港股异动 | 重庆机电(02722)再涨超6% 机构看好大缸径发动机受益AIDC浪潮

智通财经2025-07-17

智通财经APP获悉，重庆机电(02722)再涨超6%，该股昨日大涨超14%。截至发稿，涨6.85%，报1.56港元，成交额3311.98万港元。消息面上，英伟达日前称将恢复H20芯片在中国的销售。开源证券认为，合规芯片H20恢复销售有望缓解国内算力“缺芯”问题，核心利好国产AIDC全产业链。中金此前曾指出，大缸径发动机是数据中心备用电源柴油发电机组的核心零部件，技术门槛较高，国产化率较低。当下...

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