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CIBC 将 Superior Plus 评级上调至 Outformer，原因是数据中心机遇提振了 Certarus 的业绩展望。

-- 加拿大帝国商业银行资本市场（CIBC Capital Markets）将Superior Plus（SPB.TO）的股票评级从“中性”上调至“跑赢大盘”，并维持8.00美元的目标价。 分析师罗伯特·卡特利尔（Robert Catellier）认为，Superior Plus决定加快对其子公司Certarus在数据中心领域的投资，在核心油井活动放缓之际，此举提供了极具吸引力的多元化投资机会。 周一，Superior Plus宣布了多项与超大规模数据中心开发相关的新合同，其中包括一项为期2.5年的协议，该协议将支持其与一家“全球发电合作伙伴”合作开展的项目。Certarus将为该项目提供天然气，以支持约135兆瓦的发电量，预计该项目将于2027年中期投入运营，终身收入约为3亿美元。 虽然客户身份尚未公开，但卡特利尔猜测很可能是私募股权公司Aggreko，因为Aggreko的公开披露信息显示，Certarus是其压缩天然气（CNG）合作伙伴。该项目将需要200辆CNG运输拖车。 Catellier 写道：“虽然合同范围和资金需求方面的细节仍然有限，但我们相信，这一机遇有可能在中期增长方面带来显著提升。”

Price: $7.31, Change: $+0.17, Percent Change: +2.38%

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