港股异动 | 重庆机电(02722)尾盘涨超8%刷新历史新高 北美缺电逻辑持续深化

智通财经
Feb 27

智通财经APP获悉,重庆机电(02722)尾盘涨超8%,高见3.68港元创历史新高。截至发稿,涨8.55%,报3.68港元,成交额1.07亿港元。

消息面上,据报道,美国多家技术巨头企业代表拟于下周前往白宫面见总统特朗普,其间将签署书面文件,承诺自行供应或购买人工智能数据中心所需电力。光大证券认为,美国缺电问题带来电力系统可靠性需求提升,燃气轮机、电力设备等方向有望充分受益。兴业证券此前指出,重庆机电同时参股重庆康明斯和重庆日立能源,未来两大增长级受益于数据中心和电网建设。

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