智通财经APP获悉，潍柴动力(02338)午后涨超10%，截至发稿，涨10%，报15.18港元，成交额4.79亿港元。
消息面上，阿里资本开支和AI业务进展均超出市场预期。在未来投资计划方面，阿里将加大资本开支以应对AI基础设施需求，未来3年资本开支之和有望达到1500亿元。申万宏源表示，此前字节链推动产业链提升，预判阿里、腾讯等有望先后加大投入，推动全产业链景气度提升。
国泰君安表示，受益国内AIDC及数据中心建设持续高景气，高端柴油发电机需求高增。海通国际此前指出，考虑到数据中心备电用的柴油发电机功率范围在1-4MW，预计2028年全球数据中心备电用的柴油发电机的总保有量需要达到10万台级别。数据中心用柴电发动机增量需求较大，重点关注柴油发动机龙头潍柴动力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.