<p>AAC TECH (02018.HK) +1.900 (+4.884%)  空头头寸 $35.22M; 比率 61.515% 今天开盘上涨 0.93%，最高触及 HKD40.82。目前交易价格为 HKD40.62，上涨 4.42%，成交量为 339.05 万股，涉及 HKD1.36 亿。</p>
<p>摩根士丹利发布研究报告指出，AAC TECH 的子公司 JYUNDSE16 刚刚开始大规模生产其新款冷却分配单元（CDU）ATAHORAN 2.2MW/2.6MW，当前月产能已达到 400 台。这些 CDU 产品专为人工智能数据中心设计，首批货物已在上海、广州、珠海和深圳的现有设施中部署。</p>
<p>该券商认为，这一发展对 AAC TECH 具有积极的战略意义，帮助公司抓住全球人工智能基础设施建设带来的新增长机会。</p>
<p>摩根士丹利维持对 AAC TECH 的增持评级，目标价为 HKD42。（ad/u）（香港股票报价延迟至少 15 分钟。空头数据截至 2026-05-12 16:25。）</p>

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<p>AAC TECH 的股票在摩根士丹利的一份报告发布后上涨超过 4%。该报告强调了其子公司 JYUNDSE16 的新型冷却分配单元（CDU）的量产情况。这些专为人工智能数据中心设计的 CDU 产品，月产能达到 400 台，已经开始向中国主要城市的设施发货。摩根士丹利对 AAC TECH 维持 “增持” 评级，目标价为 42 港元，显示出与人工智能基础设施发展相关的积极增长潜力</p>

<p>AAC TECH (02018.HK) +1.900 (+4.884%)  Short selling $35.22M; Ratio 61.515%  opened 0.93% higher today, hitting a peak of HKD40.82. It is currently trading at HKD40.62, up 4.42%, with turnover of 3.3905 million shares, involving HKD136 million.</p>
<div class="lb-trans"><p>AAC TECH (02018.HK) +1.900 (+4.884%)  空头头寸 $35.22M; 比率 61.515% 今天开盘上涨 0.93%，最高触及 HKD40.82。目前交易价格为 HKD40.62，上涨 4.42%，成交量为 339.05 万股，涉及 HKD1.36 亿。</p>
</div><p>M Stanley published a research report noting that JYUNDSE16, a subsidiary of AAC TECH, has just begun large-scale production of its new Cooling Distribution Unit (CDU) the ATAHORAN 2.2MW/2.6MW products with current monthly production capacity reaching 400 units. The CDU products are specifically designed for AI data centers, with the first batch of shipments already deployed in existing facilities in Shanghai, Guangzhou, Zhuhai and Shenzhen.</p>
<div class="lb-trans"><p>摩根士丹利发布研究报告指出，AAC TECH 的子公司 JYUNDSE16 刚刚开始大规模生产其新款冷却分配单元（CDU）ATAHORAN 2.2MW/2.6MW，当前月产能已达到 400 台。这些 CDU 产品专为人工智能数据中心设计，首批货物已在上海、广州、珠海和深圳的现有设施中部署。</p>
</div><p>The broker believes this development carries positive strategic significance for AAC TECH, helping the company capture new growth opportunities arising from global AI infrastructure construction.</p>
<div class="lb-trans"><p>该券商认为，这一发展对 AAC TECH 具有积极的战略意义，帮助公司抓住全球人工智能基础设施建设带来的新增长机会。</p>
</div><p>M Stanley maintained an Overweight rating on AAC TECH, with a TP of HKD42. (ad/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-12 16:25.)</p>
<div class="lb-trans"><p>摩根士丹利维持对 AAC TECH 的增持评级，目标价为 HKD42。（ad/u）（香港股票报价延迟至少 15 分钟。空头数据截至 2026-05-12 16:25。）</p>
</div>

AAC TECH  Up Over 4% as M Stanley Says New CDU Products Enter Mass Production to Capture AI Infrastructure Growth Opportunities

AASTOCKS News

瑞声科技

摩根士丹利

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

AAC 科技股价上涨超过 4%，摩根士丹利指出其新的 CDU 产品已进入量产阶段，以抓住人工智能基础设施的增长机遇