港股异动 | 潍柴动力(02338)午前涨超4% 全球AI基建扩张公司AIDC大缸径出货量激增

智通财经11-17

智通财经APP获悉，潍柴动力(02338)午前涨超4%，截至发稿，涨3.75%，报19.63港元，成交额2.17亿港元。消息面上，全球头部云计算厂商持续加码AI基建，智算中心投运、在建及规划项目数量大幅增加，带动大缸径发动机需求激增。据中金测算，2025年中国数据中心用该类发动机市场规模接近百亿元，2026年全球该细分市场规模将达411亿元；且AIDC对供电功率要求更高，使得发动机单台功率和价格...

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港股异动 | 潍柴动力(02338)午前涨超4% 全球AI基建扩张 公司AIDC大缸径出货量激增

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港股异动 | 潍柴动力(02338)午前涨超4% 全球AI基建扩张公司AIDC大缸径出货量激增