$第一太阳能(FSLR.US)$ $Bloom Energy(BE.US)$ $Sunrun(RUN.US)$ My research shows these to be most promising Solar for now. The focus is on capacity and expansion. In 2026, US home installation will be tax deductable (unless Trump win, then he will try to kill IRA bill to the detriment of society but enriches himself from saudi oil deals [lookinatyoukushnerscum]) General US population pays almost no attention to fine details in bills. Therefore, an advantage is made for those looking at the big pi...
As generative AI technology (GenAI) rapidly advances, investors eager to capitalize on the AI trend have shifted their focus to a once-quiet niche in the market—the companies that own and operate power plants.$摩根士丹利(MS.US)$'s latest report delves into the fast-paced growth of AI demand and the current state of power infrastructure, highlighting a potential investment hotspot that was previously overlooked. Rapidly Dec...
Fred Guarino :
Totally agree with this logic, as an electrical engineer, it makes sense to me. I would also add nuclear power plays SMR and BWXT to this list.
NextEra Energy's limited growth expectations contrast with its market-like P/E ratio, potentially setting investors up for disappointment. The weak earnings outlook and slower growth could risk a share price decline and a lower P/E ratio.
The landscape of U.S. equities is abuzz with anticipation as artificial intelligence (AI) cements its place as a transformative force in the technology sector. In a recent analysis by$高盛(GS.US)$, optimism for AI integration remains robust, yet valuations steer clear of the vertiginous heights of previous market bubbles. Goldman Sachs' insights reveal that market-implied long-term growth expectations hav...
Despite a high ROE, the significant debt usage dampens enthusiasm for this business. High quality firms typically have high ROE and low debt. If two firms have similar debt to equity levels, the one with higher ROE is usually preferred.
Investing Group leaders, Wolf Report and Dilantha De Silva, show positivity on NextEra Energy's valuation. Despite challenges from high interest rates, De Silva assures the company's long-term prospects remain strong.
新纪元能源股票讨论区
$Bloom Energy(BE.US)$
$Sunrun(RUN.US)$
My research shows these to be most promising Solar for now. The focus is on capacity and expansion.
In 2026, US home installation will be tax deductable (unless Trump win, then he will try to kill IRA bill to the detriment of society but enriches himself from saudi oil deals [lookinatyoukushnerscum])
General US population pays almost no attention to fine details in bills. Therefore, an advantage is made for those looking at the big pi...
专栏How Energy Investors Are Riding the AI Wave? Betting on Power Stocks!
Rapidly Dec...
专栏Missed out on Nvidia? These Alternatives Are Expected to See Growth: Goldman Sachs
Goldman Sachs' insights reveal that market-implied long-term growth expectations hav...
Guggenheim Maintains Buy on NextEra Energy, Raises Price Target to $80
专栏以色列和巴勒斯坦衝突对股市的影响
1. **地缘政治风险:** 冲突可能导致地缘政治紧张局势升级,这可能会引发投资者的不安情绪。股市通常对不稳定的地缘政治局势敏感,可能会导致股价下跌。
2. **能源价格:** 中东地区是全球重要的能源产地,特别是原油和天然气。冲突可能导致原油价格上涨,这会对能源相关行业和整个股市产生负面影响。
3. **国际关系:** 冲突可能引发国际社会的干预和外交努力,这可能会对全球经济和金融市场产生连锁反应。
4. **地区稳定性:** 中东地区的不稳定性可能对该地区的股市产生直接冲击,但也可能对全球股市产生影响,因为全球经济是相互联系的。
需要注意的是,股市的反应通常取决于多种因素,包括冲突的规模、持续时间、国际社会的反应以及投资者的情绪。因此,投资者应密切关注相关新闻,了解局势的演变,以更好地评估投资风险。此外,多样化投资组合也可以帮助降低地缘政治风险对个人投资的影响。
以色列和巴勒斯坦冲突通常会对特定类型的股票和行业产生更大的影响。以下是可能受到冲突影...
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