异动解读 | 小摩看好AIDC业务增长及海外扩张潜力,威胜控股盘中大涨8.44%

异动解读
Mar 05

威胜控股(03393)今日盘中大涨8.44%,股价表现强劲。

消息面上,小摩发布研报指出,威胜控股正大幅增加对AIDC(人工智能数据中心)电气设备的业务敞口。公司利用与中国数据中心运营商的合作关系,积极拓展该领域业务,小摩预测其数据中心设备收入在2025至2028年间将增长约三倍。

此外,凭借海外扩张、新产品供应及良好的成本控制,公司过去数年盈利增长稳健,并有望在未来几年维持高增长态势。这些积极因素共同提振了市场信心,推动了股价的显著上涨。

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