东方电气(01072)今日盘中大幅上涨5.48%，引起市场关注。
消息面上，花旗近日发布研究报告，将东方电气的目标价从45港元大幅上调20%至54港元，并维持“买入”评级，同时将其列为电力设备板块的首选股之一。花旗指出，东方电气潜在海外燃气轮机销售业务占比高，且国内核电及水力发电设备需求强劲，因此上调了其净利润预测。
此外，国际知名投资机构摩根士丹利(Morgan Stanley)近期也增持了东方电气股份，增持后持股比例上升至5.01%。投行上调评级与国际大行增持形成共振，有效提振了市场对该公司未来发展的信心。
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