异动解读 | 券商看好北美卡车市场复苏，康明斯盘中大涨5.08%

异动解读02-07

康明斯(CMI)今日盘中大涨5.08%，引起了市场的广泛关注。

消息面上，多家华尔街券商发布了对康明斯的积极观点。杰富瑞(Jefferies)将其目标价从630美元上调至645美元，并指出其动力系统将推动2026年的增长，同时认为北美卡车销量可能在下半年出现拐点。摩根士丹利(Morgan Stanley)也上调了目标价，并认为对康明斯动力系统业务放缓的担忧是多余的，强劲的订单表明北美8类卡车市场已经触底，并可能在今年复苏。此外，康明斯此前公布的第四季度业绩显示收入略有增长，其发电系统和分销部门需求强劲，也为股价提供了支撑。

这些积极的券商观点和对行业复苏的预期，共同推动了康明斯股价在今日交易时段内显著上涨。

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