美银证券发表报告,随着内地云服务商和互联网巨头在2025和2026年加大对人工智能基础设施的投资,对数据中心备用柴油发电机的需求将显著增加,将为潍柴动力(02338.HK) 的大型发动机业务带来更好的增长前景。目标价由16.4元升至17.7元,评级“买入”。该行预计,2025年中国数据中心柴油发动机的需求将增长45%,并可能因产能有限而出现价格上涨和交付时间延长。作为中国数据中心柴油发动机的主要...
Source Link美银证券发表报告,随着内地云服务商和互联网巨头在2025和2026年加大对人工智能基础设施的投资,对数据中心备用柴油发电机的需求将显著增加,将为潍柴动力(02338.HK) 的大型发动机业务带来更好的增长前景。目标价由16.4元升至17.7元,评级“买入”。该行预计,2025年中国数据中心柴油发动机的需求将增长45%,并可能因产能有限而出现价格上涨和交付时间延长。作为中国数据中心柴油发动机的主要...
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