在人工智能（AI）日益普及之际，数据中心技术提供商Vertiv Holdings Co． （VRT）已成为一大赢家。但德意志银行表示，错过该股过去三年超过1，600%涨势的投资者，仍可入场分享未来涨幅，尽管幅度可能远不及之前。诚然，至少从远期市盈率来看，Vertiv的估值较其近期历史水平要高。德意志银行的Nicole DeBlase指出，该股市盈率为39倍，而一年期中值为32倍。Vertiv为数据中心供应电气和机械设备。DeBlase表示，根据麦肯锡的估计，2025年至2030年期间，数据中心基础设施总投资额或将达到7万亿美元，Vertiv有望从中受益。该公司提供直达芯片液冷技术。德银将该股目标价从168美元上调至216美元，这个新目标价意味着该股有20%的上涨空间。不过DeBlase认为，在更乐观的假设下，该股股价可能达到230美元，较当前水平高出27%。
责任编辑：王永生
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