AI基建风口正盛！液冷龙头Vertiv(VRT.US)年内狂飙127%，华尔街分析师都快跟不上了

智通财经05-13

智通财经APP获悉，花旗将Vertiv Holdings(VRT.US)的目标价从353美元上调至414美元，并维持“买入”评级，最新目标价较当前股价高出13%。值得一提的是，在本轮AI基建行情加持下，Vertiv股价一路强势狂奔，年内涨幅已高达127%，涨势之快甚至让不少华尔街分析师的估值预判都略显滞后。花旗强调，Vertiv未来多年销售额和盈利增长前景清晰，这主要得益于其在人工智能数据中心的...

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Liquid-cooled faucet Vertiv (VRT.US) soars 127% this year, and Wall Street analysts are barely keeping up","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHAT":1.5,"FFTY":1.5,"AIPO":1.5,"VRT":1.5,"VRTL":0.6,"AGIX":1.5,"ARTY":1.5,"FAZ":1.5},"content_text":"智通财经APP获悉，花旗将Vertiv Holdings(VRT.US)的目标价从353美元上调至414美元，并维持“买入”评级，最新目标价较当前股价高出13%。值得一提的是，在本轮AI基建行情加持下，Vertiv股价一路强势狂奔，年内涨幅已高达127%，涨势之快甚至让不少华尔街分析师的估值预判都略显滞后。花旗强调，Vertiv未来多年销售额和盈利增长前景清晰，这主要得益于其在人工智能数据中心的大规模投资。此外，花旗预计Vertiv将把长期内生增长预期上调至12%-24%。Vertiv上月发布的一季度财报显示，净销售额同比增长30%至26.5亿美元，调整后每股收益同比增长83%至1.17美元，均好于市场预期。此外，该公司一季度有机销售额增长23%。这也是Vertiv 3月被纳入标普500指数后的首份季报。Vertiv首席执行官Giordano Albertazzi在财报声明表示，公司强劲的财务业绩反映了其满足客户需求的能力。他补充道：“我们看到数据中心基础设施需求正在发生显著变化，客户优先考虑优化设计、部署速度和运营效率，从而重塑了他们的部署方式。本季度的财务业绩反映了我们凭借独特的能力在这一关键时刻满足客户需求的能力。我们对技术和容量的投资，以及战略收购，正在转化为市场份额的增长，因为客户需要更快的部署速度、更高的可靠性和更全面的服务。随着基础设施密度的增加和部署周期的缩短，我们已做好准备成为客户实现其最宏伟项目所需的合作伙伴，并实现规模化部署。”Vertiv涨得太快，华尔街分析师都跟不上了Tipranks汇编的数据显示，在17位覆盖Vertiv的分析师中，有15位予“买入”评级，2位予“持有”评级，共识评级为“强力买入”，平均目标价为347.50美元，较当前股价低5%。值得注意的是，Vertiv股价持续飙升，今年迄今已经上涨127%。据悉，Vertiv被广泛视为全球液冷和AI数据中心基础设施领域的龙头企业‌，尤其在液冷散热、电源管理及高密度算力支持方面具有显著领先地位。该公司还是AI龙头英伟达(NVDA.US)的数据中心散热技术合作伙伴。随着新一代芯片功耗飙升，液冷机在数据中心运营商中正愈发受到欢迎。Vertiv计划于2026年下半年发布800 VDC电力产品组合，以配合英伟达2027年上市Rubin Ultra平台。除了专长的液冷产品外，Vertiv还为数据中心提供不间断电源(UPS)系统和服务器机架，并为通信网络应用提供服务。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2635048832","isCrawlerRequest":true}