10月9日，潍柴动力盘中下跌3.03%，报27.54港元，成交额1.1亿港元。消息面上，尽管摩根大通上调目标价至57港元并增持、贝莱德亦于9月底增持195.6万股，但该股前期累计涨幅较大，短线获利回吐压力显现。摩根大通研报指出，潍柴动力出货前景向好、利润率具备韧性，AI数据中心业务增长提速，目标价由55港元上调至57港元，维持增持评级。公司与Generac建立合作关系，加速燃气发电机组在数据中心等高端场景落地。国海证券认为AIDC电源业务有望成为中期业绩增长与估值提升的核心变量。
（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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