异动解读|美国舒适系统盘前上涨3.28%,数据中心管线强劲叠加行业板块走强

行情直击
Sep 11

9月11日,美国舒适系统盘前上涨3.28%,报1643.0美元/股,成交额31.23万美元。

消息面上,Oppenheimer近期发布研报指出,该公司核心数据中心客户未出现暂停、推迟或重新考虑项目的迹象,公司已获得客户对未来数据中心建设的直接承诺。当前项目管线较年初更为强劲,模块化产能扩张持续推进,预计年底达400万平方英尺,明年春季达500万平方英尺。此外,公司Q2业绩大幅超预期,EPS为12.53美元,远超市场预期的10.21美元,营收32.66亿美元,同比增长50.7%。多家投行维持看好评级,DA Davidson给出2100美元目标价,KeyBanc上调目标价至2110美元。建筑与工程行业整体走强,广达公司涨1.98%,戴康工业涨1.99%,Emcor涨1.77%。

(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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