异动解读|nVent Electric盘中上涨5.15%,瑞银看好数据中心需求上调增长预期

行情直击
Jun 12

6月12日,nVent Electric盘中上涨5.15%,报165.3美元/股,成交额1.71亿美元。

消息面上,瑞银发布研报指出,nVent Electric受益于数据中心需求及非数据中心业务的季节性利好,第二季度有机销售增长有望超过25%,有机订单增长超过30%。瑞银预计公司第二季度数据中心订单同比增长约80%,与超大规模云厂商资本支出趋势基本一致,给予买入评级及200美元目标价。此外,Bernstein同日给予跑赢大盘评级,目标价218美元,分析师平均目标价为193.29美元。行业层面,电气部件与设备板块整体走强,Vertiv Holdings涨6.11%,伊顿涨5.43%,Fluence Energy涨11.19%。

(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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