[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio981b3189":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},"dcio981b3189","瑞银上调评级至“买入”！算力硬件公司Celestica-(CLS)获华尔街集体唱多，未来两年EPS复合增幅看至50%","\u002Fdoc\u002Fdcio981b3189","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，受全球人工智能基础设施建设潮提速推动，算力与数据中心硬件制造巨头 Celestica (CLS)近期再度成为华尔街大行的焦点。随着超大规模客户加速将数据中心升级至更高吞吐量架构，大行对这家关键“卖水人”的盈利展望大幅上调。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>瑞银分析师David Vogt在最新发布的研报中，将Celestica的股票评级从“中性”直接上调至“买入”，并将目标价从410美元调高至430美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>瑞银指出，市场对以太网交换机及AI\u002FML计算硬件的需求十分迅猛。更关键的是，Celestica 为 OpenAI 等头部AI巨头定制的1.6T机架级解决方案，将成为拉动公司中长期营收与盈利增长的核心引擎。瑞银保守预测，在强劲订单保障下，公司2026至2028日历年(CY26-CY28)的每股收益(EPS)复合年增长率(CAGR)将高达近50%，EPS有望从CY26的10.83美元攀升至CY28的24.72美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>一个月内投行密集唱多\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>除了瑞银之外，华尔街多家大行近期也陆续发布研报，对 Celestica 展现出“看好长远成长，紧盯短期资本运作”的整体格局。PriceTargets数据显示，当前23家覆盖机构中20家给出\"买入\"、1家\"强力买入\"、2家\"持有\"，无一家卖出；平均目标价438.86美元，最高预测510美元、最低300美元，共识评级为\"买入\"。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>摩根大通与Wolfe Research等机构维持高位目标价（475美元和485美元），强调云厂商在800G和1.6T网络基础设施上的资本开支超预期，Celestica作为核心制造合作商直接享受行业红利。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>巴克莱分析师Tim Long维持“增持”评级，但在8月初将目标价由430美元小幅下调至406美元。机构认为，这一微调主要反映了市场对近一月芯片供应链节奏与短期行业开支消化期的理性评估，并不影响其基本面逻辑。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>看多共识的核心AI基础设施订单兑现\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>华尔街集体看多的底层逻辑高度趋同——AI数据中心资本开支的多年度爆发，正在转化为CLS的实质性订单与盈利上修\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>一是高速网络硬件放量。Meta、亚马逊等超大规模云厂商对以太网交换机的需求持续强劲，CLS作为核心硬件代工商直接受益。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>二是AI专用计算硬件突破。公司为OpenAI供应的1.6T机架级解决方案，被视为2027年后EPS加速增长的关键驱动，瑞银预计至2029年营收复合年增速约39%，\"仍有上行空间\"。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>三是财务弹性增强。TD Cowen指出，CLS近期完成股权融资后，资产负债表显著强化，为2027财年充满挑战的供应链环境做足准备，管理层有足够空间应对潜在扰动，并与资金雄厚的亚洲原始设计制造商(ODM)有效竞争。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Celestica于8月初完成30亿美元的普通股增发计划，用于全球产能扩建。花旗与TD Securities等承销团队分析认为，增发短期内带来了股权稀释与股价震荡，但自筹与股权融资相结合能为其锁住未来数年超大规模客户的长期订单，加速市场将其从传统代工(EMS)向高壁垒“AI网络与算力解决方案提供商”的价值重估。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca 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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"]