8月12日，卡特彼勒盘中上涨3.24%，报856.39美元/股，成交额1.77亿美元。消息面上，公司Q2创纪录财报发布后，多家投行密集调整目标价：Evercore ISI将目标价调整至1045美元，维持"跑赢大盘"评级；摩根大通维持1100美元目标价及"增持"评级；瑞银、加皇银行亦同步上调目标价，市场一致均价目标约982美元。
基本面来看，卡特彼勒Q2营收首次突破200亿美元，同比增长24%，调整后EPS达8.17美元，超预期逾30%。AI数据中心建设驱动建筑设备销售额飙升35%，电力与能源业务增长17%，柴油动力设备订单积压已排至2028年。公司同步上调全年业绩指引，预计销售额较上年增长十几到接近20%。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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