--- title: "由于数据中心的繁荣推动了对工人营地的需求，Target Hospitality 股价大涨" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/285978001.md" description: "Target Hospitality 的股票在盘前交易中上涨近 10%，原因是公司获得了一份价值高达 7.5 亿美元的 48 个月合同，为数据中心建设现场的工人提供移动住房解决方案。今年，该公司已宣布超过 14 亿美元的多年合同，反映出数据中心繁荣带来的强劲需求。首席执行官 Brad Archer 强调了公司的增长势头和收入可见性的提升，自 2025 年 2 月以来，公司总合同金额超过 20 亿美元。Target 的股票今年迄今已上涨 91%，显示出市场对其服务的强劲信心" datetime: "2026-05-11T17:32:20.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285978001.md) - [en](https://longbridge.com/en/news/285978001.md) - [zh-HK](https://longbridge.com/zh-HK/news/285978001.md) --- # 由于数据中心的繁荣推动了对工人营地的需求，Target Hospitality 股价大涨 Target Hospitality shares jumped in premarket trading after the company announced a new contract to provide mobile housing solutions and related hospitality services for workers at data center construction projects. The 48-month contract could generate upward of $750 million in revenue for Target Hospitality, which builds, owns, leases, and operates large temporary or semi-permanent "communities" for workers of major projects. The contract covers 3,370 beds. Historically, Target Hospitality generated revenue from energy, natural resources, and government-related customers, but since the data center buildout boom, its temporary housing solution services have been in high demand. The company said that since the start of the year, it has announced over $1.4 billion in multi-year contracts amid data center buildouts, representing more than 9,000 beds. "These awards reinforce the scale, customer relevance and capital-efficient deployment capabilities of Target Hyper/Scale, while strengthening Target's exposure to long-duration demand across AI-driven data center and related critical infrastructure development," the company wrote in a press release. CEO Brad Archer wrote in a statement that the company is "entering the next phase of our growth with strong momentum and increasing confidence in our long‑term strategy. Since February 2025, we have secured more than $2.0 billion of multi‑year contracts, including approximately $1.8 billion within our rapidly expanding WHS segment, meaningfully enhancing revenue visibility, supporting consistent cash flows and driving improved margin contributions. These wins position Target to further expand its presence across high-value end markets with long-term momentum." In premarket trading,Target Hospitality is up nearly 10%. On the year, the stock has surged 91%, as of Friday's close. To frame Target Hospitality in an easy-to-understand way for investors: It is creating mobile camps for workers on data center projects. And likely to see more contracts given hyperscalers will spend an estimated $700 billion in capex this year… The other read here is that the data center boom is hitting the real economy, whether through mobile worker camps in this case, power solutions (read the CAT report), or a long list of other areas. About one year ago, UBS outlined that the data center boom would filter into the real economy in the first half of 2026 (read here). Just imagine if the Harris regime and Democrats were in power. They would likely have slowed data center buildouts, and the US economy would have entered an economic downturn. ### 相关股票 - [TH.US](https://longbridge.com/zh-CN/quote/TH.US.md) - [UBS.US](https://longbridge.com/zh-CN/quote/UBS.US.md) ## 相关资讯与研究 - [Target Hospitality (TH) 在达成重大 AI 基础设施协议并上调业绩指引后股价上涨 21.7%——牛市的情况是否有所改变？](https://longbridge.com/zh-CN/news/286679837.md) - [Target Hospitality｜8-K：2026 财年 Q1 营收 72.78 百万美元不及预期](https://longbridge.com/zh-CN/news/285926715.md) - [南方基金数据中心 REIT 上市未满一年：高溢价之后，换将与扩募接踵而至](https://longbridge.com/zh-CN/news/287069140.md) - [三星工人不干了，AI 黑利全让普通人吃了？](https://longbridge.com/zh-CN/news/287066715.md) - [人工智能经济重塑美国梦，蓝领工人迎来发展良机](https://longbridge.com/zh-CN/news/286916827.md)