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小摩:升潍柴动力(02338)目标价至36港元 续列首选股
智通财经网· 2026-01-28 09:05
Group 1 - Morgan Stanley has raised the target price for Weichai Power (000338.SZ) A-shares from 31 RMB to 36 RMB and for H-shares from 31 HKD to 36 HKD, maintaining an optimistic outlook and a "Buy" rating [1] - Weichai Power's stock price has increased since October last year, outperforming the market, as investors begin to recognize the company's transition from traditional cyclical engine business to a growth platform focused on AIDC and new energy solutions [1] - Morgan Stanley believes that the current valuation reassessment of Weichai Power is still in its early stages, with the market focusing on the strong momentum of AIDC backup engines, but not yet fully reflecting the scale of post-market opportunities [1]