智通财经APP获悉，摩根士丹利发布研报称，维持潍柴动力(02338)“增持”评级，将其H股目标价从16港元升至20港元，列为首选股。该行预计2025至2026年期间在重型卡车(HDT)温和上升周期及用于人工智能数据中心电力系统的大缸径引擎的支持下，潍柴净利润将实现双位数增长。
该行指出，字节跳动和阿里巴巴-W(09988)对云计算及AI基建作出资本承诺，将推动中国的人工智能投资进入战略加速阶段，长远而言大缸径发动机和新能源业务的加速发展应会推动潍柴动力估值重估，预测今明两年潍柴动力数据中心发电机收入将分别达到18亿及30亿元人民币，大缸径发动机总收入料达55亿及77亿元人民币。
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