《大行》高盛:潍柴(02338.HK)发电机获OpenAI大型数据中心认证 重申“买入”评级

阿斯达克财经
Feb 24

高盛发表研究报告指,OpenAI在德州数据中心“星门”的美国许可文件显示,其采用潍柴动力(02338.HK) 全资附属“博杜安”的应急发电机,标志着“博杜安”成为获超大型数据中心企业认可的重要里程碑;该项突破再次印证高盛对潍柴的看好观点;料其将从供应不足的AIDC发电设备行业中获得显著增长机遇,并有望在投资格局发生重大转变后迎来估值重估。高盛又指,进入3月将看到潍柴出现两大催化剂,包括集团计划于3...

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