<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/main/3f/989.jpg?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://staticx-tuner.zacks.com/images/articles/main/3f/989.jpg"/></p>
<p><em>图片来源：Bigstock</em></p>
<h3><strong>关键要点</strong></h3>
<ul>
<li>Vertiv 的订单增长了 21%，账单比率为 1.4，而其积压订单同比增长 30%，达到 95 亿美元。</li>
<li>Vertiv 的 10 亿美元 Purge Rite 交易和与 NVIDIA 的合作提升了其以 AI 为中心的热管理和电力解决方案。</li>
<li>Applied Digital 的 110 亿美元 CoreWeave 交易和更快的建设时间推动了其 AI 数据中心的扩展。</li>
</ul>
<p>Vertiv (VRT - 免费报告) 和 Applied Digital (APLD - 免费报告) 是数据中心基础设施市场的主要参与者。Vertiv 提供针对大型数据中心的先进热管理和电力管理系统，而 Applied Digital 则构建和运营优化为 AI 和高性能计算工作负载（HPC）的高性能数据中心。</p>
<p>根据 Grand View Research 的报告，数据中心基础设施管理市场在 2024 年的估值约为 30.6 亿美元，预计在 2025 年至 2030 年期间将注册 17.3% 的年均增长率。Vertiv 和 Applied Digital 都可能从这一巨大的增长机会中受益。</p>
<p>那么，Vertiv 还是 Applied Digital——这两只数据中心基础设施股票哪一只具有更大的上涨潜力？让我们来看看。</p>
<h3><strong>Vertiv 股票的理由</strong></h3>
<p>Vertiv 的广泛产品组合涵盖热系统、液冷、UPS、开关设备、母线和模块化解决方案。</p>
<p>在过去 12 个月中，Vertiv 的有机订单增长约 21%，在 2025 年第三季度的账单比率为 1.4 倍，显示出强劲的前景。其积压订单环比增长 12%，同比增长 30%，达到 95 亿美元。这一增长主要得益于 AI 的快速采用以及数据中心支持数字化转型的日益需求。</p>
<p>收购在扩展 Vertiv 的产品组合中发挥了重要作用。Vertiv 最近宣布达成协议，以约 10 亿美元现金收购 Purge Rite Intermediate，并可获得高达 2.5 亿美元的额外收益，以增强其针对 AI 和高性能数据中心的液冷和热管理服务。</p>
<p>正如所提到的，全球 AI 采用的增加正在推动对数据中心基础设施的强劲需求。Vertiv 正在利用这一趋势，特别是在美洲，2025 年第三季度的有机销售增长了 43%，亚太地区的有机销售增长了 21%。</p>
<p>Vertiv 与 NVIDIA 的合作是一个优势。它旨在保持在 NVIDIA 的一代技术领先，使下一代 AI 数据中心的电力解决方案高效且可扩展。</p>
<h3><strong>Applied Digital 股票的理由</strong></h3>
<p>Applied Digital 同样受益于对数据中心基础设施的强劲需求。对能源效率的日益关注是数据中心行业的一个显著发展。</p>
<p>在这一势头的基础上，该公司通过与 CoreWeave 等主要超大规模云服务商建立长期合作关系，确立了自己作为关键参与者的地位。CoreWeave 最初在 Applied Digital 位于北达科他州的 Polaris Forge 1 园区签订了 250 兆瓦的合同，预计在 15 年内带来 70 亿美元的收入。该协议后来扩大至涵盖正在建设的全部 400 兆瓦的容量，将总合同价值提高至 110 亿美元。</p>
<p>CoreWeave 的合作关系支持 Applied Digital 从加密货币挖矿转向 AI 优化的数据中心基础设施。这一合作关系提供了强劲的收入可见性，并降低了 Applied Digital 商业模式的风险。</p>
<p>Applied Digital 提供可扩展和高效的数据中心的能力是其在市场上的关键优势。该公司将建设时间从 24 个月缩短至 12-14 个月，使其能够迅速部署基础设施以满足超大规模云服务商的紧急需求。这一能力使 Applied Digital 成为超大规模云服务商的可信合作伙伴，预计他们在 2025 年将投资超过 3500 亿美元于 AI 基础设施。</p>
<h3><strong>Vertiv 和 Applied Digital 的价格表现与估值</strong></h3>
<p>在年初至今的期间，Vertiv 的股价上涨了 61.1%，而 Applied Digital 的股价飙升了 306.8%。Applied Digital 的优异表现可归因于其对数据中心基础设施的强劲需求和与超大规模云服务商的战略合作。</p>
<p>尽管 Vertiv 的产品组合在扩展，但严峻的宏观经济环境，包括更高关税带来的不确定性，对该股票并不利。</p>
<h3><strong>Vertiv 和 Applied Digital 的股票表现</strong></h3>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/e1/130951.jpg/query-dj0yMDA0OTYwMjE?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://staticx-tuner.zacks.com/images/articles/charts/e1/130951.jpg/query-dj0yMDA0OTYwMjE"/></p>
<p><em>图片来源：Zacks 投资研究</em></p>
<p>在估值方面，Vertiv 和 Applied Digital 的股票被认为是高估的，二者的价值评分均为 F。在过去 12 个月的市净率方面，Vertiv 的股票交易在 19.94 倍，而 Applied Digital 为 8.15 倍。</p>
<h3><strong>Vertiv 和 Applied Digital 的估值</strong></h3>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/8b/130952.jpg/query-dj0yMDU4NTMzNTE1?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://staticx-tuner.zacks.com/images/articles/charts/8b/130952.jpg/query-dj0yMDU4NTMzNTE1"/></p>
<p><em>图片来源：Zacks 投资研究</em></p>
<h3><strong>Vertiv 与 Applied Digital 的盈利预期比较如何？</strong></h3>
<p>Zacks 共识预期 Vertiv 在 2025 年的每股收益为 4.11 美元，过去 30 天内增加了 7.31%，同比增长 44.21%。</p>
<h3><strong>Vertiv Holdings Co.的价格与共识</strong></h3>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/charts/af/1762521600.png?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://staticx-tuner.zacks.com/images/charts/af/1762521600.png"/></p>
<p><em>图片来源：Zacks 投资研究 | Vertiv Holdings Co.报价</em></p>
<p>对于 2025 年，Zacks 共识预期 Applied Digital 的每股亏损为 31 美分，过去 30 天内下降了 4 美分。该公司在去年同期报告的每股亏损为 80 美分。</p>
<h3><strong>Applied Digital Corporation 的价格与共识</strong></h3>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/charts/54/1762521624.png?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://staticx-tuner.zacks.com/images/charts/54/1762521624.png"/></p>
<p><em>图片来源：Zacks 投资研究 | Applied Digital Corporation 报价</em></p>
<p>Vertiv 的收益在过去四个季度中均超出 Zacks 共识预期，平均惊喜幅度为 14.89%。Applied Digital 的收益在过去四个季度中有两个季度未能达到 Zacks 共识预期，两个季度与预期持平，负平均惊喜幅度为 104.22%。Vertiv 的平均惊喜幅度高于 Applied Digital。</p>
<h3><strong>结论</strong></h3>
<p>虽然 Vertiv 和 Applied Digital 都将受益于数据中心基础设施的繁荣，但 Vertiv 更强的收益动能、多样化的增长驱动因素和稳定的表现表明，它在短期内可能提供更大的上行潜力。</p>
<p>尽管 Applied Digital 拥有强大的产品组合和与超大规模云服务商的合作关系，但由于亏损预期上升，其短期前景仍然不明朗。客户集中度和大型项目的融资执行也可能影响可见性。</p>
<p>目前，Vertiv 的 Zacks 评级为#1（强力买入），使其股票比 Applied Digital 更具吸引力，后者的 Zacks 评级为#3（持有）。</p>
<hr/>
<p><em>更多来自此作者的内容：</em></p>
<p>投资者是否应该在第三季度收益未达预期后押注 Cameco 股票？</p>
<p>现在购买的 3 只 DWS 共同基金以实现可持续回报</p>
<p>在第三季度收益后，您应该购买、出售还是持有卡特彼勒股票？</p>

APLD

<p>Vertiv 和 Applied Digital 是数据中心基础设施市场的关键参与者，Vertiv 的订单增长了 21%，积压订单达到 95 亿美元，而 Applied Digital 则与 CoreWeave 签署了一项价值 110 亿美元的协议。由于人工智能的普及，两家公司都具备增长潜力。Vertiv 的股票今年上涨了 61.1%，而 Applied Digital 的股票则飙升了 306.8%。尽管面临挑战，Vertiv 对 2025 年的盈利预期有所上调，而 Applied Digital 预计将报告亏损。目前，两只股票都被认为是高估的</p>

<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/main/3f/989.jpg" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/main/3f/989.jpg"/></p>
<p><em>Image: Bigstock</em></p>
<div class="lb-trans"><p><em>图片来源：Bigstock</em></p>
</div><h3><strong>Key Takeaways</strong></h3>
<div class="lb-trans"><h3><strong>关键要点</strong></h3>
</div><ul>
<li>Vertiv's orders rose 21% with a 1.4 book-to-bill ratio, while its backlog climbed 30% year-over-year to $9.5 billion.</li>
<li>Vertiv's $1 billion Purge Rite deal and NVIDIA tie-up boost its AI-focused thermal and power solutions.</li>
<li>Applied Digital's $11 billion CoreWeave deal and faster build times drive its AI data center expansion.</li>
</ul>
<div class="lb-trans"><ul>
<li>Vertiv 的订单增长了 21%，账单比率为 1.4，而其积压订单同比增长 30%，达到 95 亿美元。</li>
<li>Vertiv 的 10 亿美元 Purge Rite 交易和与 NVIDIA 的合作提升了其以 AI 为中心的热管理和电力解决方案。</li>
<li>Applied Digital 的 110 亿美元 CoreWeave 交易和更快的建设时间推动了其 AI 数据中心的扩展。</li>
</ul>
</div><p>Vertiv (VRT - Free Report) and Applied Digital (APLD - Free Report) are major players in the data center infrastructure market. While Vertiv offers advanced thermal and power management systems tailored for large-scale data centers, Applied Digital builds and operates high-performance data centers optimized for AI and high computing workloads (HPC).</p>
<div class="lb-trans"><p>Vertiv (VRT - 免费报告) 和 Applied Digital (APLD - 免费报告) 是数据中心基础设施市场的主要参与者。Vertiv 提供针对大型数据中心的先进热管理和电力管理系统，而 Applied Digital 则构建和运营优化为 AI 和高性能计算工作负载（HPC）的高性能数据中心。</p>
</div><p>Per a Grand View Research report, the data center infrastructure management market was valued at around $3.06 billion in 2024 and is expected to register a CAGR of 17.3% from 2025 to 2030. Both Vertiv and Applied Digital are likely to gain from the massive growth opportunity.</p>
<div class="lb-trans"><p>根据 Grand View Research 的报告，数据中心基础设施管理市场在 2024 年的估值约为 30.6 亿美元，预计在 2025 年至 2030 年期间将注册 17.3% 的年均增长率。Vertiv 和 Applied Digital 都可能从这一巨大的增长机会中受益。</p>
</div><p>So, Vertiv or Applied Digital — Which of these Data-Center Infrastructure stocks has the greater upside potential? Let’s find out.</p>
<div class="lb-trans"><p>那么，Vertiv 还是 Applied Digital——这两只数据中心基础设施股票哪一只具有更大的上涨潜力？让我们来看看。</p>
</div><h3><strong>The Case for Vertiv Stock</strong></h3>
<div class="lb-trans"><h3><strong>Vertiv 股票的理由</strong></h3>
</div><p>Vertiv’s extensive product portfolio spans thermal systems, liquid cooling, UPS, switchgear, busbars, and modular solutions.</p>
<div class="lb-trans"><p>Vertiv 的广泛产品组合涵盖热系统、液冷、UPS、开关设备、母线和模块化解决方案。</p>
</div><p>In the trailing 12 months, organic orders grew approximately 21%, with a book-to-bill ratio of 1.4 times in the third quarter of 2025, indicating strong prospects. Its backlog grew 12% sequentially and 30% year-over-year to $9.5 billion. This growth is primarily driven by the rapid adoption of AI and the increasing need for data centers to support the digital transformation.</p>
<div class="lb-trans"><p>在过去 12 个月中，Vertiv 的有机订单增长约 21%，在 2025 年第三季度的账单比率为 1.4 倍，显示出强劲的前景。其积压订单环比增长 12%，同比增长 30%，达到 95 亿美元。这一增长主要得益于 AI 的快速采用以及数据中心支持数字化转型的日益需求。</p>
</div><p>Acquisitions have played an important role in expanding Vertiv’s portfolio. Vertiv recently announced an agreement to acquire Purge Rite Intermediate for approximately $1.0 billion in cash, with up to $250 million in additional earn-out, to enhance its liquid-cooling and thermal-management services for AI and high-performance data centers.</p>
<div class="lb-trans"><p>收购在扩展 Vertiv 的产品组合中发挥了重要作用。Vertiv 最近宣布达成协议，以约 10 亿美元现金收购 Purge Rite Intermediate，并可获得高达 2.5 亿美元的额外收益，以增强其针对 AI 和高性能数据中心的液冷和热管理服务。</p>
</div><p>As mentioned, the global increase in AI adoption is driving strong demand for data center infrastructure. Vertiv is capitalizing on this trend, particularly in the Americas, where organic sales increased 43% in the third quarter of 2025, and APAC registered a 21% increase in organic sales.</p>
<div class="lb-trans"><p>正如所提到的，全球 AI 采用的增加正在推动对数据中心基础设施的强劲需求。Vertiv 正在利用这一趋势，特别是在美洲，2025 年第三季度的有机销售增长了 43%，亚太地区的有机销售增长了 21%。</p>
</div><p>Vertiv’s partnership with NVIDIA is a plus. It aims to stay one generation ahead of NVIDIA, enabling efficient and scalable power solutions for next-generation AI data centers.</p>
<div class="lb-trans"><p>Vertiv 与 NVIDIA 的合作是一个优势。它旨在保持在 NVIDIA 的一代技术领先，使下一代 AI 数据中心的电力解决方案高效且可扩展。</p>
</div><h3><strong>The Case for Applied Digital Stock</strong></h3>
<div class="lb-trans"><h3><strong>Applied Digital 股票的理由</strong></h3>
</div><p>Applied Digital is similarly benefiting from robust demand for data center infrastructure. The increasing focus on energy efficiency is a noteworthy development in the data center industry.</p>
<div class="lb-trans"><p>Applied Digital 同样受益于对数据中心基础设施的强劲需求。对能源效率的日益关注是数据中心行业的一个显著发展。</p>
</div><p>Building on this momentum, the company has established itself as a key player by forming long-term partnerships with major hyperscalers like CoreWeave. CoreWeave initially contracted 250 megawatts at Applied Digital’s Polaris Forge 1 campus in North Dakota, representing $7 billion in revenues over 15 years. This agreement was later expanded to cover the full 400 megawatts of capacity under construction, increasing the total contract value to $11 billion.</p>
<div class="lb-trans"><p>在这一势头的基础上，该公司通过与 CoreWeave 等主要超大规模云服务商建立长期合作关系，确立了自己作为关键参与者的地位。CoreWeave 最初在 Applied Digital 位于北达科他州的 Polaris Forge 1 园区签订了 250 兆瓦的合同，预计在 15 年内带来 70 亿美元的收入。该协议后来扩大至涵盖正在建设的全部 400 兆瓦的容量，将总合同价值提高至 110 亿美元。</p>
</div><p>The CoreWeave partnership supports Applied Digital’s shift from cryptocurrency mining to AI-optimized data center infrastructure. This partnership offers strong revenue visibility and reduces risk in Applied Digital’s business model.</p>
<div class="lb-trans"><p>CoreWeave 的合作关系支持 Applied Digital 从加密货币挖矿转向 AI 优化的数据中心基础设施。这一合作关系提供了强劲的收入可见性，并降低了 Applied Digital 商业模式的风险。</p>
</div><p>Applied Digital’s ability to deliver scalable and efficient data centers is a key advantage in the market. The company has shortened construction timelines from 24 months to 12-14 months, enabling it to deploy infrastructure to meet the urgent needs of hyperscalers rapidly. This capability has positioned Applied Digital as a trusted partner for hyperscalers, who are projected to invest over $350 billion in AI infrastructure in 2025 alone.</p>
<div class="lb-trans"><p>Applied Digital 提供可扩展和高效的数据中心的能力是其在市场上的关键优势。该公司将建设时间从 24 个月缩短至 12-14 个月，使其能够迅速部署基础设施以满足超大规模云服务商的紧急需求。这一能力使 Applied Digital 成为超大规模云服务商的可信合作伙伴，预计他们在 2025 年将投资超过 3500 亿美元于 AI 基础设施。</p>
</div><h3><strong>Price Performance and Valuation of Vertiv and Applied Digital</strong></h3>
<div class="lb-trans"><h3><strong>Vertiv 和 Applied Digital 的价格表现与估值</strong></h3>
</div><p>In the year-to-date period, Vertiv’s shares have gained 61.1% and Applied Digital’s shares have surged 306.8%. The outperformance in Applied Digital can be attributed to its robust demand for data center infrastructure and strategic partnerships with hyperscalers.</p>
<div class="lb-trans"><p>在年初至今的期间，Vertiv 的股价上涨了 61.1%，而 Applied Digital 的股价飙升了 306.8%。Applied Digital 的优异表现可归因于其对数据中心基础设施的强劲需求和与超大规模云服务商的战略合作。</p>
</div><p>Despite Vertiv’s expanding portfolio, the challenging macroeconomic environment, including the uncertainty created by higher tariffs, does not bode well for the stock.</p>
<div class="lb-trans"><p>尽管 Vertiv 的产品组合在扩展，但严峻的宏观经济环境，包括更高关税带来的不确定性，对该股票并不利。</p>
</div><h3><strong>Vertiv and Applied Digital Stock Performance</strong></h3>
<div class="lb-trans"><h3><strong>Vertiv 和 Applied Digital 的股票表现</strong></h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/e1/130951.jpg/query-dj0yMDA0OTYwMjE" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/e1/130951.jpg?v=200496021"/></p>
<p><em>Image Source: Zacks Investment Research</em></p>
<div class="lb-trans"><p><em>图片来源：Zacks 投资研究</em></p>
</div><p>Valuation-wise, Vertiv and Applied Digital’s shares have been overvalued, as suggested by a shared Value Score of F. In terms of trailing 12-month Price/Book, Vertiv shares have been trading at 19.94X, which is higher than Applied Digital’s 8.15X.</p>
<div class="lb-trans"><p>在估值方面，Vertiv 和 Applied Digital 的股票被认为是高估的，二者的价值评分均为 F。在过去 12 个月的市净率方面，Vertiv 的股票交易在 19.94 倍，而 Applied Digital 为 8.15 倍。</p>
</div><h3><strong>Vertiv and Applied Digital Valuation</strong></h3>
<div class="lb-trans"><h3><strong>Vertiv 和 Applied Digital 的估值</strong></h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/8b/130952.jpg/query-dj0yMDU4NTMzNTE1" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/8b/130952.jpg?v=2058533515"/></p>
<p><em>Image Source: Zacks Investment Research</em></p>
<div class="lb-trans"><p><em>图片来源：Zacks 投资研究</em></p>
</div><h3><strong>How Do Earnings Estimates Compare for Vertiv &amp; Applied Digital?</strong></h3>
<div class="lb-trans"><h3><strong>Vertiv 与 Applied Digital 的盈利预期比较如何？</strong></h3>
</div><p>The Zacks Consensus Estimate for Vertiv’s 2025 earnings is pegged at $4.11 per share, which has increased 7.31% over the past 30 days and 44.21% year-over-year.</p>
<div class="lb-trans"><p>Zacks 共识预期 Vertiv 在 2025 年的每股收益为 4.11 美元，过去 30 天内增加了 7.31%，同比增长 44.21%。</p>
</div><h3><strong>Vertiv Holdings Co. Price and Consensus</strong></h3>
<div class="lb-trans"><h3><strong>Vertiv Holdings Co.的价格与共识</strong></h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/charts/af/1762521600.png" alt="" original-src="https://staticx-tuner.zacks.com/images/charts/af/1762521600.png"/></p>
<p><em>Image Source: Zacks Investment Research | Vertiv Holdings Co. Quote</em></p>
<div class="lb-trans"><p><em>图片来源：Zacks 投资研究 | Vertiv Holdings Co.报价</em></p>
</div><p>For 2025, the Zacks Consensus Estimate for Applied Digital’s loss is pegged at 31 cents per share, which has declined 4 cents over the past 30 days. The company reported a loss of 80 cents per share in the year-ago quarter.</p>
<div class="lb-trans"><p>对于 2025 年，Zacks 共识预期 Applied Digital 的每股亏损为 31 美分，过去 30 天内下降了 4 美分。该公司在去年同期报告的每股亏损为 80 美分。</p>
</div><h3><strong>Applied Digital Corporation Price and Consensus</strong></h3>
<div class="lb-trans"><h3><strong>Applied Digital Corporation 的价格与共识</strong></h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/charts/54/1762521624.png" alt="" original-src="https://staticx-tuner.zacks.com/images/charts/54/1762521624.png"/></p>
<p><em>Image Source: Zacks Investment Research | Applied Digital Corporation Quote</em></p>
<div class="lb-trans"><p><em>图片来源：Zacks 投资研究 | Applied Digital Corporation 报价</em></p>
</div><p>Vertiv's earnings beat the Zacks Consensus Estimate in all the trailing four quarters, delivering an average surprise of 14.89%. Applied Digital's earnings missed the Zacks Consensus Estimate in two of the trailing four quarters, matching the same on two occasions, with the negative average surprise being 104.22%. The average surprise of Vertiv is higher than that of Applied Digital.</p>
<div class="lb-trans"><p>Vertiv 的收益在过去四个季度中均超出 Zacks 共识预期，平均惊喜幅度为 14.89%。Applied Digital 的收益在过去四个季度中有两个季度未能达到 Zacks 共识预期，两个季度与预期持平，负平均惊喜幅度为 104.22%。Vertiv 的平均惊喜幅度高于 Applied Digital。</p>
</div><h3><strong>Conclusion</strong></h3>
<div class="lb-trans"><h3><strong>结论</strong></h3>
</div><p>While both Vertiv and Applied Digital stand to benefit from the data center infrastructure boom, Vertiv’s stronger earnings momentum, diversified growth drivers, and consistent performance suggest it may offer greater upside potential in the near-term.</p>
<div class="lb-trans"><p>虽然 Vertiv 和 Applied Digital 都将受益于数据中心基础设施的繁荣，但 Vertiv 更强的收益动能、多样化的增长驱动因素和稳定的表现表明，它在短期内可能提供更大的上行潜力。</p>
</div><p>Despite a robust portfolio and partnerships with hyperscalers, Applied Digital's near-term prospects are murky given rising loss estimates. Customer concentration and financing execution for large projects may also temper visibility.</p>
<div class="lb-trans"><p>尽管 Applied Digital 拥有强大的产品组合和与超大规模云服务商的合作关系，但由于亏损预期上升，其短期前景仍然不明朗。客户集中度和大型项目的融资执行也可能影响可见性。</p>
</div><p>Currently, Vertiv sports a Zacks Rank #1 (Strong Buy) rating, making the stock a stronger pick than Applied Digital, which has a Zacks Rank #3 (Hold) rating.</p>
<div class="lb-trans"><p>目前，Vertiv 的 Zacks 评级为#1（强力买入），使其股票比 Applied Digital 更具吸引力，后者的 Zacks 评级为#3（持有）。</p>
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Vertiv 与 Applied Digital：哪个数据中心基础设施股票有更大的上涨潜力？