<p>创科实业 (00669.HK) +9.200 (+8.035%) 空头头寸 $173.41M; 比率 34.822% 今天开盘上涨 3.06%，触及日内高点 HKD122.9。目前交易价格为 HKD122.5，上涨 6.99%，成交量为 385.66 万股，涉及 HKD4.61 亿。</p>
<p>摩根大通发布研究报告指出，创科实业在人工智能数据中心（AIDC）及相关基础设施方面的布局正成为一个结构性、多年的增长驱动力，其重要性超过了传统的美国住房相关业务。该券商认为，市场对公司首次披露密尔沃基终端需求行业细分的反应平淡，反映出市场对重新评估其估值的犹豫，但预计这种情况将在未来几年内逆转。摩根大通将创科实业的目标价从 HKD162 上调至 HKD176，并维持 “增持” 评级。</p>
<p>报告指出，AIDC 项目不仅需要大规模建设新的数据中心，还需要对电网、传输网络和配套设施进行广泛升级，为承包商、设备供应商和生产力解决方案创造了潜在的万亿人民币市场。客户 Quanta Services 的创纪录订单积压，以及竞争对手如 Stanley Black &amp; Decker (SWK) 和 Makita 明确将 AIDC 视为增长驱动力，均验证了这一机会的规模和可持续性。(ad/u)</p>
<p>（香港股票报价延迟至少 15 分钟。空头头寸数据截至 2026-05-06 16:25。）</p>
<p>本文由 AI 自动翻译，中文版本应视为权威版本。AASTOCKS.com Limited 不保证其准确性或完整性，并对因使用此翻译而产生的任何损害或损失不承担任何责任。</p>

创科实业(ADR)

<p>创科实业 (ADR) 的股价在摩根大通将其目标价从 162 港元上调至 176 港元，并维持 “增持” 评级后，飙升近 7%。报告强调，公司在人工智能数据中心（AIDC）方面的定位是一个重要的增长驱动力，超越了其传统的美国住房相关业务。AIDC 市场预计将为承包商和设备供应商创造可观的机会，得益于创纪录的订单积压和来自主要客户如 Quanta Services 的投资</p>

<p>TECHTRONIC IND (00669.HK) +9.200 (+8.035%)  Short selling $173.41M; Ratio 34.822%  opened 3.06% higher today, hitting an intraday high of HKD122.9. It is currently trading at HKD122.5, up 6.99%, with turnover of 3.8566 million shares, involving HKD461 million.</p>
<div class="lb-trans"><p>创科实业 (00669.HK) +9.200 (+8.035%) 空头头寸 $173.41M; 比率 34.822% 今天开盘上涨 3.06%，触及日内高点 HKD122.9。目前交易价格为 HKD122.5，上涨 6.99%，成交量为 385.66 万股，涉及 HKD4.61 亿。</p>
</div><p>JPMorgan issued a research report stating that TECHTRONIC IND's positioning in artificial intelligence data centers (AIDC) and related infrastructure is becoming a structural, multi-year growth driver, with importance surpassing its traditional US housing-related business. The broker believes the markets muted reaction to the companys initial disclosure of Milwaukees end-demand industry breakdown reflects reluctance to reassess its valuation, but this situation is expected to reverse in the coming years. JPM raised its TP for TECHTRONIC IND from HKD162 to HKD176 and maintained an Overweight rating.</p>
<div class="lb-trans"><p>摩根大通发布研究报告指出，创科实业在人工智能数据中心（AIDC）及相关基础设施方面的布局正成为一个结构性、多年的增长驱动力，其重要性超过了传统的美国住房相关业务。该券商认为，市场对公司首次披露密尔沃基终端需求行业细分的反应平淡，反映出市场对重新评估其估值的犹豫，但预计这种情况将在未来几年内逆转。摩根大通将创科实业的目标价从 HKD162 上调至 HKD176，并维持 “增持” 评级。</p>
</div><p>The report noted that AIDC projects require not only large-scale construction of new data centers, but also extensive upgrades of power grids, transmission networks and supporting facilities, creating a potential RMB trillion-level market for contractors, equipment providers and productivity solutions. Record order backlog and AIDC-related investments by customer Quanta Services, as well as competitors such as Stanley Black &amp; Decker (SWK) and Makita explicitly identifying AIDC as a growth driver, all validate the scale and sustainability of this opportunity. (ad/u)</p>
<div class="lb-trans"><p>报告指出，AIDC 项目不仅需要大规模建设新的数据中心，还需要对电网、传输网络和配套设施进行广泛升级，为承包商、设备供应商和生产力解决方案创造了潜在的万亿人民币市场。客户 Quanta Services 的创纪录订单积压，以及竞争对手如 Stanley Black &amp; Decker (SWK) 和 Makita 明确将 AIDC 视为增长驱动力，均验证了这一机会的规模和可持续性。(ad/u)</p>
</div><p>(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-06 16:25.)</p>
<div class="lb-trans"><p>（香港股票报价延迟至少 15 分钟。空头头寸数据截至 2026-05-06 16:25。）</p>
</div><p>This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.</p>
<div class="lb-trans"><p>本文由 AI 自动翻译，中文版本应视为权威版本。AASTOCKS.com Limited 不保证其准确性或完整性，并对因使用此翻译而产生的任何损害或损失不承担任何责任。</p>
</div>

TECHTRONIC IND  Surges Nearly 7% as JPM Raises TP to HKD176

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创科实业

摩根大通

广达服务

史丹利

Makita Corporation

牧田(ADR)

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

创科实业 (ADR) 股价上涨近 7%，因摩根大通将目标价上调至 176 港元