third Quarter 2026 Dividend
2026-05-19 15:31zacks.com
Can GE Vernova Benefit From the Global Grid Modernization Boom?
2026-05-19 13:05247wallst.com
Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year.

近期披露

披露信息

Filing body read (8-K 2026-05-22) GE Vernova filed the final voting results from its May 20, 2026 annual meeting, including director elections, say-on-pay approval, auditor ratification, and rejection of a shareholder sustainability-report proposal. Material changes: Three Class II directors, Matthew Harris, Martina Hund-Mejean, and Paula Rosput Reynolds, were elected to serve until the 2029 annual meeting or until successors are elected and qualified.; Stockholders approved named executive officer compensation in an advisory vote.; Stockholders ratified Deloitte & Touche LLP as independent auditor for the fiscal year ending December 31, 2026.. Next checks: Review the definitive proxy statement filed April 3, 2026 for the full text and context of the proposals.; Check whether any exhibits or later filings provide additional details on board composition, auditor engagement, or shareholder proposal background.; Compare vote opposition levels for directors and say-on-pay against prior annual meeting results if governance trend analysis is needed..

2026-05-228-K
gev-20260520.htm
2026-04-2210-Q
gev-20260331.htm

近期推文

作者立场

立场

中性

价格动量

看多

2026-02-07 15:12中性

A new release shows Japan is investing: $550B USD (86 Trillion Yen) into several sectors. The first round of investments go into these three: 1. Synthetic Diamonds for Semis (heat sink for AI chips) - J-TEC Corporatio...

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

1.31

敏感度

成长敏感

情绪风险

中

估值风险

正常

背景

行业与主题

utilities-renewable-utilities

ai-infrastructureenergy-power

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • SEC event bus dilution: GE Vernova filed the final voting results from its May 20, 2026 annual meeting, including director elections, say-on-pay approval, auditor ratification, and rejection of a shareholder sustainability-report proposal.
  • industry_specificity: confirm whether news is specific to GEV, not only Renewable Utilities

背景

行业背景

utilities-renewable-utilities

提及 13新闻 1股票 7
股票池

GEV

观察中高中正常

状态日期:2026-05-27

复核时间:2026-05-27

作者立场

中性

llm

价格动量

看多

60D / 252D

信号分数

19

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

1

8-K

收入同比

8.9%

稳定

Beta

1.31

成长敏感

llm · 2026-02-15 23:48

Serenity 时间线

首次提出2026-02-07 15:12中性
原推

A new release shows Japan is investing: $550B USD (86 Trillion Yen) into several sectors. The first round of investments go into these three: 1. Synthetic Diamonds for Semis (heat sink for AI chips) - J-TEC Corporatio...

  1. 2026-02-15 23:48中性上下文更新

    OpenAI sent a memo to congress regarding 历史信号 distillation: "Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power at scale." Power Delivery - $VRT, $ETN,...

  2. 2026-02-07 15:12中性上下文更新

    A new release shows Japan is investing: $550B USD (86 Trillion Yen) into several sectors. The first round of investments go into these three: 1. Synthetic Diamonds for Semis (heat sink for AI chips) - J-TEC Corporatio...

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

38B

营收同比

8.9%

毛利率

19.8%

营收趋势

营收趋势线
43B22B0

需要继续工作的地方

研究问题

  • SEC event bus dilution: GE Vernova filed the final voting results from its May 20, 2026 annual meeting, including director elections, say-on-pay approval, auditor ratification, and rejection of a shareholder sustainability-report proposal.
  • industry_specificity: confirm whether news is specific to GEV, not only Renewable Utilities

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

utilities-renewable-utilities

提及 13新闻 1股票 7
2026-04-22
8-K
gev-20260422.htm
2021 营收: 33B2022 营收: 30B2023 营收: 33B2024 营收: 35B2025 营收: 38B2021 趋势线: 33B2022 趋势线: 30B2023 趋势线: 33B2024 趋势线: 35B2025 趋势线: 38B20212022202320242025

利润趋势

净利润毛利营业利润
9B2B-4B2021 净利润: -633M2022 净利润: -3B2023 净利润: -438M2024 净利润: 2B2025 净利润: 5B2021 毛利: 5B2022 毛利: 3B2023 毛利: 5B2024 毛利: 6B2025 毛利: 8B2021 营业利润: -884M2022 营业利润: -3B2023 营业利润: -923M2024 营业利润: 787M2025 营业利润: 1B20212022202320242025

利润率趋势

毛利率营业利润率净利率
23.9%5.0%-13.8%2021 毛利率: 15.0%2022 毛利率: 11.7%2023 毛利率: 14.5%2024 毛利率: 18.1%2025 毛利率: 19.8%2021 营业利润率: -2.7%2022 营业利润率: -9.7%2023 营业利润率: -2.8%2024 营业利润率: 2.3%2025 营业利润率: 3.6%2021 净利率: -1.9%2022 净利率: -9.2%2023 净利率: -1.3%2024 净利率: 4.4%2025 净利率: 12.8%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
202133B-15.0%-2.7%-1.9%
202230B-10.2%11.7%-9.7%-9.2%
202333B12.1%14.5%-2.8%-1.3%
202435B5.1%18.1%2.3%4.4%
202538B8.9%19.8%3.6%12.8%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 中 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 低。

重点消息

2026-05-19 16:55businesswire.com
GE Vernova Declares Third Quarter 2026 Dividend
2026-05-19 15:31zacks.com
Can GE Vernova Benefit From the Global Grid Modernization Boom?
2026-05-19 13:05247wallst.com
Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year.
2026-05-19 10:01zacks.com
GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
2026-05-18 13:07benzinga.com
Nasdaq 100 Drops Over 1%, Oil Tops $106 On Iran Impasse: Stock Market Today
2026-05-15 15:20zacks.com
GEV Surges 36.1% in 3 Months: Is the Stock Worth Betting on Now?
2026-05-14 07:11seekingalpha.com
GE Vernova: Why I Believe This Power Infrastructure Winner Has 60% Upside
2026-05-13 05:45fool.com
Best Nuclear Energy Stock to Buy Right Now: GE Vernova vs. BWX Technologies
2026-05-12 12:16reuters.com
US considering financing billions of dollars in long-lead time parts of nuclear plants, NEI says
2026-05-12 10:35zacks.com
GE Vernova (GEV) Just Flashed Golden Cross Signal: Do You Buy?

新增披露摘要

披露信息

披露分析

Filing body read (8-K 2026-05-22) GE Vernova filed the final voting results from its May 20, 2026 annual meeting, including director elections, say-on-pay approval, auditor ratification, and rejection of a shareholder sustainability-report proposal. Material changes: Three Class II directors, Matthew Harris, Martina Hund-Mejean, and Paula Rosput Reynolds, were elected to serve until the 2029 annual meeting or until successors are elected and qualified.; Stockholders approved named executive officer compensation in an advisory vote.; Stockholders ratified Deloitte & Touche LLP as independent auditor for the fiscal year ending December 31, 2026.. Next checks: Review the definitive proxy statement filed April 3, 2026 for the full text and context of the proposals.; Check whether any exhibits or later filings provide additional details on board composition, auditor engagement, or shareholder proposal background.; Compare vote opposition levels for directors and say-on-pay against prior annual meeting results if governance trend analysis is needed..

近期披露

2026-05-228-K
gev-20260520.htm
2026-04-2210-Q
gev-20260331.htm
2026-04-228-K
gev-20260422.htm
2026-02-048-K
ef20064707_8k.htm
2026-01-2910-K
gev-20251231.htm
2026-01-288-K
gev-20260128.htm
2026-01-218-K
gev-20260121.htm
2025-10-2210-Q
gev-20250930.htm
2025-10-228-K
gev-20251022.htm
2025-07-2310-Q
gev-20250630.htm

beta / 动量 / 主题

大盘敏感度

Beta

1.31

状态

成长敏感

立场

中性

动量

看多

观察 · 正常

板块定位

行业

utilities-renewable-utilities

ai-infrastructureenergy-power