$VRT · Invest with Henry · 2026-10-27
VRT较峰值下跌49%，而上季度EPS增长60%，预计明年增长约36%；自7月以来分析师已上调预期，而股价走势相反——说话者称这是巨大机会。他非常乐观地认为，英伟达新的服务器电源系统（VRT设备将于今年年底到位）是该股上涨的重要催化剂。风险确实存在：上季度因大型项目延迟导致销售不及预期，且该股波动幅度约为大盘的两倍；他将等待10月28日的财报后再做决定。
逐段跳播
这三只股票是 Vertiv，
Well, the three stocks are Vertiv,
事实上，我关注的这三只股票较峰值下跌了44%到49%。因此，这些股票被抛售得如此之多，我认为它们代表着巨大的机会。
In fact, the three stocks I follow are down between 44% and 49% from their peaks. Therefore, these shares have been sold so much that I believe they represent a huge opportunity.
Vertiv 就是其中之一。它比最高水平低了49%。所以，Vertiv 实际上是一家专注于能源和冷却领域的公司。
Vertiv is one of them. It is 49% lower than its highest level. So, Vertiv is actually a company specializing in the field of energy and cooling.
Vertiv、Nebius 和 Bloom Energy。好，我们来稍微谈谈 Vertiv，也就是 VRT。这家公司在能源和冷却领域拥有显著优势。
Umam, Vertief, Nebius, and Bloom Energy. Okay, let's talk a little about Vertief or VRT. This company has a significant advantage in the fields of energy and cooling.
因此，Vertiv 销售的是让那些芯片持续运行的电源和冷却系统。它最大的一笔交易是以14亿美元收购了一家在数据中心旁边提供能源解决方案的公司。
Therefore, Vertief sells power and cooling systems that keep those chips running . Its biggest deal was the $1.4 billion purchase of a company that makes energy solutions next to data centers.
从2027年开始，Nvidia 将改变向 AI 服务器供电的方式，而 Vertiv 的设备会在今年年底前到位。所以，我对此非常乐观。我相信，Nvidia 服务器的新供电系统以及预计年底到位的 Vertiv 设备，将成为这只股票上涨的重要催化剂。
Nvidia is changing the way power is delivered to AI servers starting in 2027, with Vertiv equipment arriving by the end of this year . So, I am very optimistic about that. I believe that the new power system for Nvidia servers and Vertiv equipment expected by the end of the year will be an important catalyst for the rise of this stock.
是的，关于 Vertiv，你可以看到这里它的股价曾超过每股370美元。毫不夸张地说，股价在约3个月内下跌了37%。
Um, yes, regarding Vertiv, you can see here that it was trading at over $370 per share. Literally , the price has dropped by 37% in about 3 months.
所以，看到这样的股价下跌，我很震惊，因为上一季度每股收益实际上增长了60%，而且预计明年盈利将增长约36%。
So, when I look at this price drop, it's shocking because earnings per share actually rose by 60% in the last quarter, and earnings are expected to grow by about 36% next year.
因此，我对这只股票的现状印象深刻。这是一个相当奇怪的现象，因为 Vertiv 的每股收益上一季度实际上跃升了60%。
Therefore, I am impressed with the current stock situation. This is a rather strange phenomenon, because Vertief's earnings per share actually jumped by 60% in the last quarter.
分析师现在预计明年利润将增长36%。所以，他们从7月起就上调了预期，但股价却朝着完全相反的方向走。这是一家好公司，但这里有一个意料之外的因素。好？风险是真实存在的。
Analysts now expect profits to grow by 36% next year. So, they raised expectations since July, but the stock has gone in the exact opposite direction. Well, it's a good company , but there's an unexpected element here. Good? The risks are real.
上一季度销售额低于预期，因为一些大型项目被推迟，当天股价下跌了超过13%。Vertiv 的股价波动幅度也几乎是市场的两倍。这意味着“beta”系数等于二。
Sales came in lower than expected in the last quarter because some large projects were delayed, and the stock fell by more than 13% that day. Vertief's stock also fluctuates almost twice as much as the market .
This means that the "beta" coefficient is equal to two.
因此，他们将在10月28日公布业绩，这个日期非常近。所以我会再等一等，但我对这只股票非常感兴趣，而且我大概率会在业绩公布后，尽快向我的 Discord 社群公布我对这只股票的决定。
Therefore, they will announce their results on October 28, which is a very soon date . Um, so I'll wait a little while, but I'm very interested in the stock, and I'll likely announce my decision on the stock to my Discord community as soon as the earnings are announced.
正如你在这里看到的，屏幕上显示的 Vertiv，报告将在两天后发布。所以，等等。
As you can see here for Vertiv, which is shown on the screen, the report will be released in two days. So wait.