金吾财讯 | 博格华纳（BWA）盘前股价上扬，最新涨3.72%，报62.5美元。消息面上，摩根士丹利（MS）将博格华纳（BWA）评级从持有上调至增持。分析师Andrew Percoco及其团队表示，内燃机及混合动力需求的长尾效应支撑公司核心汽车业务前景，现场发电与储能业务则可为博格华纳带来增速更快、利润率更高的盈利机会。Percoco指出，公司具备摆脱汽车周期依赖、实现盈利多元化的现实条件，涡轮发电机是短期最清晰的商业化路径。博格华纳涡轮发电机业务市场排名第二，仅次于Bloom Energy（BE）的固体氧化物燃料电池。分析师同时提到，博格华纳的微电网逆变器以及储能系统（ESS）产品，是汽车业务之外的另一增长渠道，但相比涡轮发电机业务，体量相对有限。摩根士丹利采用分部加总估值法，将博格华纳目标价上调至95美元。
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