{"id":371532,"date":"2026-09-08T21:54:20","date_gmt":"2026-09-08T21:54:20","guid":{"rendered":"https:\/\/www.europesays.com\/se\/371532\/"},"modified":"2026-09-08T21:54:20","modified_gmt":"2026-09-08T21:54:20","slug":"bank-of-america-ser-starkare-datacentertillvaxt-an-marknaden","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/371532\/","title":{"rendered":"Bank of America ser starkare datacentertillv\u00e4xt \u00e4n marknaden"},"content":{"rendered":"<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Bank of America bed\u00f6mer att marknaden underskattar tillv\u00e4xten f\u00f6r leverant\u00f6rer av elutrustning n\u00e4r den kraftiga ordering\u00e5ngen fr\u00e5n datacenter b\u00f6rjar omvandlas till int\u00e4kter under 2027-2028.\n <\/p>\n<p>Banken h\u00f6jer sina estimat f\u00f6r Schneider Electric med 2-5 procent, Siemens med 1-2 procent och Legrand med 6-8 procent f\u00f6r 2027-2028. Bakgrunden \u00e4r fortsatt stark utbyggnad av datacenter, d\u00e4r kapaciteten utanf\u00f6r Kina v\u00e4ntas v\u00e4xa med omkring 20 procent per \u00e5r fram till 2030.\n <\/p>\n<p>Bank of America h\u00f6jer riktkurserna f\u00f6r Schneider Electric till 362 euro, Siemens till 330 euro och Legrand till 138 euro.\n <\/p>\n<p>F\u00f6r ABB:s del h\u00f6js prognoserna f\u00f6r 2027-2028 med 1-3 procent efter fortsatt stark efterfr\u00e5gan inom Electrification, driven av datacenter, eln\u00e4t och annan kraftinfrastruktur. Banken bed\u00f6mer att marknaden underskattar hur l\u00e4nge den h\u00f6ga tillv\u00e4xten kan best\u00e5.\n <\/p>\n<p>Banken r\u00e4knar med att int\u00e4kterna inom Electrification blir 3 procent h\u00f6gre \u00e4n konsensus 2027 och 7 procent h\u00f6gre 2028, medan ordering\u00e5ngen v\u00e4ntas ligga 11\u201312 procent \u00f6ver konsensus. Int\u00e4ktstillv\u00e4xten inom aff\u00e4rsomr\u00e5det prognostiseras till 17 procent b\u00e5de 2026 och 2027 samt 15 procent 2028.\n <\/p>\n<p>Trots h\u00f6jda estimat s\u00e4nker Bank of America riktkursen f\u00f6r ABB till 81 schweiziska franc fr\u00e5n 86, efter att m\u00e5lmultipeln s\u00e4nkts till 21 fr\u00e5n 23 g\u00e5nger f\u00f6r f\u00f6rv\u00e4ntad ev\/ebita 2028.<br \/>\n <br class=\"col-start-2\"\/><\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Reno Santic<br \/>\n <br class=\"col-start-2\"\/><br \/>\n Nyhetsbyr\u00e5n Finwire<br \/>\n <br class=\"col-start-2\"\/><br \/>\n <a class=\"twitter-timeline\" data-width=\"1200\" data-height=\"1000\" data-dnt=\"true\" href=\"https:\/\/x.com\/Finwire?ref_src=twsrc%5Etfw\" rel=\"nofollow\">Posts by Finwire<\/a><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script><br \/>\n <br class=\"col-start-2\"\/><br \/>\n newsroom@finwire.se<\/p>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"Bank of America bed\u00f6mer att marknaden underskattar tillv\u00e4xten f\u00f6r leverant\u00f6rer av elutrustning n\u00e4r den kraftiga ordering\u00e5ngen fr\u00e5n datacenter&hellip;\n","protected":false},"author":2,"featured_media":371533,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[4993,72,70,71,43034,16687,34,26904,31,33,32,30],"class_list":["post-371532","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-abb","tag-business","tag-economy","tag-ekonomi","tag-legrand-sa","tag-schneider-electric","tag-se","tag-siemens","tag-svenska","tag-sverige","tag-sweden","tag-swedish"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/117237649641563434","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/371532","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=371532"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/371532\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/371533"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=371532"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=371532"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=371532"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}