瑞银：降潍柴动力(02338)评级至“中性” 目标价升至18.5港元

智通财经网2025-07-29

智通财经APP获悉，瑞银发布研报称，潍柴动力(02338)股价年初至今已升50%，表现好过恒指，亦接近该行原先目标价。该行认为现价已反映数据中心引擎需求爆发的正面展望，以及设备以旧换新补贴带动的投资情绪改善。基于传统引擎业务受电动卡车冲击持续疲弱，下调2025至27年盈利预测2至5%，评级由“买入”下调至“中性”，而目标价则由18.2港元升至18.5港元。该行指，受数据中心需求推动，公司的大缸径...

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