Vertiv Holdings

題材歸屬

• 800V HVDC 題材 — AI 機櫃電力架構的世代交替hotSecondary

  800 VDC MGX reference architecture（電力＋冷卻整合），純度高（資料中心電力與冷卻為本業）

在 research 中被提到

• Rubin 液冷供應鏈——AVC、Cooler Master、Jentech、Delta 誰拿到什麼

  …點名，但市場推測會接補單；目前先列為 secondary。 ## CDU：仍是美廠主導 CDU 比冷板技術門檻高（精密泵浦、漏液偵測、redundancy 設計），目前 Rubin 平台主流 CDU 供應商： - **Vertiv (VRT)**——主力，受惠最大，2026 Q1 法說已預告 Rubin 拉貨從 Q3 開始。 - **Motivair**——私人公司，但與 Boyd Industries 合作擴產。 - **Delta**——少量切入，從台廠 OEM 模…

財報 highlight

法說 / IR events

競爭對手

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在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端，不一定是競爭關係。

• 台達電2308.TW

新聞 timeline

• Vertiv Holdings Co. - Investor relations
  2026-07-18 · investors.vertiv.com

  Vertiv is a global leader in critical digital infrastructure for applications in data centers, communication networks, and commercial and industrial environments. As businesses, industries, and communities become more connected, we pioneer and deliver end-to-end power and cooling technologies to help our customers stay resilient, optimized, and future-ready. With our industry-leading innovative technologies and global services network, we are fueling the revolution of the digital world - keeping technology ecosystems running efficiently and without interruption. The world depends on data we power and cool™. | | Subscribe to get the latest trends in technology | | | | --- | --- | | Receive regular updates on the most important topics in the industry, with latest discussions and expert i

• Vertiv Holdings Co Class A (VRT)
  2026-07-18 · morningstar.com

  [](https://www.morningstar.com/login?destination=https://www.morningstar.com/stocks/xnys/vrt/quote). * [Stocks](https://www.morningstar.com/stocks). * [Stocks](https://www.morningstar.com/stocks). * [Help](https://www.morningstar.com/help-center). * [All Products and Services](https://www.morningstar.com/business). 2. [Stocks](https://www.morningstar.com/stocks). * [Summary](https://www.morningstar.com/stocks/xnys/vrt/quote). * [Chart](https://www.morningstar.com/stocks/xnys/vrt/chart). * [News](https://www.morningstar.com/stocks/xnys/vrt/news). * [Price vs Fair Value](https://www.morningstar.com/stocks/xnys/vrt/price-fair-value). * [Sustainability](https://www.morningstar.com/stocks/xnys/vrt/sustainability). * [Trailing Returns](https://www.morningstar.com/stocks/xny

• Vertiv: VRT Stock Price Quote & News | Robinhood
  2026-07-18 · robinhood.com

  # Vertiv. ### Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. With a market cap of 113.01B, Vertiv(VRT) trades at $290.50. The stock has a price-to-earnings ratio of 76.46 and currently yields dividends of 0.07%. As of 2026-07-16, Vertiv(VRT) stock has fluctuated between $287.53 and $301.28. The current price stands at $290.50, placing the stock +1.0% above today's low and -3.6% off the high. The Vertiv(VRT)'s current trading volume is 5.02M, compared to an average daily volume of 4.59M. During the past year, Vertiv(VRT) stock moved between $118.70 at its lowest and $379.94 at its peak. This list is generated by looking at the six larger an

• VRT Stock Price and Chart — NYSE:VRT — TradingView
  2026-07-18 · tradingview.com

  # Vertiv Holdings, LLC. ## Compare with Vertiv Holdings, LLC. ## Key facts today. ## Key stats. ## Upcoming earnings. ## Employees. ## Profile. ## Financials. ## News. ## Technicals. ## Analyst rating. ## Seasonals. ## Highest yielding bonds. ## ETFs holding the stock. ## Frequently asked questions. Select market data provided by ICE Data Services. Select reference data provided by FactSet. Copyright © 2026 FactSet Research Systems Inc.Copyright © 2026, American Bankers Association. CUSIP Database provided by FactSet Research Systems Inc. All rights reserved. SEC filings and other documents provided by Quartr.© 2026 TradingView, Inc.

• Vertiv Holdings Co (VRT)
  2026-07-18 · finance.yahoo.com

  2. Best 0% APR cards. 3. Best balance transfer cards. 2. Best high-yield savings accounts. 3. Best money market accounts. 4. Best free checking accounts. 2. Tax brackets and rates. # Vertiv Holdings Co (VRT). ## News headlines Vertiv (VRT) is experiencing mixed sentiments among investors, with valuation metrics suggesting it may be **14% undervalued** despite a high P/E ratio. The U.S. sustainable data center market is projected to grow significantly, which could benefit Vertiv as it navigates challenges in cash generation and integration. Vertiv (VRT) is experiencing mixed sentiments among investors, with valuation metrics suggesting it may be **14% undervalued** despite a high P/E ratio. Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies a