6月17日，康明斯盘中上涨3.18%，报727.06美元/股，成交额1.07亿美元。
消息面上，康明斯宣布与Circe Energy达成协议，将为德克萨斯州一座高性能计算数据中心供应天然气发电机组，包括HSK78和QSK60系列高功率、高效率机组，交付计划从今年持续至2030年。同日，富国银行将康明斯目标价从794美元大幅上调至874美元，维持跑赢大盘评级，FactSet统计显示分析师平均目标价为773.17美元。
数据中心电力需求持续扩张为康明斯天然气发电业务打开增量空间，叠加华尔街看多信号，推动股价连续两日走强。
（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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