异动解读|Vertiv Holdings LLC盘中上涨3.25%,投行看好Q3复苏前景持续支撑超跌修复

行情直击
Aug 03

8月3日,Vertiv Holdings LLC盘中上涨3.25%,报250.69美元/股,成交额4.09亿美元。消息面上,公司自7月29日因Q2营收不及预期大跌近14%后,在多家投行积极研报推动下延续超跌修复行情。瑞银指出,管理层将Q2营收缺口归因于供应链拥堵导致的"时序偏移",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,与下半年营收指引一致。此外,公司已上调全年指引,全年收入中点升至140亿美元,调整后每股收益指引中点提高至6.70美元,均超市场预期。

(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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