9月9日，斯伦贝谢盘中上涨3.02%，报58.855美元/股，成交额3193.62万美元。同期石油天然气设备与服务板块整体走强，Baker Hughes涨2.83%、哈里伯顿涨2.05%。
消息面上，斯伦贝谢近期宣布以约41亿美元现金从阿波罗旗下基金收购热管理技术公司Kelvion（含承接约7亿美元债务），大幅扩展数据中心冷却解决方案能力。Kelvion数据中心业务已贡献其总营收逾半数，斯伦贝谢目标到2028年数据中心业务实现45亿至50亿美元营收。UBS维持买入评级及66美元目标价，认为该收购将与Liberty Energy合作形成更完整的数据中心产品矩阵，且预计首12个月内即可增厚每股收益。此外，S&P Global已完成向斯伦贝谢出售上游能源软件组合，进一步充实其数字化技术储备。
（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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