高盛发表研究报告,率先市场上调潍柴(02338.HK) 的长期盈利预测,以反映随着潍柴持续扩展其产品及技术组合,其发电业务前景得到增强。AIDC(人工智能数据中心)发电业务目前约占潍柴2025年预测总净利润的10%,预计到2030年将增长3.3倍,其盈利贡献将增加两倍以上,达到总利润约三分之一,超过国内重型卡车(HDT)发动机的贡献。该行将潍柴2025至27年每股盈利预测上调1%至7%,2027年...
Source Link高盛发表研究报告,率先市场上调潍柴(02338.HK) 的长期盈利预测,以反映随着潍柴持续扩展其产品及技术组合,其发电业务前景得到增强。AIDC(人工智能数据中心)发电业务目前约占潍柴2025年预测总净利润的10%,预计到2030年将增长3.3倍,其盈利贡献将增加两倍以上,达到总利润约三分之一,超过国内重型卡车(HDT)发动机的贡献。该行将潍柴2025至27年每股盈利预测上调1%至7%,2027年...
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