8月5日，卡特彼勒盘中上涨3.15%，报902.59美元/股，成交额4.13亿美元。消息面上，公司8月4日盘前发布Q2财报，营收205.4亿美元，同比增长24%，史上首次单季突破200亿美元大关；调整后每股收益8.17美元，同比增长73%，大幅超越市场预期的6.20美元。公司同步上调全年业绩指引，预计全年销售额及收入较上年增长百分之十几到接近20%。
业务层面，数据中心建设对发电机及建筑设备的旺盛需求构成核心增长引擎，北美建筑设备销售额同比飙升50%，柴油动力设备订单积压已排至2028年，季末积压订单达721亿美元。公司正重启10兆瓦发电机产线以满足AI算力基础设施用电需求。
（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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