8月4日，Vertiv Holdings LLC盘中上涨3.75%，报272.305美元/股，成交额1.72亿美元。消息面上，公司自7月29日因Q2营收不及预期大跌近14%后，在多家投行积极研报推动下持续超跌修复。
瑞银指出，管理层将Q2营收缺口归因于供应链拥堵导致的"时序偏移"，增长有望在Q3显著恢复，维持买入评级及370美元目标价。Oppenheimer亦表示公司需求强劲、管道持续扩大，7月出货加速符合下半年营收指引。此外，公司已上调全年指引，全年收入中点升至140亿美元，调整后每股收益指引中点提高至6.70美元，均超市场预期，支撑基本面信心。
（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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