异动解读|摩丁制造盘中上涨5.02%,40亿美元数据中心冷却协议及财报超预期持续提振

行情直击
Jun 02

6月2日,摩丁制造盘中上涨5.02%,报302.53美元/股,成交额7977.04万美元。公司近期多重利好持续发酵推动股价走高。

消息面上,公司此前宣布与一家战略数据中心客户签订里程碑式长期产能协议,合同总价值超40亿美元,覆盖2027年至2029年Airedale品牌冷却解决方案供应,客户已支付1.65亿美元现金预付款支持产能扩张。同时,公司第四财季业绩全面超预期,调整后每股收益1.71美元,超出一致预期1.55美元约9.6%,营收9.544亿美元,同比增长47.5%。此外,奥本海默将目标价上调至325美元,B.Riley上调至340美元,均维持买入评级,机构认为该协议巩固了公司在AI驱动数据中心冷却市场的领先地位。

(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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