[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioaebc9105":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"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,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioaebc9105","Enphase(ENPH)单日暴涨近18%！高盛看好数据中心变压器机遇并上调目标价","\u002Fdoc\u002Fdcioaebc9105","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，Enphase Energy(ENPH)周四股价大涨17.8%，触及63.28美元的52周新高。此前一日，高盛发布报告，探讨固态变压器技术及该公司把握这一机遇的能力。尽管Enphase股价已大幅上涨并创出52周新高，高盛维持对Enphase(ENPH)的“买入”评级，并将目标价从此前的51美元上调至57美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">高盛分析师Brian Lee指出，随着未来几年现代数据中心按照英伟达路线图向800V直流架构演进，人工智能数据中心对功率转换技术的需求机遇正逐步显现。多家科技企业已计划推出先进的变压器技术，以满足未来AI数据中心对效率、可靠性及更高功率的要求。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Lee表示，在固态变压器这条新兴赛道上，电力逆变器供应商天然具备技术迁移能力。Enphase与SolarEdge(SEDG)已明确计划在2025年底前推出产品样机，抢占先发优势。Lee表示“向800V直流架构转型的路线图显示，首批部署最早可能于2028年启动，这已引发固态变压器的商用化竞赛。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">与此同时，行业传统电力巨头如ABB(ABBNY)、GE Vernova(GEV)以及西门子(SIEGY)也在积极布局相应解决方案。不过，Lee认为Enphase凭借其在微型逆变器领域的数字化控制与模块化设计经验，有望在这一轮数据中心供电架构升级中占据一席之地。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Lee预计，2030年固态变压器总可寻址市场规模约为10吉瓦，对应的收入机遇高达50亿美元。基于低端和高端情景假设，他测算Enphase(ENPH)的收入潜力最高可达9.1亿美元，2030年每股收益增量可能在0.21至1.75美元之间。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">这意味着，即便只是中等程度的市场渗透，固态变压器也有望成为Enphase除传统户用储能及逆变器业务之外的全新增长极。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Lee认为，市场对AI数据中心电力基础设施的投资热情尚未完全反映Enphase在变压器领域的转型潜力，未来数月随着产品样机亮相，估值仍有进一步修复空间。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，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模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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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\" target=\"_blank\" 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":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"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","编辑","编辑视频","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"]