法巴银行列伊顿(ETN.US)为2026年首选标的数据中心需求驱动下看涨近30%

智通财经01-26

智通财经APP获悉，法国巴黎银行股票研究部门将伊顿公司(ETN.US)列为2026年的首选投资标的，理由是其正受益于人工智能数据中心加速增长的需求，并认为当前市场估值与其基本面存在脱节。该行高级分析师Andrew Buscaglia为这家电气设备制造商设定了430美元的目标价，这意味着较近期股价水平有近30%的上涨空间。他更新的乐观情景分析显示，若增长预期得以实现，股价有望攀升至500美元。...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2606292129?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-26 15:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2606292129","market":"sh","top_or_hot":-1,"title":"法巴银行列伊顿(ETN.US)为2026年首选标的 数据中心需求驱动下看涨近30%","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，法国巴黎银行股票研究部门将伊顿公司(ETN.US)列为2026年的首选投资标的，理由是其正受益于人工智能数据中心加速增长的需求，并认为当前市场估值与其基本面存在脱节。该行高级分析师Andrew Buscaglia为这家电气设备制造商设定了430美元的目标价，这意味着较近期股价水平有近30%的上涨空间。他更新的乐观情景分析显示，若增长预期得以实现，股价有望攀升至500美元。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1397256.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>法巴银行列伊顿(ETN.US)为2026年首选标的 数据中心需求驱动下看涨近30%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n法巴银行列伊顿(ETN.US)为2026年首选标的 数据中心需求驱动下看涨近30%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-26 15:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1397256.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，法国巴黎银行股票研究部门将伊顿公司(ETN.US)列为2026年的首选投资标的，理由是其正受益于人工智能数据中心加速增长的需求，并认为当前市场估值与其基本面存在脱节。该行高级分析师Andrew Buscaglia为这家电气设备制造商设定了430美元的目标价，这意味着较近期股价水平有近30%的上涨空间。他更新的乐观情景分析显示，若增长预期得以实现，股价有望攀升至500美元。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1397256.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B19Z8X17.USD","symbol_name":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1397256.html","article_id":"2606292129","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2606292129","pubTimestamp":1769412665,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，法国巴黎银行股票研究部门将伊顿公司列为2026年的首选投资标的，理由是其正受益于人工智能数据中心加速增长的需求，并认为当前市场估值与其基本面存在脱节。法国巴黎银行认为，博伊德的收入在2025年至2028年间可能增长两倍。总体而言，法国巴黎银行认为，随着AI基础设施支出加速，伊顿已为新一轮增长阶段做好准备，其盈利和利润率将迎头赶上，反映在已然可见的订单和销售增长趋势中。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161121":"银行","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B2PGVK34.USD":"GUINNESS SUSTAINABLE ENERGY \"C\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BGHQF417.EUR":"GUINNESS SUSTAINABLE ENERGY \"C\" (EUR) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4096":"电气部件与设备","BK4543":"AI","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1861214812.USD":"Blackrock Future of Transport A2 USD","BK4585":"ETF&股票定投概念","ETN":"伊顿","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4588":"碎股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00B3CCJ633.GBP":"GUINNESS SUSTAINABLE ENERGY \"C\" (GBP) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0823414478.USD":"法巴经典能源转换基金"},"translate_title":"BNP Paribas Leiton (ETN.US) is the preferred target for 2026, driven by nearly 30% bullish data center demand","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161121":1.5,"ETN":1.5},"content_text":"智通财经APP获悉，法国巴黎银行股票研究部门将伊顿公司(ETN.US)列为2026年的首选投资标的，理由是其正受益于人工智能数据中心加速增长的需求，并认为当前市场估值与其基本面存在脱节。该行高级分析师Andrew Buscaglia为这家电气设备制造商设定了430美元的目标价，这意味着较近期股价水平有近30%的上涨空间。他更新的乐观情景分析显示，若增长预期得以实现，股价有望攀升至500美元。Buscaglia在1月23日致客户的报告中指出，尽管销售趋势持续改善，但投资者对伊顿数据中心业务的情绪已有所降温。2024年，其数据中心收入增长了45%，并在2025年前九个月再增50%，然而同期公司估值却出现下调。他将这种市场情绪的转变视为投资机会。产能释放有望缓解利润压力因公司为满足激增的需求而扩大产能，伊顿的电气美洲部门去年面临利润率压力。作为一项更大规模扩张计划的一部分，伊顿正在建设六个最终组装设施，其中大部分预计在2026年初完工。随着产能利用率和产量提升，法国巴黎银行预计其利润率将迎来复苏。Buscaglia表示，与AI驱动的数据中心相关的销售可能在今年下半年开始对盈利做出更有意义的贡献，并有望推动利润率超越当前市场预期。博伊德收购提升长期数据中心前景报告还重新评估了伊顿对液体冷却解决方案供应商博伊德(Boyd)的收购。Buscaglia现在预计，伊顿数据中心收入在未来几年的年增长率可能超过40%，高于此前30%中段的预测。他指出，博伊德的技术使伊顿能够接触到数据中心内更高价值的环节，并扩大了其长期可触及的市场规模。法国巴黎银行认为，博伊德的收入在2025年至2028年间可能增长两倍。车辆业务分拆被视为对股东友好Buscaglia同时提及市场报道，即伊顿正在探索其车辆业务的选项，包括潜在出售。他估计该业务估值可能约为50亿美元，高于法国巴黎银行当前的假设。他表示，分拆该业务可能受到投资者欢迎，特别是如果所得款项用于削减债务或回馈股东。总体而言，法国巴黎银行认为，随着AI基础设施支出加速，伊顿已为新一轮增长阶段做好准备，其盈利和利润率将迎头赶上，反映在已然可见的订单和销售增长趋势中。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2606292129","isCrawlerRequest":true}

法巴银行列伊顿(ETN.US)为2026年首选标的 数据中心需求驱动下看涨近30%

精彩评论

法巴银行列伊顿(ETN.US)为2026年首选标的数据中心需求驱动下看涨近30%