热门话题-瑞银将康明斯评级上调至“买入”,看好其以数据中心为驱动的增长前景

路透中文
Jun 08
热门话题-<a href="https://laohu8.com/S/UBS">瑞银</a>将<a href="https://laohu8.com/S/CMI">康明斯</a>评级上调至“买入”,看好其以数据中心为驱动的增长前景

6月8日 - ** 瑞银将美国卡车发动机制造商康明斯(CMI.N)的评级从“中性”上调至“买入”,并将目标价从565美元上调至850美元

** 新目标价较康明斯(CMI)最新收盘价暗示有30.5%的上行空间

** 瑞银表示,数据中心和电力需求的强劲增长将推动该公司各核心业务板块的发展,预计至2028年营收和EBITDA增长将高于市场预期,且石油、天然气、采矿及主电源业务将带来进一步增长空间

** 报告指出,受排放法规实施前抢购效应推动,2026年下半年卡车需求将上升,基本面需求正在改善,预计2028年市场将更加强劲

** 24家券商中有14家给予该股“买入”或更高评级,10家建议“持有”;目标价中位数为580美元——数据由LSEG汇编

** 今年以来,该股已上涨27.6%

(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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