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PWR

NYQ 股策精挑入选日 2026-05-09 · 入选 50 天
Quanta Services, Inc.
工业 Engineering & Construction United States 官网
$687.87
-4.28% 当日
历史信号 1 次

资金风向证据链

重点观察 评分 85

未来6-24个月的高概率主线不是泛AI概念,而是政府采购最先兑现的国防IT/导弹、电网与数据中心供电、以及CHIPS资金叠加HBM/先进封装的半导体设备与存储。

业务受益关系
输配电、电网工程、可再生能源接入和大型负荷接入工程。
业绩 / 订单 / 估值
2026-04-30 Q1 net income $220.6M;FCF $184.4M;2026 revenue guide $34.7B-$35.2B。
主要风险:劳动力、项目执行、天气和监管许可影响收入确认。
研究快照
2026-05-18T12:00:00-05:00
查看资金风向

AI选股记录

AI事件选股 #10 评分 76 概率 54%

这个股票来自自动 AI 选股池。以后只要 CLI 写入新的 ticker,这里会自动生成个股页面,不需要手工补页面。

2026-06-22 · 历史验证
PWR

AI数据中心扩张带来输电、电网升级和施工能力需求,公司backlog和回购支撑中期预期。

观察计划:作为低AI纯度但高确定性基础设施候选,只在强技术确认下进入Top执行池。
风险提示:项目执行和劳动力成本会影响利润率; AI纯度低于芯片和云基础设施,短线弹性可能不足
该股票的历史 AI 入选记录
2026-06-22
AI事件选股 #10
PWR
AI数据中心扩张带来输电、电网升级和施工能力需求,公司backlog和回购支撑中期预期。
76
2026-06-17
AI事件选股 #5
PWR
AI数据中心电力需求推动输电、变电和工程服务需求;大额backlog提高未来收入可见度。
82
2026-06-15
AI事件选股 #7
PWR
AI数据中心扩张带来电力、输电和大型负载接入需求,Quanta以工程能力承接该周期。
78
2026-06-08
6个月股票 #2
PWR
排名第二,因为PWR把AI数据中心电力需求转化为更确定的工程和服务积压订单,机构持股高、业绩可见度强;但估值已经较高,适合等待回撤分批。
86
2026-06-08
6个月股票 #3
PWR
排名第3,因为它与AVGO、AMZN的芯片/云风险重叠较低,并有真实订单和上调指引支撑;但估值偏高、工程执行风险更大,所以仓位低于前两名。
78
2026-06-07
6个月股票 #3
PWR
排名第3,因为它与AVGO、AMZN的芯片/云风险重叠较低,并有真实订单和上调指引支撑;但估值偏高、工程执行风险更大,所以仓位低于前两名。
78
2026-06-06
6个月股票 #3
PWR
排名第3,因为它与AVGO、AMZN的芯片/云风险重叠较低,并有真实订单和上调指引支撑;但估值偏高、工程执行风险更大,所以仓位低于前两名。
78
2026-06-05
6个月股票 #3
PWR
排名第3,因为它与AVGO、AMZN的芯片/云风险重叠较低,并有真实订单和上调指引支撑;但估值偏高、工程执行风险更大,所以仓位低于前两名。
78
2026-06-04
6个月股票 #3
PWR
排名第3,因为它与AVGO、AMZN的芯片/云风险重叠较低,并有真实订单和上调指引支撑;但估值偏高、工程执行风险更大,所以仓位低于前两名。
78
2026-06-03
6个月股票 #3
PWR
排名第3,因为它与AVGO、AMZN的芯片/云风险重叠较低,并有真实订单和上调指引支撑;但估值偏高、工程执行风险更大,所以仓位低于前两名。
78
2026-06-02
6个月股票 #3
PWR
排名第3,因为它与AVGO、AMZN的芯片/云风险重叠较低,并有真实订单和上调指引支撑;但估值偏高、工程执行风险更大,所以仓位低于前两名。
78
2026-06-01
6个月股票 #3
PWR
排名第3,因为它与AVGO、AMZN的芯片/云风险重叠较低,并有真实订单和上调指引支撑;但估值偏高、工程执行风险更大,所以仓位低于前两名。
78
查看AI历史

基本信息

市值
$103.22B
市盈率 TTM
94.36
前瞻市盈率
41.79
股息率
6.00%
52周高点
$788.75
52周低点
$363.01
Beta
1.22
日均成交量
1.24M

成交结构

基于近 60 日量价数据观察资金强弱。

截至 2026-06-26
资金流强弱 MFI
29.6
偏空
Chaikin 资金流 CMF
-0.167
净流出
量能变化
5.08x
异动暴量
空头持仓比
2.91%
偏低

交易信号历史

按时间回看该股票被模型捕捉到的买点信号。

共 1 条
2026-05-12
动量强势
可买入
强度
+42.9%
信号价
$781.38
当前
-12.0%
止损 $687.61 止盈 $968.91

公司简介

Quanta Services, Inc. offers infrastructure solutions for the electric and gas utility, power generation, load center, manufacturing, communications, pipeline, and energy industries. The company's Electric Infrastructure Solutions segment engages in the design, procurement, construction, upgrade, repair, and maintenance of electric power transmission and distribution infrastructure and substation facilities; installation, maintenance, and upgrade of electric power infrastructure projects; installation of smart grid technologies on electric power networks; and design, installation, maintenance, and repair of commercial and industrial wirings. This segment offers aviation; emergency aerial firefighting services; emergency restoration; and other engineering and technical services; design and construction solutions to wireline and wireless communications, cable multi-system operators, technology companies, and other customers; engineering, procurement, new construction, and repair and maintenance services for renewable generation facilities; and training for electric workers, as well as training for the gas distribution and communications industries. Its Underground Utility and Infrastructure Solutions segment is involved in the transportation, distribution, storage, development, and processing of natural gas, oil, and other products, as well as owns and operates large load centers. This segment also engages in the design, engineering, procurement, construction, upgrade, and repair and maintenance services for natural gas systems; pipeline protection, integrity testing, rehabilitation, and replacement services; and catalyst replacement, high-pressure and critical-path turnaround, instrumentation and electrical, piping, fabrication, and storage tank services. The company was formerly known as Fabal Construction, Inc. and changed its name to Quanta Services, Inc. in November 1997. The company was incorporated in 1997 and is headquartered in Houston, Texas.

员工数量 69,500 总部 Houston, United States

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