【英伟达800VDC架构引爆电气设备新赛道！罗格朗、西门子获高盛点名】智通财经APP获悉，高盛在近日发布的研报中指出，投资者的讨论正日益聚焦于英伟达(NVDA.US)的800VDC架构，以及各大电气设备原始设备制造商(OEM)竞相开发相关产品组合的进展。这些技术变革可能重塑行业竞争格局。在高盛的欧洲覆盖标的中，就数据中心需求这一投资主题而言，该行认为估值机会最佳的是罗格朗(Legrand，今日上调至“买入”评级)，其次是西门子(Siemens，维持“买入”评级)。
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