{"id":713,"date":"2026-04-25T12:26:32","date_gmt":"2026-04-25T12:26:32","guid":{"rendered":"https:\/\/equitiesorbis.com\/%e7%bb%b4%e8%b0%9b%e6%8a%80%e6%9c%af-vertiv-vrt%ef%bc%9a%e5%8a%a9%e5%8a%9b-ai-%e9%a9%b1%e5%8a%a8%e5%9e%8b%e5%9f%ba%e7%a1%80%e8%ae%be%e6%96%bd%e7%9a%84%e4%b8%ad%e6%9e%a2\/"},"modified":"2026-06-08T19:10:56","modified_gmt":"2026-06-08T19:10:56","slug":"%e7%bb%b4%e8%b0%9b%e6%8a%80%e6%9c%af-vertiv-vrt%ef%bc%9a%e5%8a%a9%e5%8a%9b-ai-%e9%a9%b1%e5%8a%a8%e5%9e%8b%e5%9f%ba%e7%a1%80%e8%ae%be%e6%96%bd%e7%9a%84%e4%b8%ad%e6%9e%a2","status":"publish","type":"post","link":"https:\/\/equitiesorbis.com\/zh-hans\/%e7%bb%b4%e8%b0%9b%e6%8a%80%e6%9c%af-vertiv-vrt%ef%bc%9a%e5%8a%a9%e5%8a%9b-ai-%e9%a9%b1%e5%8a%a8%e5%9e%8b%e5%9f%ba%e7%a1%80%e8%ae%be%e6%96%bd%e7%9a%84%e4%b8%ad%e6%9e%a2\/","title":{"rendered":"\u7ef4\u8c1b\u6280\u672f (Vertiv, VRT)\uff1a\u52a9\u529b AI \u9a71\u52a8\u578b\u57fa\u7840\u8bbe\u65bd\u7684\u4e2d\u67a2"},"content":{"rendered":"\n<p>\u5728\u4e0d\u65ad\u6f14\u8fdb\u7684\u6570\u5b57\u57fa\u7840\u8bbe\u65bd\u9886\u57df\uff0c<strong>\u7ef4\u8c1b\u6280\u672f\u63a7\u80a1\u516c\u53f8 (Vertiv Holdings Co., VRT)<\/strong> \u662f\u652f\u6301\u73b0\u4ee3\u6570\u636e\u4e2d\u5fc3\u548c\u7f51\u7edc\u7269\u7406\u5c42\u7684\u5173\u952e\u63a8\u52a8\u8005\u3002\u968f\u7740\u4eba\u5de5\u667a\u80fd (AI)\u3001\u4e91\u8ba1\u7b97\u548c\u9ad8\u5bc6\u5ea6\u6570\u636e\u5904\u7406\u9700\u6c42\u7684\u6fc0\u589e\uff0c\u5bf9\u7a33\u5065\u3001\u9ad8\u6548\u4e14\u53ef\u6269\u5c55\u7684\u57fa\u7840\u8bbe\u65bd\u89e3\u51b3\u65b9\u6848\u7684\u9700\u6c42\u8fbe\u5230\u4e86\u524d\u6240\u672a\u6709\u7684\u9ad8\u5ea6\u3002\u7ef4\u8c1b\u6280\u672f\u4e13\u6ce8\u4e8e\u7535\u6e90\u548c\u70ed\u7ba1\u7406\uff0c\u5e76\u51ed\u501f\u5176\u5728\u6570\u636e\u4e2d\u5fc3\u7269\u7406\u57fa\u7840\u8bbe\u65bd (DCPI) 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class=\"wp-block-heading\">\u516c\u53f8\u6982\u51b5<\/h2>\n\n<p>\u7ef4\u8c1b\u6280\u672f\u662f\u5168\u7403\u9886\u5148\u7684\u5173\u952e\u57fa\u7840\u8bbe\u65bd\u6280\u672f\u548c\u670d\u52a1\u63d0\u4f9b\u5546\uff0c\u670d\u52a1\u4e8e\u6570\u636e\u4e2d\u5fc3\u3001\u901a\u4fe1\u7f51\u7edc\u4ee5\u53ca\u5546\u4e1a\u548c\u5de5\u4e1a\u73af\u5883\u3002\u516c\u53f8\u7684\u4e1a\u52a1\u7ec4\u5408\u6838\u5fc3\u5728\u4e8e<strong>\u7535\u6e90\u7ba1\u7406\u3001\u70ed\u7ba1\u7406\u548c\u6a21\u5757\u5316\u57fa\u7840\u8bbe\u65bd\u7cfb\u7edf<\/strong>\uff0c\u65e8\u5728\u6ee1\u8db3\u6570\u636e\u5bc6\u96c6\u578b\u5e94\u7528\u7684\u4e2d\u67a2\u9700\u6c42\u3002\u7ef4\u8c1b\u6280\u672f\u7684\u89e3\u51b3\u65b9\u6848\u786e\u4fdd\u4e86\u7cfb\u7edf\u7684\u8fd0\u884c\u65f6\u95f4\u3001\u6548\u7387\u548c\u53ef\u6269\u5c55\u6027\uff0c\u8fd9\u5728\u4f01\u4e1a\u548c\u8d85\u5927\u89c4\u6a21\u8fd0\u8425\u5546\u6269\u5c55\u5176\u6570\u636e\u5904\u7406\u80fd\u529b\u65f6\u662f\u4e0d\u53ef\u6216\u7f3a\u7684\u3002  <\/p>\n\n<p>\u7ef4\u8c1b\u6280\u672f\u7684\u5e02\u503c\u7ea6\u4e3a 1,242.4 \u4ebf\u7f8e\u5143\uff0c\u5f53\u524d\u80a1\u4ef7\u63a5\u8fd1 323.46 \u7f8e\u5143\uff0c\u5728\u57fa\u7840\u8bbe\u65bd\u548c\u7f51\u7edc\u5c42\u62e5\u6709\u4e3e\u8db3\u8f7b\u91cd\u7684\u5730\u4f4d\u3002\u5176\u5bf9 AI \u9a71\u52a8\u578b\u589e\u957f\u9886\u57df\u7684\u6218\u7565\u5173\u6ce8\u4ee5\u53ca\u901a\u8fc7\u5408\u4f5c\u4f19\u4f34\u9a71\u52a8\u7684\u751f\u6001\u7cfb\u7edf\u6269\u5f20\uff0c\u51f8\u663e\u4e86\u5176\u4f5c\u4e3a\u7269\u7406\u57fa\u7840\u8bbe\u65bd\u9886\u57df\u5173\u952e\u53c2\u4e0e\u8005\u7684\u89d2\u8272\u3002 <\/p>\n\n<h2 class=\"wp-block-heading\">\u8d22\u52a1\u8868\u73b0<\/h2>\n\n<p>\u7ef4\u8c1b\u6280\u672f\u6700\u8fd1\u7684\u5b63\u5ea6\u4e1a\u7ee9\u51f8\u663e\u4e86\u516c\u53f8\u5f3a\u52b2\u7684\u589e\u957f\u8f68\u8ff9\u30022026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u8425\u6536\u8fbe\u5230 26.5 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 30%\uff0c\u8868\u73b0\u4eae\u773c\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u6bcf\u80a1\u6536\u76ca (EPS) \u4e3a 1.17 \u7f8e\u5143\uff0c\u8d85\u8fc7\u4e86\u5206\u6790\u5e08\u9884\u671f\u7684 1.01 \u7f8e\u5143\u3002  <\/p>\n\n<p>\u5c3d\u7ba1\u5728\u4ea7\u80fd\u6269\u5f20\u548c\u521b\u65b0\u65b9\u9762\u6301\u7eed\u6295\u5165\uff0c\u7ef4\u8c1b\u6280\u672f 14.37% \u7684\u5229\u6da6\u7387\u4ecd\u53cd\u6620\u4e86\u5176\u5f3a\u5927\u7684\u8fd0\u8425\u6267\u884c\u529b\u3002\u7a33\u5065\u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u4e3a\u8fd9\u4e9b\u52aa\u529b\u63d0\u4f9b\u4e86\u652f\u6301\uff0c\u516c\u53f8\u62e5\u6709 25 \u4ebf\u7f8e\u5143\u7684\u73b0\u91d1\u50a8\u5907\uff0c\u503a\u52a1\u6743\u76ca\u6bd4\u4e3a 76.91%\uff0c\u5904\u4e8e\u53ef\u63a7\u6c34\u5e73\uff0c\u8868\u660e\u5728\u6fc0\u8fdb\u589e\u957f\u7684\u540c\u65f6\u4fdd\u6301\u4e86\u5ba1\u614e\u7684\u8d22\u52a1\u7ba1\u7406\u3002 <\/p>\n\n<p>\u4e0b\u8868\u603b\u7ed3\u4e86\u7ef4\u8c1b\u6280\u672f\u7684\u4e3b\u8981\u8d22\u52a1\u6307\u6807\uff1a<\/p>\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u6307\u6807<\/strong><strong><\/strong><\/td><td><strong>\u6570\u503c<\/strong><strong><\/strong><\/td><td><strong>\u8bc4\u8ff0<\/strong><strong><\/strong><\/td><\/tr><tr><td><strong>\u5e02\u503c<\/strong><strong><\/strong><\/td><td>$124.24B<\/td><td>\u5177\u5907\u663e\u8457\u89c4\u6a21\u7684\u5927\u76d8\u80a1\u5730\u4f4d<\/td><\/tr><tr><td><strong>\u5f53\u524d\u4ef7\u683c<\/strong><strong><\/strong><\/td><td>$323.46<\/td><td>\u53cd\u6620\u4e86\u5e02\u573a\u4fe1\u5fc3\u548c\u589e\u957f\u524d\u666f<\/td><\/tr><tr><td><strong>\u8425\u6536 (2026 Q1)<\/strong><strong><\/strong><\/td><td>$2.65B<\/td><td>\u5728 AI \u548c\u6570\u636e\u4e2d\u5fc3\u9700\u6c42\u7684\u63a8\u52a8\u4e0b\uff0c\u540c\u6bd4\u589e\u957f 30%<\/td><\/tr><tr><td><strong>\u6bcf\u80a1\u6536\u76ca (2026 Q1)<\/strong><strong><\/strong><\/td><td>$1.17<\/td><td>\u8d85\u51fa\u9884\u671f\uff0c\u663e\u793a\u51fa\u8fd0\u8425\u5b9e\u529b<\/td><\/tr><tr><td><strong>\u5229\u6da6\u7387<\/strong><strong><\/strong><\/td><td>14.37%<\/td><td>\u5904\u4e8e\u57fa\u7840\u8bbe\u65bd\u884c\u4e1a\u7684\u5065\u5eb7\u6c34\u5e73<\/td><\/tr><tr><td><strong>\u603b\u73b0\u91d1<\/strong><strong><\/strong><\/td><td>$2.5B<\/td><td>\u652f\u6301\u6269\u5f20\u548c\u6218\u7565\u4e3e\u63aa<\/td><\/tr><tr><td><strong>\u503a\u52a1\u6743\u76ca\u6bd4<\/strong><strong><\/strong><\/td><td>76.91%<\/td><td>\u6760\u6746\u9002\u4e2d\uff0c\u98ce\u9669\u72b6\u51b5\u5e73\u8861<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<h2 class=\"wp-block-heading\">\u4f30\u503c\u6307\u6807<\/h2>\n\n<p>\u5c3d\u7ba1\u8425\u6536\u589e\u957f\u5f3a\u52b2\u4e14\u5e02\u573a\u5b9a\u4f4d\u660e\u786e\uff0c\u7ef4\u8c1b\u6280\u672f\u7684\u4f30\u503c\u53cd\u6620\u4e86\u6295\u8d44\u8005\u5bf9\u5176\u6301\u7eed\u9ad8\u589e\u957f\u548c\u6280\u672f\u9886\u5148\u5730\u4f4d\u7684\u9884\u671f\u3002\u4e3b\u8981\u4f30\u503c\u6bd4\u7387\u5982\u4e0b\uff1a <\/p>\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u4f30\u503c\u6307\u6807<\/strong><strong><\/strong><\/td><td><strong>\u6570\u503c<\/strong><strong><\/strong><\/td><td><strong>\u884c\u4e1a\u80cc\u666f<\/strong><strong><\/strong><\/td><\/tr><tr><td><strong>\u5e02\u76c8\u7387 (TTM)<\/strong><strong><\/strong><\/td><td>81.27<\/td><td>\u5904\u4e8e\u9ad8\u4f4d\uff0c\u8868\u660e\u5b58\u5728\u589e\u957f\u6ea2\u4ef7<\/td><\/tr><tr><td><strong>\u8fdc\u671f\u5e02\u76c8\u7387<\/strong><strong><\/strong><\/td><td>52.08<\/td><td>\u4f4e\u4e8e\u6eda\u52a8\u5e02\u76c8\u7387\uff0c\u53cd\u6620\u4e86\u9884\u671f\u7684\u76c8\u5229\u589e\u957f<\/td><\/tr><tr><td><strong>\u5e02\u51c0\u7387 (mrq)<\/strong><strong><\/strong><\/td><td>29.27<\/td><td>\u8f83\u9ad8\uff0c\u51f8\u663e\u4e86\u65e0\u5f62\u8d44\u4ea7\u548c\u589e\u957f\u4ef7\u503c<\/td><\/tr><tr><td><strong>EV\/EBITDA<\/strong><strong><\/strong><\/td><td>53.99<\/td><td>\u6ea2\u4ef7\u500d\u6570\uff0c\u9884\u793a\u7740\u5f3a\u52b2\u7684\u76c8\u5229\u9884\u671f<\/td><\/tr><tr><td><strong>\u80a1\u606f\u7387<\/strong><strong><\/strong><\/td><td>0.08%<\/td><td>\u6781\u4f4e\uff1b\u91cd\u70b9\u5728\u4e8e\u518d\u6295\u8d44\u548c\u589e\u957f<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p>\u9ad8\u5e02\u76c8\u7387\u548c EV\/EBITDA 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