港股异动 | 重庆机电(02722)再涨超6% 机构看好大缸径发动机受益AIDC浪潮

智通财经
17 Jul

智通财经APP获悉,重庆机电(02722)再涨超6%,该股昨日大涨超14%。截至发稿,涨6.85%,报1.56港元,成交额3311.98万港元。

消息面上,英伟达日前称将恢复H20芯片在中国的销售。开源证券认为,合规芯片H20恢复销售有望缓解国内算力“缺芯”问题,核心利好国产AIDC全产业链。中金此前曾指出,大缸径发动机是数据中心备用电源柴油发电机组的核心零部件,技术门槛较高,国产化率较低。当下AIDC建设需求高增,数据中心用柴油发电机组及大缸径发动机迎来量价齐升机遇。据悉,康明斯依托1995年与重庆机电的合资公司重庆康明斯从事大马力发动机的研发与制造,并在1996年进入中国发电机组市场。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10