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RBC表示，Vertiv第一季度盈利超预期，并上调业绩指引，其长期增长势头仍在继续。

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-- 加拿大皇家银行资本市场（RBC Capital Markets）周三发布的一份报告指出，Vertiv (VRT) 的长期增长势头仍在延续，该公司公布了“高质量”的第一季度盈利超出预期，并上调了业绩指引。 RBC分析师表示，来自超大规模数据中心、托管数据中心和新兴云服务商的人工智能基础设施需求持续推动着Vertiv的增长，美国销售额有机增长44%，项目储备不断增加，这些都印证了这一点。 分析师指出，即使面临关税和产能增长带来的不利因素，该公司仍出人意料地上调了全年息税前利润率预期。他们表示，Vertiv的定价能力得益于强劲的需求以及其预建的集成数据中心空间和建设服务，因此他们对此表示赞赏。 分析师认为，该公司拥有充足的灵活性，可以投资于产能扩张、800V技术等新产品以及进行补充收购。 加拿大皇家银行（RBC）将Vertiv公司2026年的每股收益预期从6.15美元上调至6.40美元，并将2027年的每股收益预期从8.30美元上调至8.60美元。 加拿大皇家银行重申了对该公司股票的“跑赢大盘”评级，并将目标股价从344美元上调至356美元。

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