VRT · Vertiv Holdings CoVertiv Holdings Co
📋 介绍800V HVDC相关公司的财务数据及积压订单情况，涵盖了SiC、GaN、功率半导体和电源基础设施领域的关键公司
介绍800V HVDC相关公司的财务数据及积压订单情况，涵盖了SiC、GaN、功率半导体和电源基础设施领域的关键公司。
Evidence & details
- +Salesperson at Vertiv booth stated 'our stock price is very high'
- +Reply asserts that high profit margin means Vertiv is the focus of everyone's next grab
- ⚡Entry of new competitors aiming to capture high margins
- −Margin compression from intensified competition
Chart
Post Timeline · 2 posts
@Ah000y @Vertiv 真的 我也是这个感觉。但也说明这个利润率高，是下一步大家争抢的重点
Thesis: Vertiv's high profit margins will attract increased competition, potentially compressing margins and pressuring the stock.
今天在 @Vertiv 的展位聊了很久，聊天的最后业务员问我：“你怎么不问我那个问题？” 我说：“哪个问题？” 他说：“就是我们的股价还会不会涨？” 我问：“那你知道么？” 他说：“我不知道呀，但是所有人都问我。我是觉得我们的股价很高了。” 看事物还是要有点距离，要有点朦胧美。
Thesis: Vertiv's own salesperson believes the stock price is very high, suggesting potential overvaluation.
Vertiv benefits from AI data center buildout and power infrastructure constraints, with strong revenue and margin growth.
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