写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述，并无主观倾向性，也不是投资建议，纯属 娱乐性质。 一顿操作猛如虎，基金净值已更新，谁是基金中的王者，谁又垫底，请看数据： | 基金简称 PK | | | 人都是很多的一切的电影 | | | --- | --- | --- | --- | --- | | 1 | 富国价值发...C | 1.2962 | 3.92% | 8 | | | 019343 | 2026-1-20 | | | | 2 | 富国价值发... A | 1.3122 | 3.92% | 27 | | | 019342 | 2026-1-20 | | | | 3 | 国投瑞银白 ... A | 2.6095 | 3.88% | 8 | | | 161226 | 2026-1-20 | | | | 4 | 富国研究精 ... C | 2.9810 | 3.65% | 7 | | | 016313 | 2026-1-20 | | | | 5 | 富国研究精... D | 3.0400 | 3.61% | | | | 019636 | 2026-1-2 ...

We came across a bullish thesis on Terex Corporation on Value Investors Club by lordbeaverbrook. In this article, we will summarize the bulls’ thesis on TEX. Terex Corporation's share was trading at $60.65 as of January 13th. TEX’s trailing and forward P/E were 25.70 and 11.22 respectively according to Yahoo Finance. USA Rare (USAR) Earth Falls 12.7% as Govt Picks Foreign Firm for New Deal Terex Corporation provides materials processing machinery and mobile elevating work platforms worldwide. TEX present ...

Core Viewpoint - Cummins Inc. has shown strong stock performance with a 5.95% increase over the past month and a 47.21% increase over the past year, leading to optimism among long-term shareholders, although concerns about potential overvaluation based on the price-to-earnings (P/E) ratio are present [1]. Group 1: Stock Performance - The current trading price of Cummins Inc. stock is $523.50, reflecting a 0.28% increase [1]. - Over the past month, the stock has increased by 5.95%, and over the past year, it has risen by 47.21% [1]. Group 2: P/E Ratio Analysis - The P/E ratio is a critical metric for long-term shareholders to evaluate the company's market performance against historical earnings and industry standards [5]. - Cummins Inc. has a P/E ratio of 27.06, which is lower than the aggregate P/E ratio of 60.45 in the Machinery industry, suggesting that shareholders may perceive the stock as potentially underperforming compared to industry peers [6]. - A low P/E ratio can indicate undervaluation but may also reflect weak growth prospects or financial instability, emphasizing the need for a comprehensive analysis of the company's financial health [9].

Group 1 - Caterpillar Inc. is recognized as one of the 14 Best Dividend Aristocrats to invest in heading into 2026 [1] - Bernstein raised its price target for Caterpillar to $630 from $557, maintaining a Market Perform rating, anticipating a recovery in 2026 driven by better alignment of monetary and fiscal policies [2] - The company experienced a 9.6% decline in stock price over five sessions ending December 18, marking the weakest performance in the S&P 500 Machinery Index, but has since rebounded nearly 1% through December 22 [3] Group 2 - Caterpillar's stock saw a significant rise of approximately 60% this year, attributed to its involvement in AI-related markets and lower interest rates supporting construction activity [4] - The company is the world's leading manufacturer of construction and mining equipment, also producing off-highway diesel and natural gas engines, industrial gas turbines, and providing related power systems and financial products [5]

Let's bring in Tammy Zakaria, executive director and head of machinery engineering and construction research at JP Morgan. Who would have thought machinery engineering and construction was the sexiest stock of uh 2025. Why why do you think Caterpillar gained so much.>> First of all, thank you for having me. uh we we did think about it and it Caterpillar was one of our top picks for this year and what you're really seeing is a change in narrative for Caterpillar. Historically, if you look at Caterpillar, it ...

Cognex Corporation (NASDAQ:CGNX) is included among the 15 Dividend Stocks with Low Payout Ratios and Strong Upside. Cognex (CGNX) in Focus as Truist Maps a More Selective 2026 Industrials Outlook On December 18, Truist lowered its price target on Cognex Corporation (NASDAQ:CGNX) to $42 from $45 and kept a Hold rating. The move came in a broader preview of machinery, infrastructure services, and multi-industry industrial names heading into 2026. The firm said it still favors power-related markets, includ ...

Wind统计显示，12月23日，申万31个一级行业中有18个行业获融资净买入，其中，电子行业获融资净 买入额居首，当日净买入27.65亿元；获融资净买入居前的行业还有电力设备、机械设备、通信、有色 金属、化工、医药生物等。 个股方面，12月23日，有1975只个股获融资净买入，净买入金额在3000万元以上的有171股。其中，13 股获融资净买入额超2亿元。寒武纪-U获融资净买入额居首，净买入8.79亿元；融资净买入金额居前的 还有英维克、胜宏科技、紫金矿业、新易盛、阳光电源、天赐材料、工业富联、中际旭创等股。 ...

Group 1: Company Overview - Cummins Inc. is an American multinational corporation that designs, manufactures, and distributes diesel engines, electric vehicle components, and power generation products [4] - The company's main products in the hydrogen sector include hydrogen fuel cell powertrains for commercial vehicles, heavy-duty hydrogen engines, and large-scale electrolyzers [4] Group 2: Market Outlook and Analyst Ratings - On December 11, Citi raised the price target for Cummins Inc. stock to $580 from $530 while maintaining a Buy recommendation, reflecting a positive outlook for the machinery sector, particularly in construction and mining [1] - Barclays reaffirmed a Hold rating on Cummins stock with a price target of $515 on the same day [2] - UBS upgraded Cummins stock rating to Neutral from Sell and increased the price target to $500 from $350, based on expectations that the truck market cycle will reach its lowest point in 2026 [2] Group 3: Performance Expectations - UBS analysts anticipate possible lower results than expected for Cummins' engine and parts businesses in the first half of 2026 due to falling truck market conditions and pressure on profit margins [3] - However, these challenges may be offset by better-than-expected performance in power generation [3]

Summary of Key Points from Conference Call Industry Overview - **Industry Focus**: The discussion primarily revolves around the **distributed power generation** sector, particularly in relation to **data centers** and the competitive landscape involving major players like **CAT** (Caterpillar) and **CMI** (Cummins) [2][4]. Core Insights - **Demand Trends**: There is a growing demand for **on-site generation** and **backup power**, which is favorable for CAT. The shift towards **prime power** (natural gas) over traditional grid power is seen as a potential challenge for CMI unless it diversifies its product offerings [2][4]. - **Competitive Dynamics**: CAT is perceived to have a competitive edge due to its diverse product range in diesel and gas engines, while CMI and Rolls Royce may face vulnerabilities due to their focus on diesel [4][5]. - **Natural Gas Preference**: Natural gas is favored for prime power applications due to lower emissions and maintenance costs compared to diesel. This shift is expected to impact the market dynamics significantly [4][5]. - **Capacity Constraints**: Diesel engine capacity is expanding rapidly, leading to shorter lead times, while gas capacity is constrained and expected to remain tight until 2027, which may support OEM pricing [4][5]. Additional Insights - **Market Entry and Pricing Pressure**: New entrants in the diesel engine market are not expected to capture significant market share quickly. However, they may exert pricing pressure on incumbents like CAT and CMI due to competitive pricing strategies [4][5]. - **Generator Preferences**: Smaller generators (2-4 MW) are preferred for both prime and backup applications due to their redundancy and ease of redeployment. Larger gas turbines are increasingly adopted for larger data centers [4][5]. - **Dealer Networks**: Reliable dealer networks are crucial for OEM differentiation, especially given the uptime requirements in the industry [4]. Financial Outlook - **Pricing and Margin Concerns**: There are concerns regarding potential pricing and margin erosion in backup power applications, which could negatively impact both CMI and CAT [5]. - **Investor Sentiment**: Investors are cautious about the current market conditions, questioning the timing for investments in URI (United Rentals) and its ability to achieve double-digit EBITDA growth in the future [10][12][13]. Conclusion - The shift towards distributed generation and natural gas applications presents both opportunities and challenges for key players in the industry. CAT is well-positioned to benefit from these trends, while CMI may need to adapt its strategy to maintain competitiveness. The overall market dynamics are influenced by capacity constraints, pricing pressures, and evolving customer preferences.

Automated factory laser-cutting a metal sheet with sparks flying, symbolizing industrial and manufacturing strength. Key Points The industrials sector is showing signs of leadership, with XLI breaking out of a lengthy consolidation and outperforming the broader market in the short term. XLI’s breakout above $155 suggests capital rotation into industrials may be gaining momentum into year-end. GE Vernova and RTX stand out as sector leaders, both posting substantial YTD gains and fresh breakouts backed b ...