智通财经APP获悉，潍柴动力(02338)涨超4%，截至发稿，涨3.47%，报14.9港元，成交额2.44亿港元。
消息面上，潍柴动力在投资者关系平台上表示，近年来，公司全力开拓国内外数据中心高端市场并取得积极进展，数据中心应用领域销量逐年提升。未来公司将抢抓全球数据中心市场需求增长机遇，凭借产品性能及交付优势，推动数据中心相关产品销量持续上涨。
瑞银发布研报称，上调潍柴动力2025至2027年通用引擎业务销售预测7%至11%；盈利预测上调14%至18%。由于自DeepSeek R1推出以来，中国对人工智能(AI)及数据中心的市场情绪有所改善，鉴于潍柴动力更高的业务可见性及产品组合升级，该行将其2025至2027年大缸径引擎利润预测上调1%至19%。
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