BUZZ-TD Cowen 以电力需求增加为由首次覆盖公用事业公司

路透中文

Jan 09

BUZZ-TD Cowen 以电力需求增加为由首次覆盖公用事业公司

1月9日 - ** TD Cowen 首次覆盖公用事业公司，理由是电力需求增加，尤其是数据中心、人工智能和大型工业负荷的需求增加

** 称Calpine的整合为签约提供了极具吸引力的机会，且Constellation Energy CEG.O 的交易将持续签署至2026年。

** 预计 Entergy ETR.N EPS 到 2030 年将增长 10.5%，在工业和数据中心客户负荷高速增长的支持下，还有潜在的上升空间

** 认为海上风电政策风险是 Dominion D.N的一个主要障碍，但也预计弗吉尼亚州数据中心驱动的负荷增长将支持持续需求

** 认为爱迪生联合电力公司ED.N是一家 "独特的防御性公用事业公司"，但预计如果人工智能引领的上行趋势持续，防御性将不再那么重要。

经纪公司的目标价和评级：

公司	目标价	评级
星座能源CEG.O	$440	买入
道明尼能源D.N	$65	持有
Entergy ETR.N	$108	买入
爱迪生联合电力公司ED.N	$105	持有

(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)

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</span>** TD Cowen 首次覆盖公用事业公司，理由是电力需求增加，尤其是数据中心、人工智能和大型工业负荷的需求增加</p><p>** 称Calpine的整合为签约提供了极具吸引力的机会，且<a href=\"https://laohu8.com/S/CEG\">Constellation</a> Energy <span>CEG.O</span> 的交易将持续签署至2026年。</p><p>** 预计 Entergy <span>ETR.N</span> EPS 到 2030 年将增长 10.5%，在工业和数据中心客户负荷高速增长的支持下，还有潜在的上升空间 </p><p>** 认为海上风电政策风险是 <a href=\"https://laohu8.com/S/D\">Dominion</a> <span>D.N</span>的一个主要障碍，但也预计弗吉尼亚州数据中心驱动的负荷增长将支持持续需求</p><p>** 认为爱迪生联合电力公司<span>ED.N</span>是一家 \"独特的防御性公用事业公司\"，但预计如果人工智能引领的上行趋势持续，防御性将不再那么重要。</p><p>经纪公司的目标价和评级：</p><table><tbody><tr><td><p>公司</p></td><td><p>目标价</p></td><td><p>评级</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/STZ\">星座</a>能源<span>CEG.O</span></p></td><td><p>$440</p></td><td><p>买入</p></td></tr><tr><td><p>道明尼能源<span>D.N</span></p></td><td><p>$65</p></td><td><p>持有</p></td></tr><tr><td><p>Entergy <span>ETR.N</span></p></td><td><p>$108 </p></td><td><p>买入</p></td></tr><tr><td><p>爱迪生联合电力公司<span>ED.N</span></p></td><td><p>$105</p></td><td><p>持有</p></td></tr></tbody></table><p>(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ-TD Cowen 以电力需求增加为由首次覆盖公用事业公司</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBUZZ-TD Cowen 以电力需求增加为由首次覆盖公用事业公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1098195322\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">路透中文 </p>\n<p class=\"h-time\">2026-01-09 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-TD Cowen 以电力需求增加为由首次覆盖公用事业公司</title></head><body><p><span>1月9日</span><span> - </span>** TD Cowen 首次覆盖公用事业公司，理由是电力需求增加，尤其是数据中心、人工智能和大型工业负荷的需求增加</p><p>** 称Calpine的整合为签约提供了极具吸引力的机会，且<a href=\"https://laohu8.com/S/CEG\">Constellation</a> Energy <span>CEG.O</span> 的交易将持续签署至2026年。</p><p>** 预计 Entergy <span>ETR.N</span> EPS 到 2030 年将增长 10.5%，在工业和数据中心客户负荷高速增长的支持下，还有潜在的上升空间 </p><p>** 认为海上风电政策风险是 <a href=\"https://laohu8.com/S/D\">Dominion</a> <span>D.N</span>的一个主要障碍，但也预计弗吉尼亚州数据中心驱动的负荷增长将支持持续需求</p><p>** 认为爱迪生联合电力公司<span>ED.N</span>是一家 \"独特的防御性公用事业公司\"，但预计如果人工智能引领的上行趋势持续，防御性将不再那么重要。</p><p>经纪公司的目标价和评级：</p><table><tbody><tr><td><p>公司</p></td><td><p>目标价</p></td><td><p>评级</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/STZ\">星座</a>能源<span>CEG.O</span></p></td><td><p>$440</p></td><td><p>买入</p></td></tr><tr><td><p>道明尼能源<span>D.N</span></p></td><td><p>$65</p></td><td><p>持有</p></td></tr><tr><td><p>Entergy <span>ETR.N</span></p></td><td><p>$108 </p></td><td><p>买入</p></td></tr><tr><td><p>爱迪生联合电力公司<span>ED.N</span></p></td><td><p>$105</p></td><td><p>持有</p></td></tr></tbody></table><p>(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ED","symbol_name":"爱迪生联合电气","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260109:nL4T3YA0XI:1","article_id":"2602798303","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2602798303","pubTimestamp":1767965616,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"路透中文","introduction":"路透中文","home_visible":1,"id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-TD Cowen 以电力需求增加为由首次覆盖公用事业公司1月9日 - ** TD Cowen 首次覆盖公用事业公司，理由是电力需求增加，尤其是数据中心、人工智能和大型工业负荷的需求增加** 称Calpine的整合为签约提供了极具吸引力的机会，且Constellation Energy CEG.O 的交易将持续签署至2026年。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"ED":"爱迪生联合电气","CEG":"Constellation Energy Corp","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","LU1621768206.USD":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (USD) ACC","IE00BMG7P702.HKD":"FTGF CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOME \"A\" (HKD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2346227817.USD":"BGF SUSTAINABLE GLOBAL INFRASTRUCTURE \"A2\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4566":"资本集团","IE00BMG7P694.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis USD Plus","LU2384288077.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A-INS\" (EUR) ACC","IE00B19Z3B42.SGD":"Legg 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demand","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"D":0.9,"ED":0.9,"CEG":0.9,"ETR":0.9},"content_text":"BUZZ-TD Cowen 以电力需求增加为由首次覆盖公用事业公司1月9日 - ** TD Cowen 首次覆盖公用事业公司，理由是电力需求增加，尤其是数据中心、人工智能和大型工业负荷的需求增加** 称Calpine的整合为签约提供了极具吸引力的机会，且Constellation Energy CEG.O 的交易将持续签署至2026年。** 预计 Entergy ETR.N EPS 到 2030 年将增长 10.5%，在工业和数据中心客户负荷高速增长的支持下，还有潜在的上升空间 ** 认为海上风电政策风险是 Dominion D.N的一个主要障碍，但也预计弗吉尼亚州数据中心驱动的负荷增长将支持持续需求** 认为爱迪生联合电力公司ED.N是一家 \"独特的防御性公用事业公司\"，但预计如果人工智能引领的上行趋势持续，防御性将不再那么重要。经纪公司的目标价和评级：公司目标价评级星座能源CEG.O$440买入道明尼能源D.N$65持有Entergy ETR.N$108 买入爱迪生联合电力公司ED.N$105持有(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}