高盛：率先大幅上调潍柴动力(02338)目标价至37港元看好发电业务成增长新引擎

智通财经02-04

智通财经APP获悉，高盛发布研报称，率先市场上调潍柴动力(02338)的长期盈利预测，以反映随着潍柴持续扩展其产品及技术组合，其发电业务前景得到增强。重申对潍柴的“买入”评级，并将其目标价由21港元大幅上调至37港元，认为其是亚洲AIDC发电领域的关键受益者。AIDC(人工智能数据中心)发电业务目前约占潍柴2025年预测总净利润的10%，预计到2030年将增长3.3倍，其盈利贡献将增加两倍以上，...

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高盛：率先大幅上调潍柴动力(02338)目标价至37港元 看好发电业务成增长新引擎

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高盛：率先大幅上调潍柴动力(02338)目标价至37港元看好发电业务成增长新引擎