China Merchants Securities International: The AIDC industry has become the core engine of the machinery industry, focusing on the gas turbine sector

The Zhitong Finance App learned that China Merchants Securities International released a research report stating that the artificial intelligence data center (AIDC) industry has benefited from the strong momentum of global AI development and computing power expansion and has become the core growth engine of the machinery industry. Gas turbines are benefiting from energy bottlenecks and increased orders in North America, and their numbers and prices are showing a clear upward trend. The bank's stock price analysis shows that since the beginning of this year, the market's confidence in diesel engines, liquid cooling, and gas turbines has increased. The bank maintains the industry's “gain” rating. Against the backdrop of simultaneous growth in sales and prices, the bank recommended focusing on the gas turbines, diesel generators, and cooling equipment sectors.