摩根大通最新研究报告将道明尼能源(NYSE: D)目标股价从53美元大幅调升至56美元。此次上调幅度达5.7%,创下该机构近三个月来对该股的最高预期值。
分析师团队在最新评估中指出,此次调整基于对道明尼能源资产优化进程的重新评估。随着弗吉尼亚州海岸风电项目如期推进及输配电网络升级计划取得监管突破,公司现金流生成能力有望超预期增长。值得注意的是,此次目标价调整发生在道明尼能源公布二季度财报前夕,显示投行对其基础设施转型战略的认可。
市场观察人士认为,此举可能引发连锁反应。当前覆盖道明尼能源的26家机构中,已有富国银行、瑞银集团等五家机构在近两周内同步调升评级。期权市场数据显示,看涨合约未平仓量在消息公布后三小时内激增37%,押注股价突破52周高位的价外期权交易量骤增两倍。
截至发稿,道明尼能源盘前交易上涨1.8%,报49.23美元。若达到摩根大通新目标价,意味着该股存在近14%上行空间。能源板块分析师指出,公用事业类股近期获机构资金持续流入,过去一个月行业ETF(XLU)累计吸金达18亿美元。
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