高盛：潍柴动力(02338)AIDC发电业务胜预期升目标价至41港元

智通财经04-08

智通财经APP获悉，高盛发布研报称，上调潍柴动力(02338)2026至2030年每股盈利预测1%至4%，主要由于AI数据中心(AIDC)发电业务前景较预期强劲，足以抵消传统重型卡车(HDT)发动机业务利润率下跌的影响。该行重申潍柴动力“买入”评级，上调目标估值，将潍柴动力H股及潍柴动力(000338.SZ)A股目标价分别升至41港元及38元人民币(此前为37港元及34元人民币)，相当于今年综合...

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高盛：潍柴动力(02338)AIDC发电业务胜预期 升目标价至41港元

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高盛：潍柴动力(02338)AIDC发电业务胜预期升目标价至41港元