CAT 全部观点

CAT 这一页 3 条观点条目,其中 0 条方向发生变化。

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T3 Live发布 2026-10-01
《Micron CRUSHES Earnings. Is It a Buy?》
$CAT看涨
若和平协议压低原油价格,CAT 将突破上升三角形,挤压空头,从 832-833 上行至 922(50% 回撤位)或 960。

Caterpillar。没错。我说的。Caterpillar。如果我们达成和平协议,而且原油真的回落,我认为你会从这个上升三角形中突破出来。我知道这通常是看跌的信号,意味着继续走低。

我们真的可能通过 832、833 挤压空头,至少实现到 922 的 50% 回撤,也许到 960。这看起来已经准备好爆发,让空头措手不及。

Caterpillar. That's right. I said it. Caterpillar. If we have a peace deal and and crude really comes in, I think you're going to pop out of this ascending triangle here. I know this is typically a bearish omen, right, of continuation lower.

Uh we could really squeeze the shorts through uh 832, 833, and uh at least put in a 50% retracement to 922, maybe uh 960. This looks ready to explode and catch the uh catch the bears with their proverbial pants down.

Schwab Network发布 2026-09-28
《Joe Tigay on Quiet VIX, Hyperscaler AI Spending & BRK/B, JPM, CAT Value》
$CAT看涨
CAT 是一项稳健的 AI 基础设施投资标的,无论具体模型结果如何都能受益,其涡轮机业务还能为能源需求带来额外价值。

John Deere 和 Caterpillar 这类名字也在你关注的范围之内。是的,这是对人工智能基础设施类型的投资。另一个名字,无论最终在 AI 模型竞赛、还是 MBA 竞赛中谁胜出,或者结果如何,都无关紧要。

names like John Deere and Caterpillar are also among your interests. Yes, this is the type of investment in artificial intelligence infrastructure. Another name that doesn't matter who the ultimate winner will be in the AI modeling race, or the MBA race, or whatever the outcome may be.

我也对 Caterpillar 的其他可能性非常兴奋,它的涡轮机将在能源方面提供助力。

I am also very excited about the other possibilities for Caterpillar, with its turbines, which will help on the energy side.

The Investor's Podcast发布 2026-08-22
《CATL: The $280 Billion Company You've Never Heard Of | Bull vs. Bear w/Stig, Manish, & Ralph》
$CAT未站边
卡特彼勒的投资是对垂直整合的竞争优势布局,而非追求财务回报;将其约110亿美元的长期股权投资按账面价值计入后,有效估值倍数从18倍降至17倍营业利润。

但CAT还在做的是,他们正在为这些换电站增加超级充电桩。因此,同一个站既可以服务换电,也可以服务固定电池车辆。

But what CAT is also doing is that they are adding superchargers to these swapping stations. So the same station can cater to both a battery swapping as well as fixed battery vehicles.

是的,我认为CAT的投资组合更多是战略性的,而非财务性的。这有助于他们实现垂直整合。它涵盖了从上游矿业公司到下游汽车制造商以及储能系统中的电力基础设施参与者。

Yeah, I like I think the CAT's investment portfolio I think is more strategic than financial. It helps them to achieve vertical integration. It spans upstream mining companies to downstream automakers and power infrastructure player in the energy storage system.

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