12/29/2024, 05:30 AM UTC
卡特彼勒：2025年宏观经济展望预示重型设备行业问题Caterpillar: Macroeconomic Outlook For 2025 Signals Trouble For Heavy Equipment
1、卡特彼勒的业绩与宏观经济周期紧密相关；2、由于借贷成本和成本通胀上升，建筑支出一直处于停滞状态；3、预计2025年基础设施投资将放缓；4、卡特彼勒的利润率处于较高水平，如果重型设备短缺逆转，可能预示着利润的大幅下降；5、长期基础设施需求重大，但当前经济趋势表明，2025年卡特彼勒可能面临下滑。1. Caterpillar's performance is closely tied to macroeconomic cycles; 2. Construction spending has remained stagnant due to higher borrowing costs and cost inflation; 3. Infrastructure investments are expected to slow in 2025; 4. Caterpillar's profit margins are at a high level, indicating potential profit decline if the heavy equipment shortage reverses; 5. Long-term infrastructure needs are significant, but immediate economic trends suggest a potential decline for CAT in 2025.---
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