[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio72937809":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio72937809","伯恩斯坦：数据中心冷水机组短期无“生存危机”-仍看好特灵科技(TT)、江森自控(JCI)","\u002Fdoc\u002Fdcio72937809","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，伯恩斯坦最新发布的数据中心冷水机组行业调研报告显示，市场对下一代AI数据中心架构是否需要冷水机组的担忧正在升温，但通过对5位超大规模云厂商、新型云服务商及主机厂采购负责人的访谈，该行认为冷水机组需求依然强劲、供应持续紧张，短期内不存在被替代的“生存危机”。伯恩斯坦维持特灵科技(TT)“跑赢大盘”评级、目标价555美元，维持江森自控(JCI)“跑赢大盘”评级、目标价194美元，给予开利(CARR)“与大盘持平”评级、目标价63美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>需求强劲，供应紧张交付周期最长约12至18个月\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>专家指出，冷水机组交付周期最长达约12至18个月，且过去约1至1.5年普遍拉长。瓶颈不仅在于主机厂产能，还涉及风扇、压缩机、控制等关键子部件，以及定制化与工程要求。部分缓解可能随着主机厂扩产和子部件采购约束放松而出现，但短期供应仍然紧张。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>江森自控在大型冷水机组\u002F暖通空调主机厂中评分最高\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在伯恩斯坦的专家评分卡中，江森自控综合排名最高，开利和特灵紧随其后。江森自控在产品\u002F服务能力方面获得特别积极的反馈，包括其广泛的外勤服务网络。开利在服务能力上也表现良好，但功能\u002F交付方面的反馈较为分化。特灵的产品功能\u002F质量保持稳健，但专家对其成本\u002F交付的评价较低，其中一位专家提到供应商采购订单延迟\u002F内部协调问题(涉及Stellar的冷水机组制造部门)。日本大金通常被认为具有成本竞争力且功能\u002F质量扎实，但交付反馈分化。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>服务重要，但并非主机厂的护城河\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>主机厂在保修期内\u002F关键任务工作中仍是首选，但多数专家在保修期后愿意使用第三方服务商，理由是带宽更大、响应更快、地理邻近性更强，有时成本更低。一位专家认为第三方服务商更有能力满足严格的响应时间要求(某些超大规模云厂商要求约4小时)。这与伯恩斯坦此前对冷水机组主机厂服务版图的梳理相呼应江森自控拥有最大的北美商业服务网络，达270个网点，特灵为143个，开利为88个，不过三者均覆盖了现有数据中心容量的绝大部分(30英里半径内约80%以上)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>冷水机组短期不会消失，但边际需求或减少\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>专家一致指出，受气候、工作负载组合以及可靠性\u002F冗余要求等因素制约，冷水机组短期内无法被完全替代。干冷器在较热气候(如凤凰城、达拉斯)效果较差，并非所有工作负载都采用液冷，且机械制冷对更广泛的设施及电气设备仍有意义。因此，接受访谈的运营商在多年路线图的未来设计中，仍继续为冷水机组编列预算。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]