Bernstein is optimistic about Siemens, Siemens Energy, and Schneider Electric, believing that the expansion of data centers will drive demand for power equipment.
Ai Focus
Bernstein releases a list of key recommendations for the European capital goods industry, stating that global investment in data center infrastructure continues to grow, which will drive demand for power systems, energy infrastructure, and industrial automation equipment. It also gives Siemens, Siemens Energy, and Schneider Electric a rating of "outperforming the market."
On November 3rd, Bernstein ( Bernstein ) announced a list of top recommended stocks in the European capital goods industry, stating that the continuous growth in global data center infrastructure investment will drive demand for power systems, energy infrastructure, and industrial automation equipment. The firm is particularly optimistic about three companies: Siemens, Siemens Energy, and Schneider Electric, all of which have been rated as "outperforming the market."
Specifically, Bernstein has set a target price of 330 euros for Germany's industrial conglomerate Siemens ( Siemens ), believing that its electrical equipment and automation business is expected to benefit from the growing investment in data center construction.
Bernstein has set a target price of 210 euros for Siemens Energy ( Siemens Energy ), expressing optimism about the growth in electricity demand driven by data center expansion and related investments in energy infrastructure.
Bernstein has set a target price of 340 euros for Schneider Electric ( Schneider Electric ), a French electrical equipment manufacturer, believing that AI and the construction of data center infrastructure will continue to drive demand for electrical systems, bringing growth opportunities for the company.
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