异动解读｜潍柴动力盘中上涨3.21%，AIDC发电业务高景气持续催化

行情直击08-05

8月5日，潍柴动力盘中上涨3.21%，报34.76港元/股，成交额7179.81万港元。

消息面上，GE Vernova此前财报披露燃气电力设备待交付订单从100吉瓦提升至116吉瓦，持续验证AI数据中心驱动下燃机需求高景气。机构指出，潍柴动力AIDC柴发已成为公司利润弹性最强业务，相关利润占比有望从20%提升至40%以上，贡献70%以上业绩增量。此外，控股股东潍柴集团2亿至4亿元A股增持计划仍在实施期内，对股价形成托底支撑。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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