高盛：潍柴动力发电机获OpenAI大型数据中心认证重申买入评级

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高盛发表研究报告指，OpenAI在德州数据中心“星门”的美国许可文件显示，其采用潍柴动力（000338）(2338.HK)全资附属“博杜安”的应急发电机，标志着“博杜安”成为获超大型数据中心企业认可的重要里程碑；该项突破再次印证高盛对潍柴的看好观点；料其将从供应不足的AIDC发电设备行业中获得显著增长机遇，并有望在投资格局发生重大转变后迎来估值重估。高盛予潍柴港股目标价37港元，潍柴动力A股目标价...

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高盛：潍柴动力发电机获OpenAI大型数据中心认证 重申买入评级

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高盛：潍柴动力发电机获OpenAI大型数据中心认证重申买入评级