SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

SEI

状态日期：2026-05-27

观察
中高高正常
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

看多

总览股票跟踪推文AI关注我

60D / 252D

信号分数

62

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

98.7%

改善

概览

核心结论

作者立场：中性；价格动量：看多。最新证据：Yeah so $FLNC, $SEI, $TE are beneficiaries of data center buildout. Aside from the others, I'm actually down right now ~30% on T1 Energy calls though after the $70M dilution news, but holding a bit longer since it's a... 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 6 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

2025-10-07 09:38

来源

llm

更新时间

2025-12-15 07:58

作者立场：中性；价格动量：看多。最新证据：Yeah so $FLNC, $SEI, $TE are beneficiaries of data center buildout. Aside from the others, I'm actually down right now ~30% on T1 Energy calls though after the $70M dilution news, but holding a bit longer since it's a...

当前观点证据

2025-10-28 18:56中性

Yeah so $FLNC, $SEI, $TE are beneficiaries of data center buildout. Aside from the others, I'm actually down right now ~30% on T1 Energy calls though after the $70M dilution news, but holding a bit longer since it's a...

Serenity 变化

时间线

首次提出2025-10-07 09:38中性
原推

@DigestingX I have $EOSE, $FLNC, $SEI in my portfolio right now.

  1. 2025-12-15 07:58中性价格更新

    $SEI | -15.3% ... What are you watching or buying on Monday?

  2. 2025-10-29 13:03中性事实更新

    Energy: $FLNC · $EOSE · $TE · $SEI

  3. 2025-10-28 18:56中性观点变化

    Yeah so $FLNC, $SEI, $TE are beneficiaries of data center buildout. Aside from the others, I'm actually down right now ~30% on T1 Energy calls though after the $70M dilution news, but holding a bit longer since it's a...

  4. 2025-10-15 15:42看多观点变化

    Buy $AMD $FLNC $SEI $BZAI $NKLR $IREN $WULF $CIFR $CRWV $BITF $WYFI $SLNH $BITF $RBRK $GLXY $GRAB $SEA $META $TGT $SNAP $MU $RKLB $FLY $UNH

  5. 2025-10-12 02:32中性观点变化

    Hold ... $ELOSE $FLNC $SEI $PLTR

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 6

复核时间：2026-06-26

证据

证据摘要

最新期 2025营收 622MBeta 1.26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

622M

营收同比

98.7%

毛利率

45.9%

2022

营收 320MYoY 101%经营 13.1%净利 6.6%

2023

营收 293MYoY -8.5%经营 17.0%净利 8.3%

2024

营收 313MYoY 6.9%经营 16.9%净利 5.0%

2025

营收 622MYoY 98.7%经营 21.8%净利 4.8%

简读 + 重点消息

消息面

0 条 7日新闻，压力 低。

2026-05-19 12:21zacks.com
Solaris Energy Expands Power Ambitions With $2B Financing
2026-05-13 09:25businesswire.com
Solaris Energy Infrastructure Announces Completion of $2 Billion Financing and Expansion of Existing Power Contract
2026-05-05 16:54businesswire.com
Solaris Energy Infrastructure Announces Pricing of Offering of $1.3 Billion of 6.375% Senior Notes due 2031

近期披露

披露信息

最新披露为 2026-05-19 的 8-K；近 30 天共有 6 条披露。已观察表格：10-K x1, 10-Q x1, 8-K x8。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

2026-05-198-K
d227891d8k.htm
2026-05-128-K
d112244d8k.htm
2026-05-068-K
d132159d8k.htm

近期推文

作者立场

立场

中性

价格动量

看多

2025-10-28 18:56中性

Yeah so $FLNC, $SEI, $TE are beneficiaries of data center buildout. Aside from the others, I'm actually down right now ~30% on T1 Energy calls though after the $70M dilution news, but holding a bit longer since it's a...

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

1.26

敏感度

高关注高 beta

情绪风险

高

估值风险

正常

背景

行业与主题

energy-oil-gas-equipment-services

ai-infrastructureenergy-power

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • RULES event bus baseline_update: neutral
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to SEI, not only Oil & Gas Equipment & Services

背景

行业背景

energy-oil-gas-equipment-services

提及 0新闻 0股票 5
股票池

SEI

观察中高高正常

状态日期：2026-05-27

复核时间：2026-06-26

作者立场

中性

llm

价格动量

看多

60D / 252D

信号分数

62

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

6

8-K

收入同比

98.7%

改善

Beta

1.26

高关注高 beta

llm · 2025-12-15 07:58

Serenity 时间线

首次提出2025-10-07 09:38中性
原推

@DigestingX I have $EOSE, $FLNC, $SEI in my portfolio right now.

  1. 2025-12-15 07:58中性价格更新

    $SEI | -15.3% ... What are you watching or buying on Monday?

  2. 2025-10-29 13:03中性事实更新

    Energy: $FLNC · $EOSE · $TE · $SEI

  3. 2025-10-28 18:56中性观点变化

    Yeah so $FLNC, $SEI, $TE are beneficiaries of data center buildout. Aside from the others, I'm actually down right now ~30% on T1 Energy calls though after the $70M dilution news, but holding a bit longer since it's a...

  4. 2025-10-15 15:42看多观点变化

    Buy $AMD $FLNC $SEI $BZAI $NKLR $IREN $WULF $CIFR $CRWV $BITF $WYFI $SLNH $BITF $RBRK $GLXY $GRAB $SEA $META $TGT $SNAP $MU $RKLB $FLY $UNH

  5. 2025-10-12 02:32中性观点变化

    Hold ... $ELOSE $FLNC $SEI $PLTR

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

622M

营收同比

98.7%

毛利率

45.9%

营收趋势

营收趋势线
709M355M0

需要继续工作的地方

研究问题

  • RULES event bus baseline_update: neutral
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to SEI, not only Oil & Gas Equipment & Services

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

energy-oil-gas-equipment-services

提及 0新闻 0股票 5
2021 营收: 159M2022 营收: 320M2023 营收: 293M2024 营收: 313M2025 营收: 622M2021 趋势线: 159M2022 趋势线: 320M2023 趋势线: 293M2024 趋势线: 313M2025 趋势线: 622M20212022202320242025

利润趋势

净利润毛利营业利润
325M142M-41M2021 净利润: -868K2022 净利润: 21M2023 净利润: 24M2024 净利润: 16M2025 净利润: 30M2021 毛利: 17M2022 毛利: 70M2023 毛利: 79M2024 毛利: 81M2025 毛利: 285M2021 营业利润: -387K2022 营业利润: 42M2023 营业利润: 50M2024 营业利润: 53M2025 营业利润: 135M20212022202320242025

利润率趋势

毛利率营业利润率净利率
52.4%22.7%-7.0%2021 毛利率: 10.4%2022 毛利率: 21.8%2023 毛利率: 26.9%2024 毛利率: 25.9%2025 毛利率: 45.9%2021 营业利润率: -0.2%2022 营业利润率: 13.1%2023 营业利润率: 17.0%2024 营业利润率: 16.9%2025 营业利润率: 21.8%2021 净利率: -0.5%2022 净利率: 6.6%2023 净利率: 8.3%2024 净利率: 5.0%2025 净利率: 4.8%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
2021159M-10.4%-0.2%-0.5%
2022320M101%21.8%13.1%6.6%
2023293M-8.5%26.9%17.0%8.3%
2024313M6.9%25.9%16.9%5.0%
2025622M98.7%45.9%21.8%4.8%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 高 · 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 12:21zacks.com
Solaris Energy Expands Power Ambitions With $2B Financing
2026-05-13 09:25businesswire.com
Solaris Energy Infrastructure Announces Completion of $2 Billion Financing and Expansion of Existing Power Contract
2026-05-05 16:54businesswire.com
Solaris Energy Infrastructure Announces Pricing of Offering of $1.3 Billion of 6.375% Senior Notes due 2031
2026-05-05 07:51businesswire.com
Solaris Energy Infrastructure Announces Offering of $1.3 Billion of Senior Notes due 2031
2026-05-04 09:36zacks.com
Solaris Energy Q1 Earnings Crush Estimates on Power Growth
2026-05-01 15:43seekingalpha.com
Solaris Energy Infrastructure: Expensive, But Growing Fast
2026-04-30 08:00prnewswire.com
SEI and Carlyle Enhance Partnership to Expand Private Market Access Across Wealth and Retirement Channels
2026-04-28 17:38fool.com
Why Solaris Energy Infrastructure Stock Soared Today
2026-04-28 14:21seekingalpha.com
Solaris Energy Infrastructure, Inc. (SEI) Q1 2026 Earnings Call Transcript
2026-04-27 20:01zacks.com
Solaris Energy Infrastructure, Inc. (SEI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-19 的 8-K；近 30 天共有 6 条披露。已观察表格：10-K x1, 10-Q x1, 8-K x8。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

近期披露

2026-05-198-K
d227891d8k.htm
2026-05-128-K
d112244d8k.htm
2026-05-068-K
d132159d8k.htm
2026-05-058-K
d70943d8k.htm
2026-05-0110-Q
sei-20260331.htm
2026-04-288-K
d151114d8k.htm
2026-04-278-K
sei-20260427.htm
2026-04-088-K
d132412d8k.htm
2026-03-208-K
d69360d8k.htm
2026-02-2710-K
sei-20251231.htm

beta / 动量 / 主题

大盘敏感度

Beta

1.26

状态

高关注高 beta

立场

中性

动量

看多

观察 · 正常

板块定位

行业

energy-oil-gas-equipment-services

ai-infrastructureenergy-power