<p>在两年前美联储前所未有的加息导致利率迅速上升后，公用事业股份陷入低迷。由于公用事业是资本密集型企业，且严重依赖债务融资，借款成本加快。</p>
<p>去年，公用事业股份表现最差，但随着利率下调的承诺——或许将在本月实施——以及由于人工智能需求而建设数据中心，已经扭转了该行业的前景。公用事业是 2024 年表现最佳的行业之一。<strong>标普 500 指数公用事业板块</strong> 年初至今上涨了 20%，仅略低于科技股和金融股。</p>
<p>华尔街对公用事业股份也更加乐观，并对其进行了评级升级。以下是两家分析师给予 “强烈买入” 评级并看好其股票具有两位数增长潜力的最佳公司。</p>
<h2>本文要点：</h2>
<ul>
<li>由于上升的利率提高了资本密集型企业的借款成本，公用事业股份落后于整体市场。</li>
<li>利率下调的前景和数据中心的建设，这些数据中心对电力需求巨大，使公用事业部门成为今年表现最佳的行业之一。</li>
<li>如果您正在寻找一些潜力巨大的股票，请务必获取我们全新的 “下一个英伟达” 报告的免费副本。报告中介绍了一家我们确信具有 10 倍潜力的软件公司。</li>
</ul>
<h2>布鲁克菲尔德基础设施合作伙伴（BIP）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/01/imageForEntry28-42P.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/01/imageForEntry28-42P.jpg"/></p>
<p>能源发电厂</p>
<p><strong>布鲁克菲尔德基础设施合作伙伴</strong>（NYSE:BIP）并非您传统的公用事业公司。除了传统的公用事业运营外，布鲁克菲尔德还是全球关键基础设施网络中最大的所有者和运营商之一。其中包括铁路、收费公路、港口、数据中心、数据传输资产和半导体制造厂。</p>
<p>该资产多元化是布鲁克菲尔德能够在 2023 年实现 1.6% 的增长，而同期该行业指数下跌了 10% 的原因。尽管年初至今，布鲁克菲尔德基本持平，这为投资者提供了一个极好的入场点。</p>
<p>这家多元化基础设施公司从事所谓的 “买入、增值、出售、重复” 业务，即出售较老、成熟的资产，并投资于新的、回报更高的机会。</p>
<p>今年迄今，布鲁克菲尔德已完成了七项跟进收购交易，涉及近 40 亿美元的企业价值，包括收购 40 个数据中心站点和增持巴西综合铁路和港口物流业务的股份。</p>
<p>布鲁克菲尔德运营长期合同和受监管框架，这些框架支撑了其 90% 或更多的经营资金。第二季度 FFO 增长了 10%，达到 6.08 亿美元。</p>
<p>这家基础设施股票每年支付 5.2% 的股息。在过去五年中，其股息以每年 22% 的凶猛复合增长率增加。分析师们给予其一致的一年目标价为 37.56 美元/股，暗示布鲁克菲尔德股票还有 20% 的上涨空间，使其成为您现在应该购买的公用事业股票。</p>
<h2>维斯特拉（VST）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/03/imageForEntry22-C53.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/03/imageForEntry22-C53.jpg"/></p>
<p>管理人员在维斯特拉的康曼奇峰核电厂内行走</p>
<p><strong>维斯特拉</strong>（NYSE:VST）是一家将受益于人工智能对数据中心需求增加的公用事业公司，因为这项技术是一个全面耗能的能源巨头。</p>
<p>国际能源署（IEA）估计，由于人工智能的增长，数据中心的总用电量将在 2026 年超过 1000 太瓦时（TWh），或 “大致相当于日本的电力消耗量”。波士顿咨询集团预测，到 2030 年，由人工智能驱动的数据中心将消耗所有电力产量的 7.5%，是 2022 年的三倍。</p>
<p>维斯特拉是德克萨斯州最大的电力公司之一，但最近通过收购传统电力公司和核电运营商 Energy Harbor，扩展到了 20 个新州。由于这项交易，维斯特拉现在是该国第二大核电发电提供商。</p>
<p>它将业务分为两个独立单位，传统和愿景。后者拥有其核能资产以及可再生能源基地。通过将两者分开，维斯特拉未来可以拆分或出售任一部门。然而，核能选项使维斯特拉在处理数据中心时具有一定的杠杆，因为它提供更低的定价，更不用说其无碳方面。</p>
<p>维斯特拉股票今年一直是行业领导者，在 2024 年翻倍增长，并在过去 12 个月中上涨了 143%。在强劲的助推力支持下，华尔街支持维斯特拉及其未来增长潜力。分析师们认为，维斯特拉有望将股价增加 15%，达到一致的价格目标 87.83 美元。</p>
<h2>“下一个英伟达” 可能改变您的生活</h2>
<p>如果您错过了英伟达的历史性增长，那么从人工智能中获得改变生活的利润的机会并未结束。</p>
<p>2009 年首次预测到英伟达由人工智能推动的增长的 24/7 华尔街分析师刚刚发布了一份名为 “下一个英伟达” 的全新研究报告。</p>
<p>点击这里下载您的免费副本。</p>
<p>本文最初发布于 24/7 华尔街。</p>

<p>在利率上升的挑战期后，公用事业股票已经出现反弹。由于可能的利率降低和人工智能数据中心需求增加，该行业受到分析师的重要升级。Brookfield Infrastructure Partners（BIP）和 Vistra（VST）被认为是首选股，BIP 的多元化投资带来了 5.2% 的股息，并预计上涨 20%。相反，Vistra 将受益于人工智能带来的能源需求激增，成为核能发电领域的领导者。两家公司均被分析师评为 “强烈买入”</p>

<p>Following the rapid rise in interest rates brought on by the Federal Reserve’s unprecedented rate hikes two years ago, utility stocks languished. Borrowing costs accelerated because utilities are capital-intensive businesses that rely heavily upon debt financing.</p>
<div class="lb-trans"><p>在两年前美联储前所未有的加息导致利率迅速上升后，公用事业股份陷入低迷。由于公用事业是资本密集型企业，且严重依赖债务融资，借款成本加快。</p>
</div><p>Utility stocks were the worst performing sector last year, but the promise of interest rate cuts — perhaps as soon as this month — and the build out of data centers due to the demands of artificial intelligence, have turned around the industry’s outlook. Utilities are one of the best-performing sectors in 2024. The <strong>S&amp;P 500 Utilities Sector</strong> index is up 20% year-to-date, fractions of a percentage point behind tech stocks and financials.</p>
<div class="lb-trans"><p>去年，公用事业股份表现最差，但随着利率下调的承诺——或许将在本月实施——以及由于人工智能需求而建设数据中心，已经扭转了该行业的前景。公用事业是 2024 年表现最佳的行业之一。<strong>标普 500 指数公用事业板块</strong> 年初至今上涨了 20%，仅略低于科技股和金融股。</p>
</div><p>Wall Street is also much more upbeat about utility stocks and have upgraded their ratings on them. Below are two of the best that analysts have a “strong buy” rating to and see double-digit potential in their stocks.</p>
<div class="lb-trans"><p>华尔街对公用事业股份也更加乐观，并对其进行了评级升级。以下是两家分析师给予 “强烈买入” 评级并看好其股票具有两位数增长潜力的最佳公司。</p>
</div><h2>Key Points About This Article:</h2>
<ul>
<li>Utility stocks have lagged behind the broader market due to rising interest rates that have raised the cost of borrowing for the capital-intensive businesses.</li>
<li>The prospects for rate cuts and the buildout of data centers, which have a voracious appetite for electricity, have turn the utility sector into one of this year’s best performers.</li>
<li>If you’re looking for some stocks with huge potential, make sure to grab a free copy of our brand-new “The Next NVIDIA” report. It features a software stock we’re confident has 10X potential.</li>
</ul>
<div class="lb-trans"><h2>本文要点：</h2>
<ul>
<li>由于上升的利率提高了资本密集型企业的借款成本，公用事业股份落后于整体市场。</li>
<li>利率下调的前景和数据中心的建设，这些数据中心对电力需求巨大，使公用事业部门成为今年表现最佳的行业之一。</li>
<li>如果您正在寻找一些潜力巨大的股票，请务必获取我们全新的 “下一个英伟达” 报告的免费副本。报告中介绍了一家我们确信具有 10 倍潜力的软件公司。</li>
</ul>
</div><h2>Brookfield Infrastructure Partners (BIP)</h2>
<div class="lb-trans"><h2>布鲁克菲尔德基础设施合作伙伴（BIP）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/01/imageForEntry28-42P.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2022/01/imageForEntry28-42P.jpg"/></p>
<p>Energy generation plant</p>
<div class="lb-trans"><p>能源发电厂</p>
</div><p><strong>Brookfield Infrastructure Partners</strong> (NYSE:BIP) is not your run of the mill utility. In addition to traditional utility operations, Brookfield is one of the largest owners and operators of critical global infrastructure networks. Among them are railroads, toll roads, ports, data centers, data transmission assets, and semiconductor manufacturing foundries.</p>
<div class="lb-trans"><p><strong>布鲁克菲尔德基础设施合作伙伴</strong>（NYSE:BIP）并非您传统的公用事业公司。除了传统的公用事业运营外，布鲁克菲尔德还是全球关键基础设施网络中最大的所有者和运营商之一。其中包括铁路、收费公路、港口、数据中心、数据传输资产和半导体制造厂。</p>
</div><p>That diversification of assets is why Brookfield was able to notch a 1.6% gain in 2023 compared to the 10% loss notched by the sector index. Year-to-date, though, Brookfield is essentially flat, which gives investors an excellent entry point.</p>
<div class="lb-trans"><p>该资产多元化是布鲁克菲尔德能够在 2023 年实现 1.6% 的增长，而同期该行业指数下跌了 10% 的原因。尽管年初至今，布鲁克菲尔德基本持平，这为投资者提供了一个极好的入场点。</p>
</div><p>The diversified infrastructure play engages in what it calls “buy, enhance, sell, repeat,” a process of selling off older, more mature assets and buying into newer, higher return opportunities.</p>
<div class="lb-trans"><p>这家多元化基础设施公司从事所谓的 “买入、增值、出售、重复” 业务，即出售较老、成熟的资产，并投资于新的、回报更高的机会。</p>
</div><p>So far this year, Brookfield has completed seven follow-on acquisitions that account for nearly $4 billion of enterprise value, including the acquisition of 40 data center sites and a 10% increase in its stake in a Brazilian integrated rail and port logistics operation.</p>
<div class="lb-trans"><p>今年迄今，布鲁克菲尔德已完成了七项跟进收购交易，涉及近 40 亿美元的企业价值，包括收购 40 个数据中心站点和增持巴西综合铁路和港口物流业务的股份。</p>
</div><p>Brookfield operates under long-term contracts and regulated frameworks that underpin 90% or more of their funds from operations. FFO rose 10% in the second quarter to $608 million.</p>
<div class="lb-trans"><p>布鲁克菲尔德运营长期合同和受监管框架，这些框架支撑了其 90% 或更多的经营资金。第二季度 FFO 增长了 10%，达到 6.08 亿美元。</p>
</div><p>The infrastructure stock pays a dividend that yields 5.2% annually. Over the past five years it has increased the payout at a ferocious 22% compound annual growth rate. Analysts have assigned a one-year consensus price target of $37.56 per share, implying 20% more upside in Brookfield’s shares, making it a utility stock that you should buy now.</p>
<div class="lb-trans"><p>这家基础设施股票每年支付 5.2% 的股息。在过去五年中，其股息以每年 22% 的凶猛复合增长率增加。分析师们给予其一致的一年目标价为 37.56 美元/股，暗示布鲁克菲尔德股票还有 20% 的上涨空间，使其成为您现在应该购买的公用事业股票。</p>
</div><h2>Vistra (VST)</h2>
<div class="lb-trans"><h2>维斯特拉（VST）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/03/imageForEntry22-C53.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2022/03/imageForEntry22-C53.jpg"/></p>
<p>Executives walking through Vistra’s Comanche Peak nuclear power facility</p>
<div class="lb-trans"><p>管理人员在维斯特拉的康曼奇峰核电厂内行走</p>
</div><p><strong>Vistra</strong> (NYSE:VST) is a utility that will benefit from the increased demands placed on data centers by AI because the technology is an all-consuming energy hog.</p>
<div class="lb-trans"><p><strong>维斯特拉</strong>（NYSE:VST）是一家将受益于人工智能对数据中心需求增加的公用事业公司，因为这项技术是一个全面耗能的能源巨头。</p>
</div><p>The International Energy Agency (IEA) estimates that as a result of AI’s growth, data centers total electricity consumption will hit over 1,000 terawatt-hours (TWh) in 2026, or “roughly equivalent to the electricity consumption of Japan.” Boston Consulting Group forecasts AI-powered data centers will consume 7.5% of all electric output by 2030, or three times as much as they did in 2022.</p>
<div class="lb-trans"><p>国际能源署（IEA）估计，由于人工智能的增长，数据中心的总用电量将在 2026 年超过 1000 太瓦时（TWh），或 “大致相当于日本的电力消耗量”。波士顿咨询集团预测，到 2030 年，由人工智能驱动的数据中心将消耗所有电力产量的 7.5%，是 2022 年的三倍。</p>
</div><p>Vistra is one of the largest electric utilities in Texas but it recently expanded into 20 new states following its acquisition of Energy Harbor, a traditional electric utility and a nuclear power operator. Vistra is now the second-largest nuclear power generation provider in the country as a result of the deal.</p>
<div class="lb-trans"><p>维斯特拉是德克萨斯州最大的电力公司之一，但最近通过收购传统电力公司和核电运营商 Energy Harbor，扩展到了 20 个新州。由于这项交易，维斯特拉现在是该国第二大核电发电提供商。</p>
</div><p>It has split its operations into two separate units, traditional and vision. The latter houses its nuclear assets as well as its renewable energy base. By separating the two, Vistra could spinoff or sell either division in the future. Yet the nuclear option gives Vistra some leverage in dealing with data centers because of the lower pricing it offers, not to mention the carbon-free aspects of it.</p>
<div class="lb-trans"><p>它将业务分为两个独立单位，传统和愿景。后者拥有其核能资产以及可再生能源基地。通过将两者分开，维斯特拉未来可以拆分或出售任一部门。然而，核能选项使维斯特拉在处理数据中心时具有一定的杠杆，因为它提供更低的定价，更不用说其无碳方面。</p>
</div><p>Vistra stock has been an industry leader this year, doubling in value in 2024 and rising 143% over the past 12 months. With strong tailwinds behind it, it is understandable why Wall Street is behind Vistra and its future growth potential. With a consensus price target of $87.83, analysts believe the utility could add an additional 15% to its stock price.</p>
<div class="lb-trans"><p>维斯特拉股票今年一直是行业领导者，在 2024 年翻倍增长，并在过去 12 个月中上涨了 143%。在强劲的助推力支持下，华尔街支持维斯特拉及其未来增长潜力。分析师们认为，维斯特拉有望将股价增加 15%，达到一致的价格目标 87.83 美元。</p>
</div><h2>“The Next NVIDIA” Could Change Your Life</h2>
<div class="lb-trans"><h2>“下一个英伟达” 可能改变您的生活</h2>
</div><p>If you missed out on NVIDIA’s historic run, your chance to see life-changing profits from AI isn’t over.</p>
<div class="lb-trans"><p>如果您错过了英伟达的历史性增长，那么从人工智能中获得改变生活的利润的机会并未结束。</p>
</div><p>The 24/7 Wall Street Analyst who first called NVIDIA’s AI-fueled rise in 2009 just published a brand-new research report named “The Next NVIDIA.”</p>
<div class="lb-trans"><p>2009 年首次预测到英伟达由人工智能推动的增长的 24/7 华尔街分析师刚刚发布了一份名为 “下一个英伟达” 的全新研究报告。</p>
</div><p>Click here to download your FREE copy.</p>
<div class="lb-trans"><p>点击这里下载您的免费副本。</p>
</div><p>The post 2 ‘Strong Buy’ Utility Stocks You Should Be Loading Up On Now appeared first on 24/7 Wall St..</p>
<div class="lb-trans"><p>本文最初发布于 24/7 华尔街。</p>
</div>

2 只你现在应该大量买入的 “强力买入” 公用事业股