--- title: "摩根士丹利指出，NextEra 和 Dominion 的合并为数据中心的增长带来了更多机会" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286939429.md" description: "摩根士丹利报告称，新纪元能源与道明尼资源的合并将创建一个价值 4000 亿美元的公用事业公司，增强数据中心的增长机会。预计该交易将在短期内带来适度的盈利增长，并在 2035 年前实现超过 9% 的长期每股收益增长。新纪元的股东将拥有合并实体 74.5% 的股份，该实体将拥有超过 130 吉瓦的需求管道。摩根士丹利对新纪元维持增持评级，并将其目标股价上调至 115 美元" datetime: "2026-05-19T15:14:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286939429.md) - [en](https://longbridge.com/en/news/286939429.md) - [zh-HK](https://longbridge.com/zh-HK/news/286939429.md) --- # 摩根士丹利指出，NextEra 和 Dominion 的合并为数据中心的增长带来了更多机会 11:14 AM EDT, 05/19/2026 (MT Newswires) -- NextEra Energy's ( NEE/PW ) all-stock merger with Dominion Energy ( D ) is expected to create a $400 billion enterprise value utility and energy infrastructure company uniquely positioned to capitalize on the massive power demands of data centers, Morgan Stanley said in a report Tuesday. The deal offers "modest" near-term earnings "accretion" and supports projected long-term earnings per share growth of more than 9% through 2035, the firm said. NextEra shareholders will own roughly 74.5% of the combined company, the report noted. The investment bank said the main driver of the deal is sheer "scale," which is becoming critical as data centers grow larger and supply chains tighten. The combined entity is expected to boast a pipeline of more than 130 gigawatts of "large-load customer" demand, according to the report. Morgan Stanley maintained an overweight rating on NextEra Energy ( NEE/PW ) and raised its price target to $115 from $107, noting that the deal is expected to close within 12 to 18 months, pending federal and state regulatory approvals. Price: 89.01, Change: -0.04, Percent Change: -0.04 MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited. ### 相关股票 - [NEP.US](https://longbridge.com/zh-CN/quote/NEP.US.md) - [NEE.US](https://longbridge.com/zh-CN/quote/NEE.US.md) - [D.US](https://longbridge.com/zh-CN/quote/D.US.md) - [XLU.US](https://longbridge.com/zh-CN/quote/XLU.US.md) - [JXI.US](https://longbridge.com/zh-CN/quote/JXI.US.md) - [MS.US](https://longbridge.com/zh-CN/quote/MS.US.md) - [NEE-N.US](https://longbridge.com/zh-CN/quote/NEE-N.US.md) - [NEE-W.US](https://longbridge.com/zh-CN/quote/NEE-W.US.md) - [NEE-R.US](https://longbridge.com/zh-CN/quote/NEE-R.US.md) - [NEE-T.US](https://longbridge.com/zh-CN/quote/NEE-T.US.md) - [NEE-U.US](https://longbridge.com/zh-CN/quote/NEE-U.US.md) - [NEE-S.US](https://longbridge.com/zh-CN/quote/NEE-S.US.md) - [NEE-V.US](https://longbridge.com/zh-CN/quote/NEE-V.US.md) - [MS-O.US](https://longbridge.com/zh-CN/quote/MS-O.US.md) - [MS-Q.US](https://longbridge.com/zh-CN/quote/MS-Q.US.md) - [MS-E.US](https://longbridge.com/zh-CN/quote/MS-E.US.md) - [MS-I.US](https://longbridge.com/zh-CN/quote/MS-I.US.md) - [MS-L.US](https://longbridge.com/zh-CN/quote/MS-L.US.md) - [MS-P.US](https://longbridge.com/zh-CN/quote/MS-P.US.md) - [MS-A.US](https://longbridge.com/zh-CN/quote/MS-A.US.md) - [MS-F.US](https://longbridge.com/zh-CN/quote/MS-F.US.md) - [MS-K.US](https://longbridge.com/zh-CN/quote/MS-K.US.md) ## 相关资讯与研究 - [盘前趋势｜道明尼资源（D）5/18 单日暴涨近 10%，反弹能否延续？](https://longbridge.com/zh-CN/news/286816561.md) - [传电力巨头新纪元能源或与道明尼能源洽谈合并 最早下周宣布](https://longbridge.com/zh-CN/news/286629689.md) - [盘前趋势｜道明尼资源（D）5/15 回踩关键支撑，公用事业股防御逻辑还稳吗？](https://longbridge.com/zh-CN/news/286612059.md) - [AI 电力需求引爆公用事业并购潮！新纪元能源收购道明尼能源释放重磅信号：不扩张就出局](https://longbridge.com/zh-CN/news/286833557.md) - [NextEra Energy 计划以约 670 亿美元收购 Dominion Energy](https://longbridge.com/zh-CN/news/286929134.md)