大和发表报告指出,自2025年底起,潍柴动力(02338.HK) 一直是该行的首选股,因其具备满足AIDC电力需求的广泛能力。该行现在看到其在全球发电市场夺取市场份额的能见度提高,并预期作为未来数年强劲AIDC需求的关键受惠者,潍柴将具备进一步重估潜力。该行表示,轻微上调潍柴动力2026至2027年预测收入1%,并重申“买入”评,将目标价由24元上调至40元,因对潍柴的发动机业务应用较高的12倍...
Source Link大和发表报告指出,自2025年底起,潍柴动力(02338.HK) 一直是该行的首选股,因其具备满足AIDC电力需求的广泛能力。该行现在看到其在全球发电市场夺取市场份额的能见度提高,并预期作为未来数年强劲AIDC需求的关键受惠者,潍柴将具备进一步重估潜力。该行表示,轻微上调潍柴动力2026至2027年预测收入1%,并重申“买入”评,将目标价由24元上调至40元,因对潍柴的发动机业务应用较高的12倍...
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