Cummins 迎來強勁需求 連續盈利超預期

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康明斯因數據中心的強勁需求而超越季度利潤預期

(路透社)- 康明斯公司(NYSE:CMI)在週二公布的第三季度報告中,由於數據中心對其發電產品的強勁需求,利潤超出預期,該公司股價在盤前交易中上漲超過4%。

隨著科技行業對能源需求高漲的人工智能數據中心需求上升,發電解決方案供應商在最近幾個季度的業績得以提升。

總部位於印第安納州的康明斯在其分銷部門實現了雙位數的收入增長,該部門專注於批發發電產品和進行維修服務。此外,康明斯的電力系統部門也設計和銷售工業應用的引擎。

強勁的業績彌補了由於北美重型卡車市場疲軟而導致的組件和引擎部門的收入下降,康明斯在該市場提供引擎及相關零部件。

該公司預期這一趨勢在第四季度將持續。

康明斯報告第三季度收入為84.5億美元,超過分析師預期的83億美元,根據LSEG的數據顯示。

該公司的第三季度每股收益為5.86美元,亦超過分析師平均預期的4.80美元每股。

核心收益或息稅折舊攤銷前利潤(EBITDA)為14億美元,佔銷售的16.4%,而去年同期為12億美元,佔14.6%的銷售額。

這份報告顯示出康明斯在多變的經濟環境中如何靈活應對市場需求,尤其是在數據中心這一增長快速的市場。隨著人工智能和大數據技術的發展,數據中心的需求只會持續上升,這對於康明斯等提供發電解決方案的公司來說,無疑是一個長期的利好消息。

然而,值得注意的是,儘管康明斯的整體業績表現良好,但其在北美重型卡車市場的挑戰仍然存在。這提醒我們,企業不應只專注於一個增長領域,而應保持多元化,以應對市場的波動和不確定性。未來,康明斯如何在保持其在數據中心市場的優勢的同時,改善其在傳統重型卡車市場的表現,將是投資者和市場關注的焦點。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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Drone photo near Christ the Redeemer in Rio. Include a close-up of the tourist using {reference_image} as the face, standing at the viewpoint. He wears a casual t-shirt, shorts, and sneakers. Drone hovers slightly in front and above him, capturing both his face clearly and the giant statue towering behind. Generate an ultra-realistic, highly ultra-detailed, 8k resolution with 1080x1080 pixel portrait of me using the uploaded image for reference (preserved the likeness and the original face for reference) of a cinematic studio portrait of a woman seated on a simple wooden chair with a minimalist design, positioned slightly to the left of the frame. She is captured in a contemplative pose, with her body turned to the left, her left arm resting gracefully on the back of the chair, and her right hand gently touching her face near her lips, conveying a sense of introspection and elegance. Her long, wavy hair cascades naturally over her shoulders, framing her face and adding softness to the composition. She wears an oversized, textured knit sweater that slips off her shoulders, exposing her collarbones and upper chest, emphasizing a relaxed and intimate mood. Her legs are bare, with her right foot flat on the ground and her left knee slightly raised, creating a dynamic line that guides the viewer’s eye through the composition. *** The background is a seamless, deep charcoal or dark brown studio backdrop, providing a rich, neutral setting that enhances the dramatic lighting. The lighting setup features a single, soft yet directional light source positioned to the left of the subject, casting gentle, sculptural shadows that highlight the contours of her face, shoulders, and arms, while creating a subtle gradient across her form. The light accentuates the texture of her sweater and the natural shine of her hair, adding depth and dimension to the image. The color palette is monochromatic with warm, muted tones—shades of gray, brown, and beige—contributing to a timeless, artistic aesthetic. The image is shot with a professional full-frame camera using an 85mm or 50mm lens at a wide aperture (f/1.8 to f/2.😎 to achieve a shallow depth of field, ensuring the subject is in sharp focus while the background remains softly blurred. The resolution is ultra-high, capturing every detail from the fine texture of her sweater to the subtle expression of her pose. The overall style is elegant, contemplative, and refined, emphasizing mood and atmosphere over overt glamour. Post-processing is minimal, maintaining natural skin tones, enhancing contrast and clarity, and preserving the authenticity of the scene. This portrait embodies a delicate balance between simplicity and emotional depth, making it suitable for fine art, editorial, or fashion photography. Base Setup

keep 100 percent facial information adherence of the attached image and turn her into a fashion model walking through a dim stone tunnel toward a bright exit, captured as a live action photograph or movie still, not an illustration or CGI render. Her styling leans seductive and attractive through fashion, attitude, and mood rather than explicit content.

Shot and Camera

Full body silhouette shot from behind at slightly low camera height, matching the original perspective and narrow tunnel framing. Keep her stride, tunnel curvature, and vanishing light exactly as seen.

Identity and Pose

Preserve her height impression, slim silhouette, hair length, and body proportions. She walks forward with one hip subtly angled, natural arm swing, confident stride, and a slow, sensual rhythm. Her head tilts slightly as if aware of being watched. Include 8k Photorealistic and hyper realistic.

Lighting and Environment

Strong backlight from the tunnel exit creates a glowing rim around her body, with soft, scattered reflections on the wet stone floor. The tunnel remains dark with textured stone irregularities and real moisture streaks. Add subtle haze for realism and keep the environment grounded with accurate shadows and surface wear.

Masking and Constraints

Change only the outfit and styling, keep lighting, perspective, white balance, pose, face geometry, body proportions, and silhouette the same. Absolutely no added text, no cartoon look, no CGI sheen, no plastic skin, no floating feet, and no overly clean backgrounds. Maintain consistent perspective, grounded contact shadows, film like grain, and full live action realism.

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