$CL

CL

Colgate-Palmolive Company Common Stock · Colgate-Palmolive Company Common Stock

本窗口内的全部观点与内容

07-31 → 08-30 · 美东
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08-22
The Investor's Podcast发布 2026-08-22
CATL: The $280 Billion Company You've Never Heard Of | Bull vs. Bear w/Stig, Manish, & Ralph
$CL未明确方向
宁德时代在高利润储能和许可模式上的主导地位带来上行空间,但地缘政治风险和监管审查是主要不利因素。

当然,CL 已经是全球第一的储能供应商,而且我认为有两件事让它更具吸引力。首先,由于我们之前谈到的复杂性和耐久性要求,储能业务为 CL 带来的利润率高于其核心的电动汽车电池业务。

sure and CL is already the world's number one energy storage supplier and I think that two things make it even more attractive play. First is that the storage segment carries higher margins for CL than the core EV battery business because of the complexity and the durability requirements that we talked about.

其次,我觉得更有趣的一点是,CL 不仅仅向这些数据中心销售电池。它现在正在系统地构建一个完整的储能能源生态系统,包括数据中心内部的配电。他们甚至入股电力设备制造商,并维护整个能源系统。

And the second point which I find more interesting is that CL isn't just selling batteries to these data centers. It is now systematically assembling a full stack energy ecosystem for the storage through power distribution inside the data center. They are even buying into the power equipment makers and servicing the entire energy stack.

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KOL的观察点

The Investor's Podcast08-22
market share regain in energy storage segment
暂无中文转述,仅英文原句可核对。
The Investor's Podcast08-22
regulatory outcome of the LRS licensing model
暂无中文转述,仅英文原句可核对。