卡特彼勒：电力设备对增长的推动作用已超越推土机

环球市场播报10-30

提起卡特彼勒公司（Caterpillar Inc．），人们总会联想到黄色推土机与矿用卡车，如今，另一种类型的机械正为该公司注入增长动力。　　随着全球对人工智能基础设施的需求激增，为数据中心提供电力支持的发电机与涡轮机，已成为卡特彼勒的核心增长引擎。卡特彼勒于周三向投资者透露，最新一个季度里，这类产品的销售额同比增长 31%，大幅超过其传统设备的销售增速。　　科技巨头们正竞相扩大人工智能算力规模...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2579186774?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-10-30 00:53","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2579186774","market":"other","top_or_hot":-1,"title":"卡特彼勒：电力设备对增长的推动作用已超越推土机","media":"环球市场播报","content":"<div>\n<p>提起卡特彼勒公司（Caterpillar Inc．），人们总会联想到黄色推土机与矿用卡车，如今，另一种类型的机械正为该公司注入增长动力。\n　　随着全球对人工智能基础设施的需求激增，为数据中心提供电力支持的发电机与涡轮机，已成为卡特彼勒的核心增长引擎。卡特彼勒于周三向投资者透露，最新一个季度里，这类产品的销售额同比增长 31%，大幅超过其传统设备的销售增速。\n　　科技巨头们正竞相扩大人工智能算力规模...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-10-30/doc-infvqwae8412531.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>卡特彼勒：电力设备对增长的推动作用已超越推土机</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n卡特彼勒：电力设备对增长的推动作用已超越推土机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-30 00:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-10-30/doc-infvqwae8412531.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>提起卡特彼勒公司（Caterpillar Inc．），人们总会联想到黄色推土机与矿用卡车，如今，另一种类型的机械正为该公司注入增长动力。\n　　随着全球对人工智能基础设施的需求激增，为数据中心提供电力支持的发电机与涡轮机，已成为卡特彼勒的核心增长引擎。卡特彼勒于周三向投资者透露，最新一个季度里，这类产品的销售额同比增长 31%，大幅超过其传统设备的销售增速。\n　　科技巨头们正竞相扩大人工智能算力规模...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-10-30/doc-infvqwae8412531.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4149","symbol_name":"建筑机械与重型卡车","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-10-30/doc-infvqwae8412531.shtml","article_id":"2579186774","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2579186774","pubTimestamp":1761756780,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"提起卡特彼勒公司，人们总会联想到黄色推土机与矿用卡车，如今，另一种类型的机械正为该公司注入增长动力。卡特彼勒于周三向投资者透露，最新一个季度里，这类产品的销售额同比增长 31%，大幅超过其传统设备的销售增速。　　总部位于美国得克萨斯州的卡特彼勒在周三发布的季度财报中表示，“能源与运输” 部门的销售额同比增长 17%。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4149":"建筑机械与重型卡车","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","BK4597":"股息贵族","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","BK4532":"文艺复兴科技持仓","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4585":"ETF&股票定投概念","CAT":"卡特彼勒","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4516":"特朗普概念","BK4520":"美国基建股","BK4588":"碎股","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc"},"translate_title":"Caterpillar: Power Equipment Has Beyond Bulldozers to Drive Growth","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CAT":1.5},"content_text":"提起卡特彼勒公司（Caterpillar Inc．），人们总会联想到黄色推土机与矿用卡车，如今，另一种类型的机械正为该公司注入增长动力。\n　　随着全球对人工智能基础设施的需求激增，为数据中心提供电力支持的发电机与涡轮机，已成为卡特彼勒的核心增长引擎。卡特彼勒于周三向投资者透露，最新一个季度里，这类产品的销售额同比增长 31%，大幅超过其传统设备的销售增速。\n　　科技巨头们正竞相扩大人工智能算力规模，在此推动下，数据中心建设热潮彻底改变了卡特彼勒旗下曾一度增长乏力的业务板块。该公司旗下 “能源与运输” 部门（Energy & Transportation）主要销售发电机及相关机械，过去其业绩一直落后于另外两大业务部门。如今，这个同时为石油生产商和铁路服务商提供设备的部门，已成为卡特彼勒规模最大、增长最快的业务板块 —— 去年该部门营收占公司总营收的比例约为 40%。\n　　总部位于美国得克萨斯州的卡特彼勒在周三发布的季度财报中表示，“能源与运输” 部门的销售额同比增长 17%。部分分析师预计，未来几年该部门的营收有望实现翻倍，甚至三倍增长。\n　　琼斯交易公司（JonesTrading）首席市场策略师迈克尔・奥罗克（Michael O’Rourke）表示：“这充分体现了宏观经济趋势在微观经济层面的具体呈现。目前已有广泛报道指出，人工智能数据中心建设是今年美国国内生产总值（GDP）增长的关键驱动力，而卡特彼勒发电业务的强劲需求，正从其财报数据中印证了这一点。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2579186774","isCrawlerRequest":true}