Schwab Network 对 $VRT 的判断变化

频道资料 →频道引用的来源：BFA and JP Morgan、Baird、Bank of America、Barclays、Berenberg、Bernstein, with a Jefferies target cut noted、Bird (analyst firm)、CEO、CEO Joe Dominguez、Caner、Citi、Citigroup、Citizens、Daiwa、Dan Deming and Michael Monahan、Dan Ives、Deutsche Bank、Erit Research、Evercore ISI、Evercore ISI; Dan Ives、Goldman Sachs、JP Morgan Chase、JPMorgan、JPMorgan Chase、Jefferies、Jefferies, UBS and Citigroup、Jensen Huang; Dan Ives、Loop Capital、Mattie Natsson、Michael Saylor、Milius (analyst)、Morgan Stanley、Northrop、Oppenheimer、Oppenheimer, Freedom Broker、Oracle、Reddit CEO、Rothschild Redburn、SK Hynix、Seth、Tim Bigham、Tim and KG、Truist、UBS、Wall Street Journal、Wedbush、Wells Fargo、analysts共 2 条

Schwab Network 自 2026-10-19 起在 2 个视频里谈过 $VRT，最近一次（2026-10-26）为看涨。

2026-10-26看涨

《The Big 3: VRT, NBIS, RKLB》

AI 摘要 · Vertiv 是完美的 AI 电力标的：它提供 AI 数据中心所需的配电与冷却，包括英伟达功耗超过170千瓦的 Vera Rubin 系统；能源仍是 AI 抛售所忽视的稀缺资源，使 Vertiv 成为其最大受益者。该股今年跑赢大盘，涨幅不到25%；略高于200美元处，约190美元为支撑，跌破则可能下探160-165，周线支撑在170，首个阻力位在250。

在市场普遍上涨的背景下，你今天首选 Vertiv。你怎么看 Vertiv？是的，当 Jensen Huang、Elon Musk，以及现在的 Anthropic 都在说同样的话时，在我看来，Vertiv 是把握 AI 电力主题的完美选择，因为很明显，GPU 已经不再是供应问题。

我认为越来越多人知道，图形处理器实际上毫无用处，除非你能提供电力来运行它们，而 Vertiv 正是这方面的完美标的，因为它提供维持这些 AI 数据中心运转的配电和冷却系统。

You chose Vertiv as your first choice today with the market generally rising. How do you view Vertiv? Yes, I mean, when Jensen Huang, Elon Musk, and now Anthropic are saying the same thing, Vertiv, in my opinion, is the perfect choice to take advantage of the AI power theme , because it's clear that GPUs are no longer a supply problem .

I think it's becoming increasingly known that graphics processing units are practically useless unless you can provide electricity to run them, and Vertief is the perfect name for that because it provides the power distribution and cooling systems that keep these AI data centers running.

核查原话与来源

2026-10-19看跌

《The Big 3: VRT, CME, SMCI》

AI 摘要 · VRT本周可能因绿色锤子线、通道支撑以及RSI试图从超卖中回升而小幅反弹，但预计任何缺口回补之后，日线下跌趋势仍将延续；它高点下移，位于200日均线下方，并已跌破20周和50周均线，周线MACD偏空。

你今天选的第一只股票是Vertiv。他们参与建设AI数据中心，所以关于其可持续性有很多讨论。不过，自年初以来，它一直保持了约30%的盈利。

You chose Vertiv as your first stock today. I mean, they are involved in building AI data centers. So there is a lot of discussion about its sustainability. However, it has maintained a profit of about 30% since the beginning of the year.

是的，我打算做非常短线的操作，因为他们的财报将在下周发布。但如果你看年初，也就是2月，你会看到在199到200美元附近有一个很大的技术缺口。所以我现在不采取任何行动，因为这只股票目前交易在208或209美元。

但如果股价很快跌入那个区域，我考虑卖出一个本周到期的看跌期权价差。也就是说，这要在他们发布财报之前完成。我计划通过卖出197.5和192.5的看跌期权价差来收取约1.75美元。

Yes, I'm planning on this very short term because their earnings report will be released next week. But if you look at the beginning of the year , February, you will see that there is a large technical gap around $199 to $200.

So I'm not taking any action right now as the stock is now trading at $208 or $209. But if the stock drops into that area soon , I'm thinking of selling a put spread that expires this week.

That is, this is before their earnings report is released. I plan to raise about $1.75 by selling the 197.5 and 192.5 put spreads.

核查原话与来源