智通财经APP获悉，摩根士丹利分析师David Arcaro将DTE能源(DTE.US)目标价从138美元上调至140美元，同时维持“增持”评级。该行正在更新北美受监管且多元化的公用事业/独立发电商板块股票的目标价，并强调这些公用事业公司在7月份的表现优于标普指数。值得注意的是，该行认为核能具有长期优势，但目前市场未能充分认识到这一点。
DTE能源在2025年上半年向其公用事业部门投入了超过18亿美元，并将继续按计划在今年投资44亿美元，重点在于提升其电力和天然气基础设施的安全性和可靠性，以及对发电机组进行改造。自2023年以来，由于对电网的持续投资、流程改进以及恶劣天气减少，DTE 能源的断电时间缩短了75%。
2025年的持续进步将使公司有信心在2029年之前实现其目标，即断电时间缩短30%和客户停电时间减少50%。
截至周一美股收盘，DTE能源跌1.36%，报134.74美元。该股今年以来累计上涨13.4%，跑赢标普500指数。
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