异动解读|Forgent Power Solutions盘中上涨5.17%,行业回暖叠加机构上调评级提振
行情直击
Jun 11
6月11日,Forgent Power Solutions盘中上涨5.17%,报55.62美元/股,成交额3504.43万美元。
消息面上,知名研究机构SemiAnalysis于6月9日发布研报,指出800VDC高压供电方案延期至2028年后量产、CPO共封装光学进度全面延后,传统配电设备需求窗口期延长,明确上调对Forgent Power Solutions的评级。此外,重型电气设备行业在前一交易日普遍大跌后集体反弹,GE Vernova涨4.07%,Bloom Energy涨4.04%,板块联动效应显著。
Forgent Power Solutions是一家领先的配电设备设计和制造商,产品广泛应用于数据中心、电网和高能耗工业设施,主要产品包括自动转换开关、干式变压器、配电房、开关柜、开关设备等。
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