<p>全球对氢的需求可能会迅速增长。事实上，根据 Markets and Markets 的数据，随着需求的增长，到 2030 年，市场价值可能从 2023 年的 2427 亿美元增长到约 4106 亿美元。这将为一些顶级氢股创造巨大机会。</p>
<p>在美国，数十亿美元正流向氢能中心。例如，本月早些时候，根据 Energy.gov 的报道，能源部（DOE）向加利福尼亚的氢能中心拨款 3000 万美元，作为总项目联邦成本份额高达 12 亿美元的第一笔资金，以开始项目计划的第一阶段。</p>
<p>在中国，到 2050 年，氢能可能会在工业热能和替代燃料生产领域看到巨大需求。据 EnergyCentral.com 报道，德国可能占据欧洲联合氢进口需求的一半以上。甚至英国表示，氢对其在 2050 年实现零排放目标至关重要。</p>
<p>简而言之，氢股值得长期持有。前方有巨大增长潜力。</p>
<h2><strong>Linde（LIN）</strong></h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：nitpicker / Shutterstock.com</p>
<p>上次提到 <strong>Linde</strong>（纳斯达克：<strong>LIN</strong>）时，我说它是 “另一家强劲的氢能股票，可以在价格下跌时购买。在测试了约 480 美元的高点后，LIN 的股价已回升至约 444 美元。从目前情况来看，我希望看到它短期内重新测试 480 美元。</p>
<p>这是在 7 月 25 日，当时 LIN 的股价为 444 美元。今天，它已上涨至 453.50 美元，仍然值得购买。</p>
<p>更重要的是，当我们等待进一步上涨时，我们可以收取其每季度 1.39 美元的股息，将于 9 月 18 日支付给截至日期为 9 月 4 日的股东。</p>
<p>此外，从其最近交易价格 453.50 美元来看，我仍希望看到它在 8 月 2 日的季度报告中，如果季度盈利增长和展望稳健，可能会测试 480 美元。</p>
<p>在其第一季度报告中，每股收益为 3.75 美元，超出 8 美分，营收为 81 亿美元，低于 2.7648 亿美元。</p>
<h2><strong>Bloom Energy（BE）</strong></h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：Sundry Photography / Shutterstock</p>
<p><strong>Bloom Energy</strong>（纽约证券交易所：<strong>BE</strong>）是另一家值得购买并持有的顶级氢能股票。</p>
<p>首先，该公司将受益于人工智能数据中心的能源需求，特别是在为 <strong>Nvidia</strong>（纳斯达克：<strong>NVDA</strong>）支持的 <strong>CoreWeave</strong> 部署燃料电池时。</p>
<p>CoreWeave 的订单是为了 “为 CoreWeave 提供大量电力，以为高密度 GPU 工作负载提供能源，远远超出等待公用事业升级服务的时间”，正如《巴伦周刊》所指出的。</p>
<p>其次，<strong>摩根大通</strong>（纽约证券交易所：<strong>MS</strong>）认为 “Bloom 是玩转 AI 主题中最被低估的方式之一”。第三，正如《巴伦周刊》所指出的，燃料电池提供了人工智能数据中心所需的可靠性，这使 Bloom 处于 “最佳位置”。</p>
<p>未来，当公司于 8 月 8 日收盘后发布第二季度财报时，我们将更清楚 Bloom 的情况。</p>
<h2><strong>Defiance Next Gen H2 ETF（HDRO）</strong></h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：Alexander Limbach / Shutterstock</p>
<p>或者，如果您更愿意以较低成本进行多样化投资，可以选择 <strong>Defiance Next Gen H2 ETF</strong>（纽约证券交易所 ARCA：<strong>HDRO</strong>）。</p>
<p>该 ETF 的费用比率为 0.30%，持有 32 只股票，这些股票至少 50% 的收入来自基于氢能源的能源。其中包括 Bloom Energy、<strong>Plug Power</strong>（纳斯达克：<strong>PLUG</strong>）、<strong>Ballard Power</strong>（纳斯达克：<strong>BLDP</strong>）、Linde 和 <strong>Air Liquide</strong>（OTCMKTS：<strong>AIQUY</strong>）等。投资者可以以约 5.02 美元的价格获得所有这些股票及更多。</p>
<p>如果我想购买 100 股，成本将超过 500 美元，这远远优于仅购买其持股之一的 100 股需要 45350 美元的情况，例如 Linde。</p>
<p>_在发布日期，Ian Cooper 对所提到的证券没有（直接或间接）任何持仓。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</p>
<p>_在发布日期，负责编辑对本文提到的证券没有（直接或间接）任何持仓。</p>
<p>Ian Cooper 是 InvestorPlace.com 的撰稿人，自 1999 年以来一直在为基于网络的咨询服务分析股票和期权。</p>
<p>能源、氢能、可再生能源</p>
<p>成长股</p>

HDRO

<p>全球对氢的需求预计将显著增加，为氢能股票创造机会。美国和中国正在向氢能中心投资数十亿美元，而德国和英国也认识到氢的重要性。Linde、Bloom Energy 和 Defiance Next Gen H2 ETF 是值得考虑的顶级氢能股票之一</p>

<p>Global demand for hydrogen could get explosive. In fact, with growing demand, the market could be worth about $410.6 billion by 2030 from $242.7 billion in 2023, according to Markets and Markets. That could create a big opportunity for some of the top hydrogen stocks.</p>
<div class="lb-trans"><p>全球对氢的需求可能会迅速增长。事实上，根据 Markets and Markets 的数据，随着需求的增长，到 2030 年，市场价值可能从 2023 年的 2427 亿美元增长到约 4106 亿美元。这将为一些顶级氢股创造巨大机会。</p>
</div><p>In the U.S., billions of dollars are flowing into hydrogen hubs. Earlier this month, for example, the Department of Energy (DOE) awarded California’s Hydrogen Hub $30 million for the first tranche of funding “out of the total project federal cost share of up to $1.2 billion to begin Phase 1 of the project plan,” reported Energy.gov.</p>
<div class="lb-trans"><p>在美国，数十亿美元正流向氢能中心。例如，本月早些时候，根据 Energy.gov 的报道，能源部（DOE）向加利福尼亚的氢能中心拨款 3000 万美元，作为总项目联邦成本份额高达 12 亿美元的第一笔资金，以开始项目计划的第一阶段。</p>
</div><p>In China, hydrogen could see massive demand through 2050 for industrial heat and the production of alternative fuels. Germany could account for more than half of the combined hydrogen import demand across Europe, reported EnergyCentral.com. Even the U.K. says hydrogen is critical for its transition to net zero by 2050.</p>
<div class="lb-trans"><p>在中国，到 2050 年，氢能可能会在工业热能和替代燃料生产领域看到巨大需求。据 EnergyCentral.com 报道，德国可能占据欧洲联合氢进口需求的一半以上。甚至英国表示，氢对其在 2050 年实现零排放目标至关重要。</p>
</div><p>In short, go long on hydrogen stocks. There’s a good deal of potential growth ahead.</p>
<div class="lb-trans"><p>简而言之，氢股值得长期持有。前方有巨大增长潜力。</p>
</div><h2><strong>Linde (LIN)</strong></h2>
<div class="lb-trans"><h2><strong>Linde（LIN）</strong></h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: nitpicker / Shutterstock.com</p>
<div class="lb-trans"><p>来源：nitpicker / Shutterstock.com</p>
</div><p>The last time I mentioned <strong>Linde</strong> (NASDAQ:<strong>LIN</strong>), I said it was “another powerhouse hydrogen stock to buy on weakness. After testing a high of about $480, rebounding shares of LIN are now back around $444. From here, I’d like to see it retest $480 near-term.”</p>
<div class="lb-trans"><p>上次提到 <strong>Linde</strong>（纳斯达克：<strong>LIN</strong>）时，我说它是 “另一家强劲的氢能股票，可以在价格下跌时购买。在测试了约 480 美元的高点后，LIN 的股价已回升至约 444 美元。从目前情况来看，我希望看到它短期内重新测试 480 美元。</p>
</div><p>That was on July 25, as LIN traded at $444. Today, it’s up to $453.50 and still a buy.</p>
<div class="lb-trans"><p>这是在 7 月 25 日，当时 LIN 的股价为 444 美元。今天，它已上涨至 453.50 美元，仍然值得购买。</p>
</div><p>Better, while we wait for further upside, we can collect its $1.39 quarterly dividend, payable Sept. 18 to shareholders of record as of Sept. 4.</p>
<div class="lb-trans"><p>更重要的是，当我们等待进一步上涨时，我们可以收取其每季度 1.39 美元的股息，将于 9 月 18 日支付给截至日期为 9 月 4 日的股东。</p>
</div><p>Also, from its last traded price of $453.50, I’d still like to see it test $480, which could happen if second-quarter earnings growth and guidance are solid on Aug. 2.</p>
<div class="lb-trans"><p>此外，从其最近交易价格 453.50 美元来看，我仍希望看到它在 8 月 2 日的季度报告中，如果季度盈利增长和展望稳健，可能会测试 480 美元。</p>
</div><p>In its first quarter report, its EPS of $3.75 beat by 8 cents, with revenue of $8.1 billion missing by $276.48 million.</p>
<div class="lb-trans"><p>在其第一季度报告中，每股收益为 3.75 美元，超出 8 美分，营收为 81 亿美元，低于 2.7648 亿美元。</p>
</div><h2><strong>Bloom Energy (BE)</strong></h2>
<div class="lb-trans"><h2><strong>Bloom Energy（BE）</strong></h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Sundry Photography / Shutterstock</p>
<div class="lb-trans"><p>来源：Sundry Photography / Shutterstock</p>
</div><p><strong>Bloom Energy</strong> (NYSE:<strong>BE</strong>) is another one of the top hydrogen stocks to buy and hold.</p>
<div class="lb-trans"><p><strong>Bloom Energy</strong>（纽约证券交易所：<strong>BE</strong>）是另一家值得购买并持有的顶级氢能股票。</p>
</div><p>For one, the company will benefit from artificial intelligence data center energy demand, especially as it deploys fuel cells for <strong>Nvidia</strong> (NASDAQ:<strong>NVDA</strong>)-backed <strong>CoreWeave</strong>.</p>
<div class="lb-trans"><p>首先，该公司将受益于人工智能数据中心的能源需求，特别是在为 <strong>Nvidia</strong>（纳斯达克：<strong>NVDA</strong>）支持的 <strong>CoreWeave</strong> 部署燃料电池时。</p>
</div><p>The order from CoreWeave is for “a significant amount of power for CoreWeave to power high-density GPU workloads years ahead of waiting for the utility to upgrade service,” as noted by Barron’s.</p>
<div class="lb-trans"><p>CoreWeave 的订单是为了 “为 CoreWeave 提供大量电力，以为高密度 GPU 工作负载提供能源，远远超出等待公用事业升级服务的时间”，正如《巴伦周刊》所指出的。</p>
</div><p>Two, <strong>Morgan Stanley</strong> (NYSE:<strong>MS</strong>) believes “Bloom is one of the most underappreciated ways to play the Powering AI theme.” Three, as also noted by Barron’s, fuel cells offer the reliability that AI data centers demand, which puts Bloom in the “sweet spot.”</p>
<div class="lb-trans"><p>其次，<strong>摩根大通</strong>（纽约证券交易所：<strong>MS</strong>）认为 “Bloom 是玩转 AI 主题中最被低估的方式之一”。第三，正如《巴伦周刊》所指出的，燃料电池提供了人工智能数据中心所需的可靠性，这使 Bloom 处于 “最佳位置”。</p>
</div><p>Moving forward, we’ll get a better idea of what’s happening at Bloom when the company posts second-quarter earnings on Aug. 8 after the closing bell.</p>
<div class="lb-trans"><p>未来，当公司于 8 月 8 日收盘后发布第二季度财报时，我们将更清楚 Bloom 的情况。</p>
</div><h2><strong>Defiance Next Gen H2 ETF (HDRO)</strong></h2>
<div class="lb-trans"><h2><strong>Defiance Next Gen H2 ETF（HDRO）</strong></h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Alexander Limbach / Shutterstock</p>
<div class="lb-trans"><p>来源：Alexander Limbach / Shutterstock</p>
</div><p>Or, if you’d rather diversify on the cheap, there’s the <strong>Defiance Next Gen H2 ETF</strong> (NYSEARCA:<strong>HDRO</strong>).</p>
<div class="lb-trans"><p>或者，如果您更愿意以较低成本进行多样化投资，可以选择 <strong>Defiance Next Gen H2 ETF</strong>（纽约证券交易所 ARCA：<strong>HDRO</strong>）。</p>
</div><p>With an expense ratio of 0.30%, the ETF holds 32 stocks, which derive at least 50% of their revenue from hydrogen-based energy sources. That includes Bloom Energy, <strong>Plug Power</strong> (NASDAQ:<strong>PLUG</strong>), <strong>Ballard Power</strong> (NASDAQ:<strong>BLDP</strong>), Linde and <strong>Air Liquide</strong> (OTCMKTS:<strong>AIQUY</strong>) — to name just a few. Investors get all those and more for about $5.02 a share.</p>
<div class="lb-trans"><p>该 ETF 的费用比率为 0.30%，持有 32 只股票，这些股票至少 50% 的收入来自基于氢能源的能源。其中包括 Bloom Energy、<strong>Plug Power</strong>（纳斯达克：<strong>PLUG</strong>）、<strong>Ballard Power</strong>（纳斯达克：<strong>BLDP</strong>）、Linde 和 <strong>Air Liquide</strong>（OTCMKTS：<strong>AIQUY</strong>）等。投资者可以以约 5.02 美元的价格获得所有这些股票及更多。</p>
</div><p>If I wanted to buy 100 shares, it would cost me just over $500, which is far better than paying $45,350 for 100 shares of just one of its holdings — in this case, Linde.</p>
<div class="lb-trans"><p>如果我想购买 100 股，成本将超过 500 美元，这远远优于仅购买其持股之一的 100 股需要 45350 美元的情况，例如 Linde。</p>
</div><p><em>On the date of publication, Ian Cooper did not have (either directly or indirectly) any positions in the securities mentioned. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<div class="lb-trans"><p>_在发布日期，Ian Cooper 对所提到的证券没有（直接或间接）任何持仓。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p>_在发布日期，负责编辑对本文提到的证券没有（直接或间接）任何持仓。</p>
</div><p>Ian Cooper, a contributor to InvestorPlace.com, has been analyzing stocks and options for web-based advisories since 1999.</p>
<div class="lb-trans"><p>Ian Cooper 是 InvestorPlace.com 的撰稿人，自 1999 年以来一直在为基于网络的咨询服务分析股票和期权。</p>
</div><p>Energy, Hydrogen, Renewable Energy</p>
<div class="lb-trans"><p>能源、氢能、可再生能源</p>
</div><p>Growth Stocks</p>
<div class="lb-trans"><p>成长股</p>
</div>

3 只可能让你夏天难忘的氢能源股票