7月31日，Vertiv Holdings LLC盘前上涨4.22%，报237.55美元/股，成交额228.87万美元。消息面上，瑞银与Oppenheimer同日发布研报，对公司前景给出积极评价，推动股价延续超跌修复行情。
瑞银指出，管理层将Q2营收不及预期归因于供应链拥堵导致的"时序偏移"，意味着增长有望在Q3显著恢复，维持买入评级及370美元目标价。Oppenheimer则强调公司需求持续强化、项目管道跨区域拓展、7月出货加速，均与下半年营收指引一致。此前公司Q2营收32.7亿美元不及预期，股价两日累计暴跌超17%，但全年收入指引中点上调至140亿美元、调整后EPS指引升至6.70美元均大幅超出市场预期，为持续反弹提供支撑。
（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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