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RBC表示，Vertiv第一季獲利超預期，並調高業績指引，其長期成長動能仍在持續。

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-- 加拿大皇家銀行資本市場（RBC Capital Markets）週三發布的一份報告指出，Vertiv (VRT) 的長期成長勢頭仍在延續，該公司公佈了「高品質」的第一季度盈利超出預期，並上調了業績指引。 RBC分析師表示，來自超大規模資料中心、託管資料中心和新興雲端服務商的人工智慧基礎設施需求持續推動著Vertiv的成長，美國銷售額有機成長44%，專案儲備不斷增加，這些都印證了這一點。 分析師指出，即使面臨關稅和產能成長帶來的不利因素，該公司仍出乎意料地上調了全年息稅前利潤率預期。他們表示，Vertiv的定價能力得益於強勁的需求以及其預建的整合資料中心空間和建置服務，因此他們對此表示讚賞。 分析師認為，該公司擁有充足的靈活性，可以投資於產能擴張、800V技術等新產品以及進行補充收購。 加拿大皇家銀行（RBC）將Vertiv公司2026年的每股盈餘預期從6.15美元上調至6.40美元，並將2027年的每股盈餘預期從8.30美元上調至8.60美元。 加拿大皇家銀行重申了對該公司股票的「跑贏大盤」評級，並將目標股價從344美元上調至356美元。

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