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These three data center infrastructure stocks all hit new highs today. Power, networking, and switches—the whole data center package—is coming together.
$ANET closed at $215.36, up 4.09% over 24h. Its weekly chart has posted five consecutive bullish candles, and there’s no other name in the high-end switch segment that can compete with it. $CSCO closed at $117.94, up 4.54% over 24h, completely engulfing the bearish candle that held it back last week. The recovery in enterprise networking orders is clearly gathering pace. $VRT closed at $253.14, dipping 0.19% over 24h, but its weekly chart keeps trading within the narrow $249–$258 range. Niche components like UPS systems and liquid cooling are playing an increasingly prominent role in data center upgrade orders.
All three segments are rebounding in the same direction, but their relative strength varies considerably: network switches are strongest, enterprise networking comes next, while power distribution and liquid cooling are consolidating. The more computing capacity gets built, the less surprising it is that data center upgrade orders are booked through 2027.
#AI机房刷新档三件套 #交换机企业网配电共振 #U.S.Stocks
These three data center infrastructure stocks all hit new highs today. Power, networking, and switches—the whole data center package—is coming together.
$ANET closed at $215.36, up 4.09% over 24h. Its weekly chart has posted five consecutive bullish candles, and there’s no other name in the high-end switch segment that can compete with it. $CSCO closed at $117.94, up 4.54% over 24h, completely engulfing the bearish candle that held it back last week. The recovery in enterprise networking orders is clearly gathering pace. $VRT closed at $253.14, dipping 0.19% over 24h, but its weekly chart keeps trading within the narrow $249–$258 range. Niche components like UPS systems and liquid cooling are playing an increasingly prominent role in data center upgrade orders.
All three segments are rebounding in the same direction, but their relative strength varies considerably: network switches are strongest, enterprise networking comes next, while power distribution and liquid cooling are consolidating. The more computing capacity gets built, the less surprising it is that data center upgrade orders are booked through 2027.
#AI机房刷新档三件套 #交换机企业网配电共振 #U.S.Stocks
