Vertiv Holdings（VRT）今日盘中大涨5.07%,引发市场广泛关注。
消息面上,VRT被视为AI基础设施领域的长期受益者。该公司为数据中心提供数字基础设施技术,尤其是在液冷技术方面表现突出,有望受益于AI计算对基础设施日益增长的需求。
去年,VRT在液冷技术领域表现亮眼,股价全年累计上涨152%。分析人士预计,随着公司在该领域的进一步扩张,其税前利润率有望达到中位20%的水平,长期增长前景备受市场看好。
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