7月31日，伊顿盘中上涨6.97%，报405.27美元/股，成交额1.43亿美元。消息面上，公司于盘前发布二季度财报，调整后每股收益3.15美元，超市场预期的3.07美元；净销售额85.3亿美元，大幅超预期的81.6亿美元，同比增长21.3%。公司同步上调全年指引，预计调整后每股收益13.40至13.60美元，高于此前13.05至13.50美元的区间，亦超过分析师一致预期的13.35美元。
行业层面，法国巴黎银行近期指出AI散热需求将持续暴增，伊顿凭借电源管理与先进冷却系统的综合方案有望核心受益。电气部件与设备板块整体走强，nVent Electric涨11.7%，Vertiv Holdings涨9.66%，板块联动效应显著。此前公司股价自7月24日以来回调逾10%，本次强劲反弹与业绩超预期落地后资金重新定价密切相关。
（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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