Ge Long Hui·2026-02-24 05:24Core Viewpoint - Goldman Sachs' research report indicates that OpenAI's licensing documents for the "Stargate" data center in Texas show the use of emergency generators from Weichai Power's wholly-owned subsidiary, Baudouin, marking a significant milestone for Baudouin as it gains recognition from major data center enterprises [1] Group 1: Company Insights - The breakthrough reinforces Goldman Sachs' positive outlook on Weichai Power, suggesting that the company will gain significant growth opportunities from the supply shortage in the AIDC generator equipment industry [1] - Goldman Sachs expects a major shift in the investment landscape, which could lead to a revaluation of Weichai Power [1] - The target price for Weichai Power's Hong Kong stock is set at HKD 37, while the target price for its A-share is set at CNY 34, with both A and H shares rated as "Buy" [1]