作为华尔街关注的人工智能(AI)股票之一瑞银分析师Amit Mehrotra近日重申了对Vertiv Holdings(

智通财经
16 Jul
作为华尔街关注的人工智能(AI)股票之一瑞银分析师Amit Mehrotra近日重申了对Vertiv Holdings(VRT.US)的“买入”评级目标价为135美元。瑞银指出在亚马逊(AMZN.US)AWS上周宣布推出其用于数据中心的液冷系统之后液冷散热设备供应商Vertiv的股价应声下跌。分析师指出尽管液冷系统在Vertiv整体业务中所占份额不大但这部分业务是该公司增长的主要动力之一这也是该股表现不佳的原因所在因为市场对此类消息较为敏感。不过瑞银认为这种担忧是被误导的。瑞银的实地调查显示亚马逊似乎并未直接与Vertiv的液冷产品形成竞争。这是因为若要真正展开竞争亚马逊将需要自行制造诸如冷却液分配装置、散热器、分歧管、泵等多个组件。亚马逊宣布推出其用于数据中心的液冷系统的这一消息导致的股价反应仅仅反映出投资者对数据中心冷却市场中潜在竞争威胁的高度敏感性。

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