BUZZ-贸易前景改善,瑞银上调卡特彼勒评级5月16日 - ** 券商瑞银将建筑设备制造商卡特彼勒CAT.N的评级从 "卖出 "上调至 "中性",将目标价从272美元上调至357美元。
** 新PT较该股上次收盘价上涨2%。
** 券商认为,在美国 与中国的贸易谈判取得好于预期的结果后,CAT将有上涨空间
** 券商预计2025年CAT盈利将下降15-20%,好于此前预计的20-40%。
** 券商预计,2025 年美国非住宅建筑业将增长 4%,2026 年下半年 CAT 在北美的工程机械销售额将增长 3-4%。
** 我们认为下行情绪暂时得到抑制,随着政策的最终确定,我们将持有更加平衡的观点"--瑞银集团(UBS
** 包括本交易日的走势在内,CAT 股价今年累计下跌约 4
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