高盛：升潍柴动力(02338)目标价至56港元 AIDC电力供应链中最平标的

智通财经05-07

智通财经APP获悉，高盛发布研报称，潍柴动力(02338)H股近期的升势已开始反映往复式燃气发动机(RICE)的增长空间，但尚未反映固体氧化物燃料电池(SOFC)的潜力，而潍柴动力(000338.SZ)A股则尚未反映上述两项因素。即使H股及A股年初至今已累升129%及81%，但在全球人工智能数据中心(AIDC)电力供应链中，以市盈率计算仍属于最廉价标的。该行维持“买入”评级，将H股及A股目标价分别由46港元及42元人民币，上调至56港元及48元人民币。

报告指出，美国同业的上季业绩不单止重申了AI资本支出的正面展望，亦反映RICE及SOFC作为即场主用电源解决方案的角色日益重要。该行认为，潍柴动力在亚洲市场提供了相关领域的最佳投资机会。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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