异动解读|开利全球盘中上涨3.21%,全球极端高温叠加AI制冷需求驱动HVAC板块集体走强

行情直击
Jun 25

6月25日,开利全球盘中上涨3.21%,报76.38美元/股,成交额6355.68万美元。消息面上,全球极端高温天气与AI数据中心制冷需求爆发形成双重驱动,暖通空调板块集体走强,同业Trane技术涨4.19%、雷诺士涨4.21%、江森自控涨3.04%。

开利全球作为智能气候解决方案龙头,数据中心业务目标营收约15亿美元,一季度相关订单同比增速超500%,积压订单飙升至200亿美元创历史新高。与此同时,欧洲多地发布高温红色预警,巴黎气温高达40.9°C,欧洲空调普及率显著低于美国,为公司打开增量市场空间。公司年初至今市值已增长约三分之一,达600亿美元。

(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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