Core Viewpoint - Wisen Holdings (03393) has seen a significant stock price increase, driven by strong demand for Artificial Intelligence Data Centers (AIDC), with a projected 54% increase in new orders by 2026, reaching 2 billion RMB [1] Group 1: Financial Projections - Citigroup forecasts that Wisen's revenue from data centers will grow from 9% in 2024 to 16% in 2025 and 20% in 2026 [1] - Net profit estimates for Wisen have been raised by 11% to 17% for the years 2025 to 2027 due to the higher profitability contribution from AIDC [1] Group 2: Business Growth - Wisen's overseas revenue from data center operations is expected to double from 200 million RMB in 2024 to 500 million RMB in 2025, and reach 1 billion RMB in 2026 [1] - The company is under a 90-day positive catalyst observation period, indicating potential for increased profitability in its AIDC-related distribution equipment business [1]
港股异动 | 威胜控股(03393)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