智通财经APP获悉，重庆机电(02722)盘中涨超7%，截至发稿，涨5.8%，报1.46港元，成交额2517.37万港元。
消息面上，今日有报道指，消息人士称，因市场需求强劲，英伟达上周向台积电下了30万片H20芯片组的订单。德邦证券近期指出，H20恢复供应驱动AIDC硬件产业链放量。英伟达H20芯片计划恢复对华供应，预计将直接缓解国内AI算力短缺，推动AIDC（AI数据中心）硬件产业链加速放量。
兴业证券认为，AIDC时代，数据中心柴发需求量有望爆发式增长。同时，在柴发行业供不应求的情况下，发动机发电机组环节预计都将开启涨价景气周期。行业量价齐升据悉，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.