异动解读|斯特林建筑公司盘中下跌5.23%,利率担忧持续冲击数据中心基建板块

行情直击
Jun 10

6月10日,斯特林建筑公司盘中下跌5.23%,报795.01美元/股,成交额1.25亿美元。该股自此前触及1004.95美元历史高点以来已累计回落逾20%。

消息面上,市场对更高利率可能减缓由债务驱动的人工智能基础设施建设的担忧持续发酵,数据中心供应链相关个股承受较大抛压。斯特林建筑所在的建筑与工程行业整体走弱,Primoris Services跌9.53%,广达公司跌5.22%,Emcor Group跌3.84%,MasTec跌3.8%,美国舒适系统跌3.37%,板块联动效应显著。公司数据中心场地开发业务贡献超20%营业利润率,对利率敏感度较高。

Sterling Infrastructure, Inc.成立于1991年,通过电子基础设施解决方案、交通解决方案和建筑解决方案三个部门在美国运营,为数据中心和制造业提供场地开发和关键电气服务。

(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。)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10