大行評級|大摩:上調濰柴動力目標價至20港元 重申“增持”評級並列爲首選股
摩根士丹利發表研報,預計2025至2026年間在重型卡車(HDT)溫和上升週期及用於人工智能數據中心電力系統的大缸徑引擎的支持下,濰柴動力淨利潤將實現雙位數增長。大摩將濰柴動力H股目標價從16港元升至20港元,列爲首選股,重申“增持”評級。
該行指出,字節跳動和阿里對雲計算及AI基建作出資本承諾,將推動中國的人工智能投資進入戰略加速階段,長遠而言大缸徑發動機和新能源業務的加速發展應會推動濰柴動力估值重估,預測今明兩年濰柴動力數據中心發電機收入將分別達到18億及30億元,大缸徑發動機總收入料達55億及77億元。
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