金吾财讯 | 瑞士工业技术集团ABB（ABBNY）股价创历史新高，报97.89美元，涨4.29%。
消息面上，公司周三上调2026年全年销售额及盈利预期，受数据中心与电力基础设施强劲需求驱动，公司股价早盘攀升至历史新高，涨幅近6%。
财报显示，一季度销售额 87.3亿美元，同比增长18%，超出分析师预期的84.3亿美元；运营息税前利润20.5亿美元，高于此前预测的19.6亿美元，主要受益于利润率提升。当期订单额同比增长32%至112.9亿美元，创季度新高，为后续业绩提供坚实支撑。
公司表示，数据中心快速扩张、电气化业务强劲发展，叠加公用事业电网升级、电气化交通及港口自动化项目投资，共同推动业绩增长。尽管地缘政治风险与全球经济谨慎预期存在，ABB仍预计2026年可比收入增长上调至高个位数至低两位数百分比，息税折旧摊销前营业利润率也将有所改善。
首席执行官莫滕·维罗德指出，乐观预期源于健康的需求趋势与客户韧性，能源消耗增长及企业生产力提升将持续带动自动化与电气化产品需求，AI数据中心项目需求也保持快速增长。
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