异动解读｜Vertiv盘中上涨3.13%，入选英伟达DSX首批CDU供应商叠加液冷收购利好

行情直击09-25 21:37

9月25日，Vertiv盘中上涨3.13%，报252.785美元/股，成交额8962.24万美元。

消息面上，英伟达公布DSX Ready首批CDU供应商名单，Vertiv与LG Electronics、LiquidStack共同入选，其认证产品功率达2.3MW。DSX Ready是英伟达面向Rubin平台AI工厂推出的基础设施验证体系，获得该认证意味着具备全球超大型算力机房项目的投标资格。随着Vera Rubin单柜功耗提升至约330kW，2MW级CDU正成为AI液冷基础设施主力规格。

此外，Vertiv于前一日宣布收购欧洲液冷数据中心服务商King Environmental Services，旨在通过专业流体管理和测试能力扩展全球热管理服务产品组合，交易预计于第四季度完成。两项消息叠加，市场对Vertiv在液冷赛道的全栈布局预期有所提振。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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