异动解读|Liberty Energy盘中上涨8.19%,Q2业绩超预期叠加数据中心合资利好支撑反弹

行情直击
Jul 29

7月28日,Liberty Energy盘中上涨8.19%,报18.24美元/股,成交额1.42亿美元,逆势跑赢石油天然气设备与服务板块同行。

消息面上,公司此前发布的Q2财报显示调整后EPS为0.09美元,超出市场预期0.07美元约28.57%,营收11.89亿美元同样超出预期的10.90亿美元。此外,公司宣布与PowerBridge成立战略合资企业,在西德克萨斯开发2吉瓦级Alpha数字园区,服务超大规模及AI计算客户,叠加此前签署的3.326亿美元Wärtsilä电力设备供应合同,数据中心业务拓展持续推进。尽管近期RBC、巴克莱、美银等多家机构下调目标价,但平均目标价仍维持在30.73美元,较当前股价存在显著溢价空间,市场在前期大幅回调后出现修复性反弹。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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