《大行》大摩料濰柴動力(02338.HK)股價未來30日內將上升 評級「增持」
摩根士丹利發表研究報告,預期濰柴動力(02338.HK)的股價在未來30日內,有約60%至70%機率將上升,主要由於其液化天然氣(LNG)重型卡車銷售憧憬將復甦,而中國3月宣布的LNG重卡置換新政策已從自5月中旬起實施,在中東能源危機陰霾下油價大幅上漲,油氣價差擴大,市場或轉向購買更具經濟效益的LNG重卡產品。
大摩目前給予濰柴動力「增持」評級,目標價19元,對應2025年預測市盈率約12倍。
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