瑞银预测美国非住宅建筑下半年复苏，看好卡特彼勒等建筑股

环球市场播报05-22

瑞银于5月21日发布研报称，尽管美国建筑师协会的建筑账单指数4月降至48.3，显示建筑设计服务需求连续走弱，但非住宅建筑的整体前景预计将在2026年下半年改善，受益于大型工业和基础设施项目的推进。　　瑞银分析师Steven Fisher表示，虽然通胀和高利率可能继续对商业建筑市场构成压力，但半导体工厂、生命科学设施、电网升级、发电项目、液化天然气项目及更广泛的基础设施建设等长期增长领域将有助于...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-05-22/doc-inhysxny8782086.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银于5月21日发布研报称，尽管美国建筑师协会的建筑账单指数4月降至48.3，显示建筑设计服务需求连续走弱，但非住宅建筑的整体前景预计将在2026年下半年改善，受益于大型工业和基础设施项目的推进。\n　　瑞银分析师Steven Fisher表示，虽然通胀和高利率可能继续对商业建筑市场构成压力，但半导体工厂、生命科学设施、电网升级、发电项目、液化天然气项目及更广泛的基础设施建设等长期增长领域将有助于...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-22/doc-inhysxny8782086.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":"LU0742534661.SGD","symbol_name":"Fidelity America A-SGD 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Rentals此前已被瑞银上调至“买入”评级，目标价1025美元。\n　　Fisher指出，新项目询盘量从56.8升至57.7，设计合同从47.8微升至48.0，这预示着未来工业、工程及建材企业的需求可能出现反弹。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","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":"economic","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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; 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