$nVent Electric(NVT)$ 如火如荼的数据中心产业链

NVT’s 2Q topline and EPS results coupled with NVT’s raised ’25 outlook we think demonstrates good traction as the company’s transformed portfolio and ongoing growth investments support accelerating growth. With data center and power utilities related end markets that now comprise ~40% of NVT’s revenue we think poised for accelerated growth extending into ’26 and