$CAT · Schwab Network · 2026-11-05
Caterpillar 目前看起来便宜，预计会出现某种反弹；它与 AI 建设相关，未来 AI 数据仍有望爆发式增长，订单积压达 780 亿美元，现金流非常稳健。经历抛售后，其股价回到翻倍再回落之前的水平，因此现在是相当不错的买入时机。
逐段跳播
我比较喜欢寻找价值，看看 Caterpillar 现在的交易价格，我觉得它相当便宜。我认为 Caterpillar 应该会出现某种反弹。
Well, you know, I kind of like search for value as you know, and when I look at, you know, where Caterpillar is trading right now, it looks pretty cheap to me. I mean, we should see some sort of a bounce here in Caterpillar.
显然，它与 AI 建设以及未来的走向相关，但未来我们仍会看到 AI 数据爆发式增长。他们有 780 亿美元的积压订单，现金流非常稳健。
Obviously, it's tied to the AI buildout and what's going to happen, but we're going to still see explosive AI data growth down the road here. They have a 78 billion backlog, order backlog, and they have rock solid cash flow.
所以，在我看来，Caterpillar 现在的位置差不多就是去年的交易水平，之后翻了一倍，而现在经历了这波抛售后又回到了这个位置。我认为现在是买入 Caterpillar 相当不错的时机。
So, um, you know, Caterpillar, in my opinion, right now is is, you know, this is where it was trading pretty much last year and doubled, and now we're seeing it where it is with the selloff here.
And I think it's a a pretty good time to be, uh, purchasing, uh, Caterpillar.
这个频道对 $CAT 的历次判断
Schwab Network 在这只股票上共 5 条判断，这里只列相邻的几条。