1425 ET - 资本动力2026年的指引低于预期，调整后的运营资金和EBITDA均低于预期，但TD Cowen的John Mould表示仍然有亮点。分析师指出，资本动力与阿波罗公司达成了一项新合作，旨在投资30亿美元收购商用天然气发电厂，这将使CPX能够追求更大交易的同时保持财务健康。与数据中心开发商签署的有约束力的谅解备忘录，旨在达成一项长期协议，提供250兆瓦的电力，销售预计在2028年开始。Mould重申“买入”评级和80加元的目标价，称赞CPX强大的并购业绩以及到2030年期间每股调整后运营资金（AFFO）增长8%-10%的前景，这得益于阿尔伯塔市场的利好因素。(adriano.marchese@wsj.com)
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