BUZZ-券商观点：<a href="https://laohu8.com/S/CMI">康明斯</a>北美卡车市场有望复苏
2月6日 - ** 美国卡车发动机制造商康明斯CMI.N周四公布 (link)，第四季度收入略有增长，原因是其发电系统和分销部门需求强劲。
** CMI股价盘前上涨1.5%，报549美元。
北美卡车市场销量
** 摩根士丹利（Morgan Stanley）称，对 CMI 动力系统业务放缓的担忧是多余的；两个月的强劲订单表明，北美 8 类卡车市场已经触底，并可能在今年复苏。
** 杰富瑞（Jefferies）称，CMI 的动力系统将推动 2026 年的增长；认为下半年卡车销量有可能出现拐点，长期增长将受到长期动力周期的推动。
** 特里斯特称，北美卡车周期正处于复苏初期，订单情况有所改善，预计CMI今年的业绩将好于预期，并将上调指导目标。
券商 | 新 PT | 旧预测值 |
摩根士丹利 | $675 | $600 |
杰富瑞 | $645 | $630 |
特里斯特 | $703 | $653 |
博发银行 | $540 | $450 |
瑞银 | $565 | $500 |
伯恩斯坦 | $600 | $544 |
(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)
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