Core Viewpoint - Wisen Holdings (03393) has seen a stock price increase of over 4%, currently trading at HKD 14.26, with a transaction volume of HKD 9.547 million, driven by strong demand in the Artificial Intelligence Data Center (AIDC) sector [1] Group 1: Financial Projections - According to Citigroup's report, Wisen Holdings is expected to see new order amounts from overseas clients increase by 54% to RMB 2 billion by 2026, driven by robust AIDC demand [1] - Citigroup forecasts that the revenue contribution from Wisen's data center business will rise from 9% in 2024 to 16% in 2025 and 20% in 2026 [1] - The net profit estimates for Wisen from 2025 to 2027 have been raised by 11% to 17% due to the higher profitability contribution from the AIDC business [1] Group 2: Business Outlook - Citigroup has initiated a 90-day positive catalyst observation for Wisen, anticipating improved profitability in the company's distribution equipment business related to AIDC [1] - The overseas revenue from Wisen's data center business is projected to double from RMB 200 million in 2024 to RMB 500 million in 2025, reaching RMB 1 billion by 2026 [1]
威胜控股再涨超4% 花旗对公司开启正面催化观察 预计AIDC业务海外收入将于年内翻倍