花旗:予潍柴动力(02338)“买入”评级 目标价50港元

智通财经网
Sep 18

智通财经APP获悉,花旗发布研报称,Generac(GNRC.US)与亚马逊达成长期供应协议,为亚马逊数据中心提供备用发电机;该行对潍柴动力(02338)评级“买入”,目标价50港元。

报告中称,初步交付额预期于2027至2028年合共达24亿美元,该行认为对潍柴动力构成正面解读,因潍柴为GNRC核心供应商,有望受惠于持续积压订单增长,估计2027/28年相关潜在付运将带来4.78亿至10.75亿美元收入贡献。

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