Group 1 - The core viewpoint of the article is that Citigroup has raised its profit forecasts for Weisheng Holdings (03393) for the years 2025 to 2027 by 1% to 5% due to strong new orders related to AI Data Centers (AIDC) and higher profit predictions [1] - Citigroup has increased the target price for Weisheng Holdings from HKD 15.5 to HKD 21 and maintains a "Buy" rating, indicating a high likelihood of the stock being included in the Stock Connect mechanism by March next year [1] - The company expects its AIDC revenue to grow from RMB 1 billion in 2025 to RMB 2 billion in 2026, and further to RMB 4 billion in 2027 [1] Group 2 - The company anticipates that new AIDC orders will increase by 50% year-on-year locally and by 92.3% overseas next year, reaching RMB 1.5 billion and RMB 2.5 billion respectively [1]
花旗：升威胜控股目标价至21港元 AIDC新订单强劲