6月18日，康明斯盘前上涨3.1%，报734.28美元/股，延续前两个交易日强势上行态势。
消息面上，康明斯于6月17日宣布与Circe Energy达成协议，将为其西德克萨斯州数据中心园区供应约2吉瓦天然气发电机组，交付期覆盖至2030年。瑞银估算该订单总金额约8亿美元，预计贡献每股收益1至1.5美元，并称该订单为投资者带来"积极惊喜"，维持买入评级及850美元目标价。同日，富国银行亦将康明斯目标价从794美元大幅上调至874美元，维持跑赢大盘评级。数据中心电力需求持续扩张为康明斯天然气发电业务打开显著增量空间，叠加多家华尔街投行看多信号，推动股价连续走强。
（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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