$第一太陽能(FSLR.US)$ $Bloom Energy(BE.US)$ $Sunrun(RUN.US)$ 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...
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.
新紀元能源股票討論區
$Bloom Energy(BE.US)$
$Sunrun(RUN.US)$
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...
專欄How Energy Investors Are Riding the AI Wave? Betting on Power Stocks!
Rapidly Dec...
專欄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
專欄以色列和巴勒斯坦衝突對股市的影響
1. **地緣政治風險:** 衝突可能導致地緣政治緊張局勢升級,這可能會引發投資者的不安情緒。股市通常對不穩定的地緣政治局勢敏感,可能會導致股價下跌。
2. **能源價格:** 中東地區是全球重要的能源產地,特別是原油和天然氣。衝突可能導致原油價格上漲,這會對能源相關行業和整個股市產生負面影響。
3. **國際關係:** 衝突可能引發國際社會的干預和外交努力,這可能會對全球經濟和金融市場產生連鎖反應。
4. **地區穩定性:** 中東地區的不穩定性可能對該地區的股市產生直接衝擊,但也可能對全球股市產生影響,因爲全球經濟是相互聯繫的。
需要注意的是,股市的反應通常取決於多種因素,包括衝突的規模、持續時間、國際社會的反應以及投資者的情緒。因此,投資者應密切關注相關新聞,了解局勢的演變,以更好地評估投資風險。此外,多樣化投資組合也可以幫助降低地緣政治風險對個人投資的影響。
以色列和巴勒斯坦衝突通常會對特定類型的股票和行業產生更大的影響。以下是可能受到衝突影...
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