智通财经APP获悉，美国能源基础设施服务商广达服务(PWR.US)周四强势上涨，成为标普500指数中表 现最亮眼的股票之一，单日涨幅高达9.3%，收于319.82美元。而同样在财报公布后上涨的微软 (MSFT.US)今日涨幅为7.63%。尽管年初以来广达服务涨幅仅为1.2%，该股过去12个月已累计上涨超过 25%。 此次大涨主要受益于公司一季度财报超出市场预期以及全年业绩指引上调的提振。随着美国电力需求持 续上升，这家总部位于休斯顿的能源承包商也正迎来更强劲的发展势头。 财报超预期 收入与盈利双双报喜 尽管财报表现强劲，Quanta也指出，由于总统特朗普推行的关税政策及对外贸易关系紧张，宏观经济前 景存在不确定性，公司担忧这可能引发衰退风险。 不过公司强调，大多数合同条款限制了其直接承担因关税上涨带来的成本，但客户自身的供应链成本和 运营压力可能会影响后续项目的开展。 为应对潜在风险，Quanta表示，已采取措施优化自身供应链，包括"战略性提前采购"和寻找新的供应 商，以降低成本并保障物料供应。 上调全年指引 乐观展望未来 尽管面临宏观挑战，Quanta管理层仍保持谨慎乐观态度，并在此次财报中上调了全年业绩预 ...

Investment Rating - The report does not explicitly state an investment rating for the specialized equipment industry or the specific company involved [1]. Core Insights - The company, Yiyiwang, is a leading provider of digital economy infrastructure services in China, having served over 5,000 industry-leading clients and operated more than 80 edge data center nodes across nearly 20 provinces [20]. - The demand for data centers is expected to increase due to the development of domestic AI models, which will accelerate the adoption of AI technologies [21]. - The specialized equipment market is driven by factors such as the demand for equipment upgrades from large clients, the trend of equipment iteration among small and medium clients, and the ongoing import substitution process due to high-quality domestic equipment [22]. Summary by Sections 1. Basic Research Information - The research was conducted on Nanjing Xingsheng Co., focusing on the specialized equipment industry, with the meeting held on March 12, 2025 [13]. 2. Detailed Research Institutions - Various institutions participated in the research, including Zhongzai Asset, CITIC Prudential Fund, and Yinhua Fund, among others [14][15]. 3. Research Institution Proportions - The research institutions comprised 79% fund management companies, 13% insurance asset management companies, and 8% securities companies [16][17]. 4. Main Content Information - Yiyiwang's business planning includes expanding IDC scale and resources, enhancing sales of self-built data center cabinets, and deepening cooperation with major operators and internet companies [21]. - The company has seen a significant increase in overseas sales, with over 25% of specialized equipment sales now coming from international markets, particularly in BRICS and Belt and Road countries [22].