11月6日,卡特彼勒(CAT.N)股价盘中大涨9.08%,收于411.18美元/股,成为当天表现最佳个股,引发市场广泛关注。
造成股价大涨的主因在于唐纳德·特朗普当天赢得美国总统大选后,提出了一系列利好制造业的政策。特朗普在竞选期间曾多次承诺,将通过减税和提供激励措施等办法,吸引企业将生产线由海外转移回美国本土。
作为全球最大的重型设备和建筑机械制造商之一,业内人士指出这些政策无疑将大幅提振卡特彼勒的产品需求。奥本海默分析师Colin Rusch表示:"我们预计随着投资者消化这一消息,市场将出现大幅重定位。卡特彼勒将受益于设施向美国的转移,并可能降低税收。"此外,税收减免也将提高公司的利润率水平。
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