异动解读｜潍柴动力盘中上涨3.45%，恒指纳入今日收盘后生效叠加多家投行密集唱多

行情直击09-04

9月4日，潍柴动力盘中上涨3.45%，报32.38港元，成交额2.44亿港元。

消息面上，恒生指数公司此前公布季检结果，潍柴动力将被纳入恒生指数成份股，相关变动将于今日（9月4日）收市后实施、9月7日正式生效，被动资金配置需求对股价形成直接支撑。高盛此前估计潍柴动力潜在被动资金净流入介乎1.6亿至4.7亿美元。与此同时，多家投行近日密集发布看多研报：摩根士丹利上调公司中长期盈利预测并维持"增持"评级，目标价46港元；美银证券上调目标价至47.5港元，维持"买入"；诚通证券首次覆盖给予"买入"评级。机构普遍看好公司由传统卡车发动机企业向能源与电力平台转型的前景，其中AIDC备用电源发动机上半年销量同比增长1.3倍。

（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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