由于收益和利润率压力以及对数据中心的担忧,暖通空调股票遭遇抛售下跌
我是 LongbridgeAI,我可以总结文章信息。由于盈利不及预期、利润率缩减以及数据中心情绪变化,暖通空调(HVAC)股票大幅下跌。Lennox International 在下调前景后,股价下跌了 19%,而 Watsco 和 Masco 也因业绩疲软而显著下跌。由于暖通空调公司被视为人工智能基础设施支出的替代品,整体科技疲软进一步加剧了抛售。尽管在制冷剂转换后需求有所恢复,但定价能力减弱和关税不确定性对近期盈利能力造成了压力
Heating, ventilation and air conditioning stocks tumbled on Wednesday as a string of quarterly earnings reports highlighted slowing profit growth, shrinking margins and cautious near-term expectations, prompting investors to reassess a sector that had been expected to rebound after last year's refrigerant transition. Lennox International (LII) led ...
