异动解读 | Vertiv Holdings盘前大涨5.05%,机构看多叠加超跌反弹推动股价上扬

异动解读
May 26

Vertiv Holdings LLC (VRT) 今日盘前股价大涨5.05%,引起了市场的广泛关注。

消息面上,该股此前自历史高点连续回调逾13%后,近日获多家机构集体看好,为技术性反弹提供了持续支撑。加拿大皇家银行近期发布研报指出,Vertiv仍处于“高速增长模式”,预计营收至2030年维持20%-25%有机增长,每股收益年复合增长率达中高20%水平。

此外,花旗已将目标价上调至414美元,强调其在AI数据中心的长期增长前景清晰。奥本海默亦将目标价上调至353美元,维持跑赢大盘评级,并强调公司在电力管理、热管理等领域的差异化价值。多家机构的积极评价共同推动了股价的显著上涨。

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