<p>数据中心设备公司及 <strong>Nvidia</strong> 合作伙伴 <strong>Vertiv Holdings</strong>（VRT 0.66%）的股价在 7 月份上涨了 13.4%，根据 S&amp;P Global Market Intelligence 提供的数据。这一涨幅发生在公司发布了出色的第二季度财报、上调了全年业绩指引，并确认人工智能（AI）/数据中心资本支出市场未来有着广阔的增长空间的月份。</p>
<h2>Vertiv 的火热第二季度</h2>
<p>年初时，市场自然对数据中心基础设施股票的表现感到担忧，认为其已经超前于事件的发展。贸易关税的不确定性、发电问题、欧洲的监管环境以及市场过热的常规担忧导致了股票的抛售。</p>
<p>尽管自那以来股价上涨，但这些担忧依然存在，尤其是像 Nvidia 这样的公司面临着对其向中国销售技术的限制。快速回顾 Vertiv 的最新业绩，显然市场没有任何放缓的迹象。Vertiv 的过去 12 个月订单同比增长了 11%。此外，公司的欧洲订单管道（2024 年第四季度的薄弱环节）正在逐步增长，首席执行官 Giordano Albertazzi 在财报电话会议上表示，这为 2026 年及以后提供了乐观的前景。</p>
<p>关于业绩指引的上调，关税正在侵蚀利润率，但这被强于预期的收入增长所弥补。例如，管理层将全年净销售指引的中位数上调至 100 亿美元，而之前为 94.5 亿美元。然而，管理层将全年调整后营业利润指引的中位数下调至 20%，低于之前的 20.5%。最终结果是，调整后营业利润指引从之前的 19.35 亿美元上调至 19.9 亿美元。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg0MzcvZ2V0dHlpbWFnZXMtMTM2ODM1Mjc3NS0xMjAweDgwNy0xZTc5MTdjLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg0MzcvZ2V0dHlpbWFnZXMtMTM2ODM1Mjc3NS0xMjAweDgwNy0xZTc5MTdjLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Vertiv 并未止步不前</h2>
<p>好消息是公司继续投资于其未来。这几乎是你对 <strong>Honeywell</strong> 的 15 年首席执行官 David Cote（负责其增长转型）作为董事长的预期。不仅 Vertiv 在增加研发投资，还以 2 亿美元收购了数据中心机架封闭业务 Great Lakes Data Racks &amp; Cabinets，进一步增强其在电力和冷却系统方面的实力。</p>
<p>此外，它还是 Nvidia 在开发下一代数据中心架构（800V HVDC）方面的关键合作伙伴，该架构预计将在 2027 年上市。Vertiv 的未来依然光明。</p>

英伟达

<p>Vertiv Holdings 的股票在 7 月份上涨了 13.4%，原因是其强劲的第二季度财报和乐观的全年指引上调。该公司报告了过去 12 个月订单增长 11%，并正在投资未来的增长，包括以 2 亿美元收购 Great Lakes Data Racks & Cabinets。尽管对关税影响利润的担忧存在，但收入增长超出预期，促使净销售指引上调至 100 亿美元。Vertiv 仍然是 Nvidia 在开发下一代数据中心架构方面的关键合作伙伴，这表明公司前景乐观</p>

<p>Shares in data center equipment company and <strong>Nvidia</strong> partner <strong>Vertiv Holdings</strong>(VRT 0.66%) rose by 13.4% in July, according to data provided by S&amp;P Global Market Intelligence. The move comes in a month when the company released an excellent set of second-quarter earnings, raised full-year guidance across the board, and confirmed that the artificial intelligence (AI)/data center capital spending market has a long pathway of growth ahead.</p>
<div class="lb-trans"><p>数据中心设备公司及 <strong>Nvidia</strong> 合作伙伴 <strong>Vertiv Holdings</strong>（VRT 0.66%）的股价在 7 月份上涨了 13.4%，根据 S&amp;P Global Market Intelligence 提供的数据。这一涨幅发生在公司发布了出色的第二季度财报、上调了全年业绩指引，并确认人工智能（AI）/数据中心资本支出市场未来有着广阔的增长空间的月份。</p>
</div><h2>Vertiv's hot second quarter</h2>
<div class="lb-trans"><h2>Vertiv 的火热第二季度</h2>
</div><p>Earlier in the year, the market had, understandably, been concerned that the data center infrastructure stocks had gotten ahead of events. A combination of trade tariff uncertainty, power generation concerns, the regulatory environment in Europe, and the usual concerns over a hot market overheating led to the sell-off in the stock.</p>
<div class="lb-trans"><p>年初时，市场自然对数据中心基础设施股票的表现感到担忧，认为其已经超前于事件的发展。贸易关税的不确定性、发电问题、欧洲的监管环境以及市场过热的常规担忧导致了股票的抛售。</p>
</div><p>Despite the rise since then, the concerns still linger, not least as companies like Nvidia face controls on what technology they can sell to China. Fast-forward to the latest results from Vertiv, and it's clear that there's no sign of any slowdown in the market. Vertiv's trailing-12-month orders rose 11% compared to the same period a year ago. Moreover, its European orders pipeline (the company's weak spot in the fourth quarter of 2024) is growing sequentially, &#34;providing optimism for 2026 and beyond,&#34; according to CEO Giordano Albertazzi on the earnings call.</p>
<div class="lb-trans"><p>尽管自那以来股价上涨，但这些担忧依然存在，尤其是像 Nvidia 这样的公司面临着对其向中国销售技术的限制。快速回顾 Vertiv 的最新业绩，显然市场没有任何放缓的迹象。Vertiv 的过去 12 个月订单同比增长了 11%。此外，公司的欧洲订单管道（2024 年第四季度的薄弱环节）正在逐步增长，首席执行官 Giordano Albertazzi 在财报电话会议上表示，这为 2026 年及以后提供了乐观的前景。</p>
</div><p>Turning to the guidance hike, tariffs are hurting margins, but that's more than made up for by stronger-than-expected revenue growth. For example, management increased the midpoint of its full-year net sales guidance to $10 billion compared to $9.45 billion previously. However, management lowered the midpoint of its full-year adjusted operating profit guidance to 20% from 20.5% previously. The end result is that adjusted operating profit guidance was increased to $1.99 billion from $1.935 billion previously.</p>
<div class="lb-trans"><p>关于业绩指引的上调，关税正在侵蚀利润率，但这被强于预期的收入增长所弥补。例如，管理层将全年净销售指引的中位数上调至 100 亿美元，而之前为 94.5 亿美元。然而，管理层将全年调整后营业利润指引的中位数下调至 20%，低于之前的 20.5%。最终结果是，调整后营业利润指引从之前的 19.35 亿美元上调至 19.9 亿美元。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg0MzcvZ2V0dHlpbWFnZXMtMTM2ODM1Mjc3NS0xMjAweDgwNy0xZTc5MTdjLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F828437%2Fgettyimages-1368352775-1200x807-1e7917c.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Vertiv isn't standing still</h2>
<div class="lb-trans"><h2>Vertiv 并未止步不前</h2>
</div><p>The good news is the company continues to invest in its future. That's pretty much what you might expect with David Cote (a 15-year CEO of <strong>Honeywell</strong>, responsible for its growth transformation) as chairman. Not only is Vertiv increasing its investment in research and development, but it's also acquiring Great Lakes Data Racks &amp; Cabinets, a data center rack enclosure business, for $200 million, further enhancing its strength in power and cooling systems.</p>
<div class="lb-trans"><p>好消息是公司继续投资于其未来。这几乎是你对 <strong>Honeywell</strong> 的 15 年首席执行官 David Cote（负责其增长转型）作为董事长的预期。不仅 Vertiv 在增加研发投资，还以 2 亿美元收购了数据中心机架封闭业务 Great Lakes Data Racks &amp; Cabinets，进一步增强其在电力和冷却系统方面的实力。</p>
</div><p>In addition, it is a key partner of Nvidia in developing the architecture for the next generation of data centers (800V HVDC), set to hit the market in 2027. The future remains bright for Vertiv.</p>
<div class="lb-trans"><p>此外，它还是 Nvidia 在开发下一代数据中心架构（800V HVDC）方面的关键合作伙伴，该架构预计将在 2027 年上市。Vertiv 的未来依然光明。</p>
</div>

Here's Why This Nvidia Partner's Stock Soared in July

- Vertiv Holdings 股价在 7 月上涨 13.4%，因其发布了强劲的第二季度财报。  
- 公司提高了全年销售指导至 100 亿美元，尽管调整后的运营利润指导略有下调。  
- Vertiv 继续投资未来，包括收购数据中心设备公司和与 Nvidia 合作开发新一代数据中心架构。  

这就是为什么这家英伟达合作伙伴的股票在七月份大幅上涨的原因