美国都福集团（DOV）今日盘中股价大涨5.10%，引起市场广泛关注。这一显著涨幅主要受到公司上调全年利润预期以及人工智能（AI）基础设施需求增长的推动。
据报道，都福集团上调了2025年全年调整后每股收益预期至9.50美元至9.60美元区间，高于此前9.35美元至9.55美元的预期。这一调整反映了公司对未来业务前景的信心，尽管面临关税不确定性，但工业设备需求仍保持弹性。此外，公司第三季度调整后利润增长15%，达到每股2.62美元，超过分析师平均预期的每股2.51美元。
值得注意的是，都福集团正受益于AI基础设施投资的增长。公司为高性能计算和数据中心提供液体冷却产品，其泵与过程解决方案部门的利润从去年同期的1.383亿美元增至本季度的1.686亿美元。这一增长主要归功于该部门为数据中心液体冷却系统制造热连接器。尽管季度收入增长5%，达到20.8亿美元，略低于预期的21.1亿美元，但公司整体业绩表现依然强劲，反映出其在AI相关基础设施领域的竞争优势。
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