9月2日，潍柴动力(02338.HK)盘中下跌3.54%，报30.24港元，成交额5816.84万港元。
消息面上，公司于8月27日披露中期业绩，上半年营收1231.63亿元，同比增长8.85%；归母净利润77.01亿元，同比增长36.46%；二季度单季归母净利润46.16亿元，同比增长57.38%，创历史新高。尽管业绩亮眼且多家投行维持买入评级（美银证券上调目标价至47.5港元、交银国际给予44.5港元目标价），但市场呈现典型"买预期、卖事实"特征，短线获利盘在业绩窗口落地后持续兑现。此外，公司虽获纳入恒生指数成份股（9月7日生效），但相关利好此前已被充分定价，8月24日公告当日即倒跌逾6%。当前建筑机械与重型卡车板块整体走弱，中联重科跌2.71%、三一国际跌3.43%，行业情绪偏弱亦形成压制。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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