<p>投资可持续能源很好地提醒我们，经济比政治更能预测股票表现。在 2021 年，受益于对拜登政府的有利政策预期，可再生能源股票大幅上涨。然而，这一增长被更高的利率和经济活动放缓的现实所抵消。</p>
<p>在 2025 年，情况正好相反。年初，可持续投资面临压力。晨星的数据表明，在特朗普政府初期，全球可持续能源基金的资金流出达到了 118 亿美元的创纪录水平。</p>
<p>然而，这一趋势在下一个季度开始逆转，约有 50 亿美元流入这些基金。这一复苏对投资者有两个启示。</p>
<p>首先，人工智能对能源的需求为可再生能源提供了助力。满足这一需求将需要全面的方法。</p>
<p>这引出了第二个要点。投资者已经意识到，像互联网泡沫时代一样，仅仅宣传人工智能战略已不再足够；关键在于结果。可持续能源也是如此。在这个领域，最佳投资将是那些不仅仅进行 “绿色洗涤”，而是兑现创造更可持续经济承诺的公司。</p>
<h2>电气化的挖掘与铲子游戏</h2>
<p>工业股票在 2025 年表现出色。但哈贝尔公司（Hubbell Inc. NYSE: HUBB）并未如此。截止 10 月 10 日，该股票下跌约 0.8%，在过去 12 个月内下跌 8.8%。</p>
<p>该公司是公用事业公司的挖掘与铲子游戏。它制造升级国家电网和满足人工智能电力需求所需的产品。虽然它并不是纯粹的可再生能源公司，但对电气化故事至关重要。</p>
<p>该公司在过去一年的营收增长并不令人印象深刻。但其净利润在增长，公司利润率也在提升，包括最新季度的双位数每股收益增长。哈贝尔还指出，数据中心的需求强劲。</p>
<p>分析师预测 HUBB 股票价格将在未来 12 个月内增长 13.5%，收益增长约为 7.5%。该股票的市盈率约为 23 倍，低于其历史平均水平。</p>
<h2>核能潜力的清洁能源领军者</h2>
<p>下一 Era 能源公司（NextEra Energy Inc. NYSE: NEE）是领先的可再生能源股票之一。该公司是全球最大的风能和太阳能可再生能源发电商。考虑到这两个行业在特朗普政府的关注下，这似乎是一个不好的投资时机。</p>
<p>但有几个因素需要考虑。首先，该公司风能和太阳能项目的积压仍在增加。其次，该公司在核能供应方面处于良好位置，核能被视为能够满足数据中心能源需求的清洁能源解决方案。</p>
<p>最后，通过其佛罗里达电力与光公司（Florida Power &amp; Light Company），下一 Era 是全国最大的受监管电力公用事业公司之一。这将为公司的收入和收益提供高底线保障。</p>
<p>NEE 股票接近其 52 周高点和分析师共识目标价。然而，分析师在公司即将于 10 月 22 日发布的财报前已提高了他们的目标。该公司的前瞻市盈率约为 22 倍，给予股票一个有吸引力的估值。</p>
<h2>水管理与人工智能基础设施繁荣相遇</h2>
<p>虽然能源的牛市主要集中在电力上，但水的需求不应被忽视。赛莱默公司（Xylem Inc. NYSE: XYL）专注于提供创新解决方案，以应对关键水资源挑战，包括为数据中心提供冷却解决方案。</p>
<p>该公司还将受益于从模拟到数字水管理的转变，正如其在各个类别中不断增加的订单积压所证明的那样。</p>
<p>一些纯粹主义者可能会争辩说，赛莱默并不是纯粹的可再生能源公司——但它与更广泛的可持续性和循环经济趋势紧密相关。这使其成为寻求气候韧性基础设施投资者的一个引人注目的选择。XYL 股票交易价格在其共识目标价和 52 周平均价的 5% 以内。值得注意的是，花旗集团最近发布了升级，其前瞻市盈率约为 31 倍，表明估值扩张的空间。</p>
<h2>你现在应该投资 1000 美元在赛莱默吗？</h2>
<p>在考虑赛莱默之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场意识到之前……而赛莱默并不在名单上。</p>
<p>虽然赛莱默目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得投资。</p>
<p>在这里查看这五只股票</p>

新纪元能源

赛莱默

<p>人工智能日益增长的能源需求正在推动对可持续投资的兴趣，特别是在清洁能源和基础设施方面。到 2025 年，可持续投资正在从之前的资金流出中恢复，资金流入达到 50 亿美元。关键股票包括支持公用事业电气化的 Hubbell Inc.（HUBB）；在可再生能源和核解决方案方面的领导者 NextEra Energy Inc.（NEE）；以及专注于数据中心水管理的 Xylem Inc.（XYL）。分析师认为这些公司的增长潜力巨大，强调实际成果的重要性，而不仅仅是绿色营销</p>

<p>Investing in sustainable energy is a good reminder that the economy, more than politics, is a better predictor of stock performance. In 2021, renewable energy stocks surged on expectations of favorable treatment from the Biden administration. However, that growth was pushed back by the reality of higher interest rates and slower economic activity.</p>
<div class="lb-trans"><p>投资可持续能源很好地提醒我们，经济比政治更能预测股票表现。在 2021 年，受益于对拜登政府的有利政策预期，可再生能源股票大幅上涨。然而，这一增长被更高的利率和经济活动放缓的现实所抵消。</p>
</div><p>An opposite story is occurring in 2025. At the start of the year, sustainable investments were under pressure. Data from Morningstar shows that outflows to global sustainable energy funds hit a record of $11.8 billion at the beginning of the Trump administration.</p>
<div class="lb-trans"><p>在 2025 年，情况正好相反。年初，可持续投资面临压力。晨星的数据表明，在特朗普政府初期，全球可持续能源基金的资金流出达到了 118 亿美元的创纪录水平。</p>
</div><p>However, that’s started to reverse with approximately $5 billion flowing into those funds in the next quarter. The resurgence has two implications for investors.</p>
<div class="lb-trans"><p>然而，这一趋势在下一个季度开始逆转，约有 50 亿美元流入这些基金。这一复苏对投资者有两个启示。</p>
</div><p>First, artificial intelligence's energy demands are a tailwind for renewable energy. Meeting this demand will require an all-of-the-above approach.</p>
<div class="lb-trans"><p>首先，人工智能对能源的需求为可再生能源提供了助力。满足这一需求将需要全面的方法。</p>
</div><p>That leads to the second point. Investors already see that, like the dot-com era, it’s no longer good enough for a company to tout an AI strategy; it’s about results. The same is true with sustainable energy. The best investments in this space will be the companies doing more than “greenwashing” and delivering on meeting the promise of creating a more sustainable economy.</p>
<div class="lb-trans"><p>这引出了第二个要点。投资者已经意识到，像互联网泡沫时代一样，仅仅宣传人工智能战略已不再足够；关键在于结果。可持续能源也是如此。在这个领域，最佳投资将是那些不仅仅进行 “绿色洗涤”，而是兑现创造更可持续经济承诺的公司。</p>
</div><h2>A Pick-and-Shovels Play on Electrification</h2>
<div class="lb-trans"><h2>电气化的挖掘与铲子游戏</h2>
</div><p>Industrial stocks have been some of the best-performing stocks in 2025. But that hasn’t been the case with Hubbell Inc. NYSE: HUBB. The stock is down around 0.8% through Oct. 10 and 8.8% in the last 12 months.</p>
<div class="lb-trans"><p>工业股票在 2025 年表现出色。但哈贝尔公司（Hubbell Inc. NYSE: HUBB）并未如此。截止 10 月 10 日，该股票下跌约 0.8%，在过去 12 个月内下跌 8.8%。</p>
</div><p>The company is a pick-and-shovels play for utility companies. It makes the products needed to upgrade the nation’s electrical grid and meet AI's power demands. It’s not a pure play on renewable energy but essential to the electrification story.</p>
<div class="lb-trans"><p>该公司是公用事业公司的挖掘与铲子游戏。它制造升级国家电网和满足人工智能电力需求所需的产品。虽然它并不是纯粹的可再生能源公司，但对电气化故事至关重要。</p>
</div><p>The company’s top-line growth in the last year has not been impressive. But the bottom line has been growing, as have the company’s margins, including double-digit EPS growth in the latest quarter. Hubbell also pointed to strong demand from data centers.</p>
<div class="lb-trans"><p>该公司在过去一年的营收增长并不令人印象深刻。但其净利润在增长，公司利润率也在提升，包括最新季度的双位数每股收益增长。哈贝尔还指出，数据中心的需求强劲。</p>
</div><p>Analysts forecast a 13.5% increase in the HUBB stock price and earnings growth of around 7.5% in the next 12 months. The stock also trades at around 23x earnings, a discount to its historical average.</p>
<div class="lb-trans"><p>分析师预测 HUBB 股票价格将在未来 12 个月内增长 13.5%，收益增长约为 7.5%。该股票的市盈率约为 23 倍，低于其历史平均水平。</p>
</div><h2>Clean Power Leader With Nuclear Upside</h2>
<div class="lb-trans"><h2>核能潜力的清洁能源领军者</h2>
</div><p>NextEra Energy Inc. NYSE: NEE is one of the leading renewable energy stocks. The company is the world’s largest renewable energy generator from wind and solar sources. With both industries in the Trump administration's crosshairs, this may seem like a bad investment time.</p>
<div class="lb-trans"><p>下一 Era 能源公司（NextEra Energy Inc. NYSE: NEE）是领先的可再生能源股票之一。该公司是全球最大的风能和太阳能可再生能源发电商。考虑到这两个行业在特朗普政府的关注下，这似乎是一个不好的投资时机。</p>
</div><p>But there are a few things to consider. First, the company’s backlog for wind and solar projects is still increasing. Second, the company is well-positioned to be one of the providers of nuclear energy, which is recognized as a clean energy solution that can meet the energy demand from data centers.</p>
<div class="lb-trans"><p>但有几个因素需要考虑。首先，该公司风能和太阳能项目的积压仍在增加。其次，该公司在核能供应方面处于良好位置，核能被视为能够满足数据中心能源需求的清洁能源解决方案。</p>
</div><p>Finally, through its Florida Power &amp; Light Company, NextEra is one of the nation’s largest regulated electrical utilities. That will keep a high floor on the company's revenue and earnings.</p>
<div class="lb-trans"><p>最后，通过其佛罗里达电力与光公司（Florida Power &amp; Light Company），下一 Era 是全国最大的受监管电力公用事业公司之一。这将为公司的收入和收益提供高底线保障。</p>
</div><p>NEE stock is trading close to its 52-week high and the analysts’ consensus price target. However, analysts have been raising their targets ahead of the company’s upcoming earnings report on Oct. 22. The company’s forward P/E of around 22x gives the stock an attractive valuation.</p>
<div class="lb-trans"><p>NEE 股票接近其 52 周高点和分析师共识目标价。然而，分析师在公司即将于 10 月 22 日发布的财报前已提高了他们的目标。该公司的前瞻市盈率约为 22 倍，给予股票一个有吸引力的估值。</p>
</div><h2>Water Management Meets the AI Infrastructure Boom</h2>
<div class="lb-trans"><h2>水管理与人工智能基础设施繁荣相遇</h2>
</div><p>While much of the bull case for energy focuses on electricity, the water demand shouldn’t be overlooked. Xylem Inc. NYSE: XYL specializes in delivering innovative solutions to address critical water challenges, including solutions for cooling data centers.</p>
<div class="lb-trans"><p>虽然能源的牛市主要集中在电力上，但水的需求不应被忽视。赛莱默公司（Xylem Inc. NYSE: XYL）专注于提供创新解决方案，以应对关键水资源挑战，包括为数据中心提供冷却解决方案。</p>
</div><p>The company will also benefit from the shift from analog to digital water management, as evidenced by its increasing order backlog across every category.</p>
<div class="lb-trans"><p>该公司还将受益于从模拟到数字水管理的转变，正如其在各个类别中不断增加的订单积压所证明的那样。</p>
</div><p>Some purists may argue that Xylem isn’t a pure renewable energy play—but it is firmly aligned with the broader sustainability and circular economy trends. That makes it a compelling option for investors looking for exposure to climate-resilient infrastructure. XYL stock is trading within 5% of its consensus target and 52-week average. Notably, Citigroup recently issued an upgrade, and its forward P/E of around 31x suggests room for valuation expansion.</p>
<div class="lb-trans"><p>一些纯粹主义者可能会争辩说，赛莱默并不是纯粹的可再生能源公司——但它与更广泛的可持续性和循环经济趋势紧密相关。这使其成为寻求气候韧性基础设施投资者的一个引人注目的选择。XYL 股票交易价格在其共识目标价和 52 周平均价的 5% 以内。值得注意的是，花旗集团最近发布了升级，其前瞻市盈率约为 31 倍，表明估值扩张的空间。</p>
</div><h2>Should You Invest $1,000 in Xylem Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在赛莱默吗？</h2>
</div><p>Before you consider Xylem, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑赛莱默之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Xylem wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场意识到之前……而赛莱默并不在名单上。</p>
</div><p>While Xylem currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然赛莱默目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得投资。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

三只受益于人工智能能源激增的可持续股票