Sunbelt 被视为一项良好的基础设施投资，因为其估值显得便宜且不受市场追捧。
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《Ted Weisberg on Energy, Market Breadth & META Buy Opportunity》
Schwab Network发布 2026-10-05 · 2 段内容
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那“Sunbelt”呢？嗯，“Sunbelt”就是我所说的“轻基础设施”。如你所知，Sunbelt 与 URI、United Rentals 类似。他们在全国范围内出租建筑设备。
它曾是一家英国公司的一部分，大约一年前被分拆为一家独立公司。
What about "Sunbelt"? Well, "Sunbelt" is what I call " light infrastructure". As you know, Sunbelt is similar to URI, United Rentals. They rent out construction equipment all over the country.
It was part of an English company, and was spun off as an independent company about a year ago .
它目前也不太受欢迎，而我们喜欢任何与基础设施相关的敞口，并认为这是投资基础设施的一个好方式。在我们看来，这只股票似乎很便宜。
It is also not very popular at the moment, and we like any exposure to infrastructure and believe it is a good way to invest in it. The stock seems cheap to us.
这个频道对 $SUNB 的历次判断
Schwab Network 在这只股票上只有这一条判断。
2026-10-05看涨本条
那“Sunbelt”呢？嗯，“Sunbelt”就是我所说的“轻基础设施”。如你所知，Sunbelt 与 URI、United Rentals 类似。他们在全国范围内出租建筑设备。它曾是一家英国公司的一部分，大约一年前被分拆为一家独立公司。