J.P. Morgan·2026-09-18CompanyWeichai Power-H A (0338.HK) Generac’s hyperscaler win from Amazon signals upside for Weichai’s AIDC engine business;stay bullish
Goldman Sachs·2026-09-17CompanyWeichai Power (000338.SZ): Generac's generator supply agreement with Amazon strengthens long-term visibility; reiterate Buy
Citi·2026-09-15CompanyBYD (1211.HK) Long AI, Short Autos? Or A Repeat of Lagged Mean-Reversion? (MidSep Update)
Goldman Sachs·2026-08-10CompanyWeichai Power (000338) Read-across from global AIDC power generation peers’ 2Q26 results