VRTVertiv
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Serenity @aleabitoreddit
专注 AI 光通信与半导体供应链研究，擅长从产业链与公司基本面寻找高赔率机会。长期跟踪 CPO 与光模块产业链，持续输出 SIVE、AAOI、LITE、POET 等标的的深度观点。
结论速览
VRT 整体偏多（看多 1 · 看空 0）
Vertiv被标记为受NVIDIA和谷歌推动的800V直流技术加速采用的受益者。
最近发言：2026/07/05 13:38 · 信心分 4/10
8-10 分观点使用大徽标▲ 看多▼ 看空● 提及
历史观点（2 条，最新在上）
- English · 原文Looks like there's a high power cylindrical cell / BBU cell shortage (aka: bottleneck): - Samsung SDI supplies the cells to Simplo, which assembles them into BBUs for $META to $AMZN. - As demand from data centers has increased, production of Samsung SDI's cylindrical cells has also risen sharply. - Industry sources said Panasonic, Samsung are experiencing supply shortages for BBU cells. So main beneficiaries imo look like: - Samsung SDI (KRX: 006400) / Panasonic Energy as cleaneset winners - Murata (6981) / this keeps showing up everywhere with MLCC and others lol - LG Energy (KRX: 373220) / incoming There's not really much direct US players? But adjacent read through like $VRT, $ETN or $BWA / $ENS. Not quite in my domain emphasis cup of tea though. I wouldn't conflate this as all shortages having a massive TAM, but there could be opportunities...中文 · 翻译看来，大功率圆柱形电池 / BBU 电池好像短缺了 (也就是：瓶颈)： - 三星 SDI 向 Simplo 供应电池，后者将电池组装成 BBU，供货给 $META 和 $AMZN。 - 随着数据中心需求的增加，三星 SDI 圆柱形电池的产量也大幅上升。 - 业内人士称，
- English · 原文$NVDA and $GOOGL lead 800V DC ahead of schedule. "Ahead of schedule", pulled up to Q3 2026 with small volume shipments starting . - Delta Electronics (2308), $VRT - Song Chuan Precision (7788) - Schneider Electric, Eaton, Siemens. All flagged as beneficiaries. "Market sources indicate that Nvidia’s Vera Rubin platform and Google’s next-generation AI data centers will be the first to adopt the technology" Source: Commercial Times The power semi trade should be happy to hear this.中文 · 翻译$NVDA 和 $GOOGL 提前引领 800V 直流电。 "提前于原计划"，已提前至 2026 年 Q3，小批量出货即将开始。 - 台达电子 (2308)，$VRT - 松川精密 (7788) - 施耐德电气、伊顿、西门子。 全都被列为受益方。 "市场消息指出，Nvidia 的 Vera Rubin 平台和 Google 的下一代 AI 数据中心将率先采用这项技术" 来源：工商时报 做功率半导体的应该听了会开心。
在其他光模块产业链标的上也有持续观点
VRT 之外，以下标的同样收录于其观点库：