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Schwab Network发布 2026-10-05
《Ted Weisberg on Energy, Market Breadth & META Buy Opportunity》
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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。

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 .

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