博格华纳(BWA)今日盘中大涨5.25%，引起了市场的广泛关注。
消息面上，多家华尔街投行纷纷上调了该公司的目标价。其中，TD Cowen将目标价从45美元上调至66美元，Piper Sandler将目标价从51美元上调至60美元，巴克莱将目标价从55美元上调至70美元，富国银行也将目标价从52美元上调至75美元。分析师们的积极调整反映了市场对博格华纳前景的乐观预期。
此外，公司近期在业务拓展方面也取得了显著进展。博格华纳宣布获得了一家中国原始设备制造商的48V电气和电子架构的电控差速器项目订单，同时还赢得了一家北美原始设备制造商的800伏次级集成驱动模块和带双逆变器的发电机模块订单，用于增程式电动车及大型SUV车型。更为重要的是，公司已与数据中心基础设施开发商Endeavour的子公司TurboCell签署了一份主供货协议，为其提供高度模块化的涡轮发电机系统，以应对人工智能驱动的数据中心需求，该解决方案预计将部署用于支持千兆瓦级规模的人工智能园区。
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