异动解读|Vertiv盘中上涨3.13%,入选英伟达DSX首批CDU供应商叠加液冷收购利好

行情直击
Sep 25

9月25日,Vertiv盘中上涨3.13%,报252.785美元/股,成交额8962.24万美元。

消息面上,英伟达公布DSX Ready首批CDU供应商名单,Vertiv与LG Electronics、LiquidStack共同入选,其认证产品功率达2.3MW。DSX Ready是英伟达面向Rubin平台AI工厂推出的基础设施验证体系,获得该认证意味着具备全球超大型算力机房项目的投标资格。随着Vera Rubin单柜功耗提升至约330kW,2MW级CDU正成为AI液冷基础设施主力规格。

此外,Vertiv于前一日宣布收购欧洲液冷数据中心服务商King Environmental Services,旨在通过专业流体管理和测试能力扩展全球热管理服务产品组合,交易预计于第四季度完成。两项消息叠加,市场对Vertiv在液冷赛道的全栈布局预期有所提振。

(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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