大行评级丨小摩：建议趁低吸纳机械股，看好潍柴动力和创科实业等

格隆汇09-20 13:23

摩根大通视近期调整为收集AIDC龙头及具备强劲经营现金流与可见增长的全球机械股的机会，对中国周期股则保持选择性。该行继续推荐潍柴动力和创科实业，因其直接受惠AIDC、增长可自给，以及数据中心与电网相关基建具多年订单能见度；亦看好恒立液压、三一重工、中国重汽。该行对潍柴动力H股、创科实业、三一重工H股及中国重汽评级均为“增持”，目标价分别为55港元、179港元、31港元及55港元。

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