Vertiv Holdings LLC今日盘中大幅上涨7.25%，引发市场广泛关注。
消息面上，公司此前发布的第二季度财报显示，营收虽略低于市场预期，但调整后每股收益超出预期，同比增长60%。受营收不及预期影响，股价在前一交易日经历超过17%的急跌。然而，公司同步上调了全年业绩指引，全年收入指引中点及调整后每股收益指引均显著高于市场预期，有效缓解了市场对单季营收缺口的担忧，并为股价在超跌后提供了强劲的修复动力，推动资金持续回补。
此次反弹主要得益于公司对全年业绩的乐观展望，显示出市场对数据中心基础设施需求的持续信心，超跌后的估值修复成为盘中大涨的主要推手。
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