招商证券国际：AIDC行业成机械行业核心引擎关注燃气涡轮机领域

智通财经2025-12-24

智通财经APP获悉，招商证券国际发布研报称，人工智能数据中心(AIDC)行业受惠于全球AI发展和算力扩张的强劲势头，成为机械行业的核心增长引擎。燃气涡轮机受益于北美能源瓶颈和订单量的增长，其数量和价格均呈现明显的增长趋势。该行的股价分析显示，自今年年初以来，市场对柴油引擎、液冷和燃气涡轮机的信心有所增强。该行维持行业“增持”评级，在销售和价格同步增长的背景下，该行建议关注燃气涡轮机、柴油发电机和...

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招商证券国际：AIDC行业成机械行业核心引擎 关注燃气涡轮机领域

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招商证券国际：AIDC行业成机械行业核心引擎关注燃气涡轮机领域