智通财经APP获悉，潍柴动力(02338)早盘高开10%，开盘后涨幅收窄至5%。截至发稿，涨5.41%，报31.16港元，成交额3.72亿港元。
消息面上，根据TrendForce最新报告显示，为满足骤增的AI应用需求，云端服务供应商(CSP)加速部署相关基础设施，预估2026年全球数据中心电力需求容量将达161GW，同比增幅约31%，主要增长来源为AI Server，预估占整体需求容量达33.4%。
长江证券指出，柴发方面，公司已切入美国头部CSP大厂核心供应链，上半年公司AIDC柴发销量为1400余台，同环比增长137%。气发方面，主电源方面，燃气机已通过美国UL认证，即将迎来出货，产能充足下，明年销量目标或将进一步上修。SOFC方面，目前已与欧洲、亚太等地区战略客户签署合作协议，随着年底产能兑现，明年有望贡献利润增量。
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.