7月31日，Vertiv Holdings LLC盘中上涨7.56%，报251.2美元/股，成交额2.39亿美元。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32.7亿美元低于预期，但调整后EPS为1.52美元超预期，同比增长60%，同时全年收入指引上调至140亿美元、调整后EPS指引中点提升至6.70美元，均高于市场预期，有效缓解了单季营收缺口的担忧，持续推动资金回补。
（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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