<p>清潔能源的出現以及化石燃料愛好者的抵制表明，全球能源結構已經到達一個關鍵時刻。因此，能源領域的機遇是豐富的。氫能是其中之一，尤其是綠色氫能，預計市場將以每年 39.5% 的速度增長至 2030 年。</p>
<p>儘管氫能股票得到系統支持，但審慎篩選至關重要，因為存在許多增長陷阱。因此，我進行了嚴格的篩選過程，強調公司基本面、估值屬性和事件驅動特徵。此外，我在必要時採用技術分析。</p>
<p>氫能股票的風險特徵可能不適合每個人的投資目標。然而，如果您的風險回報偏好與我提到的相符，這裏有三隻最佳氫能股票值得關注。</p>
<h2><strong>空氣化工產品</strong> (APD)</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>圖片來源：Bjoern Wylezich / Shutterstock</p>
<p><strong>空氣化工產品</strong> (NYSE: <strong>APD</strong>) 主要為工業用途分銷氣體和化學品。該公司還確立了自己作為全球領先的垂直一體化氫供應商的地位。儘管它是一家老牌公司，但空氣化工產品的綠色氫能暴露提供了更新的增長前景，其五年複合年增長率（CAGR）為 6.26%。</p>
<p>此外，該公司的短期變量是樂觀的。例如，空氣化工產品最近發佈了其第三季度財報，顯示每股收益超出 16 美分。此外，該公司報告的息税折舊攤銷前利潤率（EBITDA）為 42.4%，顯示其運營效率。</p>
<p>APD 股票有一些催化劑。例如，空氣化工產品最近與 <strong>TotalEnergies</strong>（NYSE:<strong>TTE</strong>）簽署了一項將於 2030 年開始的供應協議。此外，APD 股票通過交易高於其 10 日、50 日、100 日和 200 日移動平均線，形成了動量趨勢。</p>
<p>我在這裏持樂觀態度！</p>
<h2>ITM Power (ITMPF)</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>圖片來源：Proxima Studio / Shutterstock.com</p>
<p><strong>ITM Power</strong> (OTCMKTS:<strong>ITMPF</strong>) 是一家總部位於英國的清潔能源存儲和清潔燃料公司。該公司通過設計和製造氫能系統用於生產和儲存參與氫能行業。與空氣化工產品不同，ITM Power 處於早期發展階段，使投資者能夠在 “聰明資金” 階段投資。</p>
<p>正如前文所述，ITM Power 在很大程度上尚未確立。例如，該公司發佈了截至 2023 財年的年終業績，顯示收入為 520 萬英鎊，息税折舊攤銷前利潤為-9420 萬英鎊。因此，ITMPF 股票自那時以來已下跌了 44%。然而，我認為存在投機機會，鑑於該公司的系統支持、新宣佈的扭虧計劃和 282.6 百萬英鎊的強勁現金頭寸。</p>
<p>ITMPF 股票的相對強弱指數已下降至約 44，表明受到投資者過度拋售的壓力。此外，該股的企業價值與營收倍數為 6.3 倍。這些數字與其基本表現不佳相吻合。然而，潛在的扭虧計劃，加上全面的氫能吸收，可能推動 ITMPF 股價飆升。</p>
<p>這是一項有可能在正確時間獲利的投機性賭注。</p>
<h2>Bloom Energy (BE)</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>圖片來源：Sundry Photography / Shutterstock</p>
<p><strong>Bloom Energy</strong> (NYSE:<strong>BE</strong>) 是一家總部位於美國的固體氧化物燃料電池生產商。該公司致力於綠色經濟，通過提供氫燃料電池和提供附屬服務來實現。此外，該公司強調速度，因為其固體氧化物氫燃料電池技術增強了氫的生產和使用。</p>
<p>此外，Bloom Energy 獲得了事件驅動支持。例如，該公司最近宣佈與 <strong>Chirisa Technology Parks</strong> 達成戰略合作伙伴關係，涉及與 Chirisa 的 <strong>CoreWeave</strong> 數據中心供應協議。此外，Bloom Energy 在五月份發佈了其第一季度業績，顯示淨虧損收窄至 1410 萬美元，並與 <strong>Intel</strong>（NASDAQ:<strong>INTC</strong>）達成容量協議，涉及 “在加州聖克拉拉的 Intel 現有高性能計算數據中心安裝額外兆瓦（MW）的 Bloom Energy 基於燃料電池的 Energy Server”。</p>
<p>上述因素支撐了 Bloom Energy 目前的 16.21% 的複合年增長率。此外，Bloom Energy 的增長伴隨着 2.1 倍的市銷率，我認為這是有利的。因此，我相信 BE 股票被低估了。</p>
<p><em>在本文發佈日期，Steve Booyens 沒有持有（直接或間接）本文提到的證券中的任何頭寸。本文中表達的觀點屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</em></p>
<p><em>在本文發佈日期，負責編輯沒有持有（直接或間接）本文提到的證券中的任何頭寸。</em></p>
<p>Steve Booyens 於 2020 年共同創立了 Pearl Gray Equity and Research，並自那時起負責跨資產研究和公關工作。在創立該公司之前，Steve 在倫敦和南非的各種金融職位上工作過一段時間。他擁有倫敦大學瑪麗皇后學院的投資銀行碩士學位。此外，Steve 於 2024 年 4 月 26 日獲得了他的 CFA 特許資格，並正在攻讀金融博士學位。他的文章發表在諸如 Seeking Alpha、TipRanks、Yahoo Finance 和 Benzinga 等多個知名網頁上。Steve 在 InvestorPlace 上的文章並不構成金融建議。然而，它們在主流觀點和客觀理論之間形成了有趣的對比，使讀者能夠從無偏見的評論中受益。讀者可以期待涵蓋經常交易的股票、房地產投資信託 (REITs)、固定收益基金、封閉式基金 (CEFs) 和交易所交易基金 (ETFs) 的報道。</p>

空氣化工產品

<p>氫能市場的機遇非常豐富，預計增長率將達到每年 39.5％，直至 2030 年。三家值得關注的氫能股票包括空氣化工產品（NYSE:APD）、ITM Power（OTCMKTS:ITMPF）和 Bloom Energy（NYSE:BE）。APD 已經確立自己作為領先的氫能供應商，ITMPF 處於早期階段，有潛力實現扭轉，而 BE 專注於固體氧化物燃料電池。由於潛在的增長陷阱，謹慎的篩選是必要的</p>

<p>The emergence of clean energy and the concurrent pushback from fossil fuel enthusiasts show that the global energy mix has reached a pivotal moment. Therefore, opportunities are abundant in the energy sector. One such opportunity is hydrogen, and moreso green hydrogen, a market forecasted to grow by 39.5% per year until 2030.</p>
<div class="lb-trans"><p>清潔能源的出現以及化石燃料愛好者的抵制表明，全球能源結構已經到達一個關鍵時刻。因此，能源領域的機遇是豐富的。氫能是其中之一，尤其是綠色氫能，預計市場將以每年 39.5% 的速度增長至 2030 年。</p>
</div><p>Although hydrogen stocks have systematic support, prudent screening is critical as numerous growth traps exist. As such, I embarked on a robust screening process, emphasizing company fundamentals, valuation attributes and event-driven features. Moreover, I phased in technical analysis whenever necessary.</p>
<div class="lb-trans"><p>儘管氫能股票得到系統支持，但審慎篩選至關重要，因為存在許多增長陷阱。因此，我進行了嚴格的篩選過程，強調公司基本面、估值屬性和事件驅動特徵。此外，我在必要時採用技術分析。</p>
</div><p>The risk profile of hydrogen stocks might not suit everyone’s investment objectives. However, if your risk-return appetite aligns with what I mentioned, here are three best-in-class hydrogen stocks to watch.</p>
<div class="lb-trans"><p>氫能股票的風險特徵可能不適合每個人的投資目標。然而，如果您的風險回報偏好與我提到的相符，這裏有三隻最佳氫能股票值得關注。</p>
</div><h2><strong>Air Products and Chemicals</strong> (APD)</h2>
<div class="lb-trans"><h2><strong>空氣化工產品</strong> (APD)</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: Bjoern Wylezich / Shutterstock</p>
<div class="lb-trans"><p>圖片來源：Bjoern Wylezich / Shutterstock</p>
</div><p><strong>Air Products and Chemicals</strong> (NYSE: <strong>APD</strong>) distributes gases and chemicals for industrial use. The company has also established itself as the world’s leading vertically integrated hydrogen supplier. Although it is an established company, Air Products and Chemicals’ green hydrogen exposure provides renewed growth prospects, conveyed by its five-year compound annual growth rate (CAGR) of 6.26%.</p>
<div class="lb-trans"><p><strong>空氣化工產品</strong> (NYSE: <strong>APD</strong>) 主要為工業用途分銷氣體和化學品。該公司還確立了自己作為全球領先的垂直一體化氫供應商的地位。儘管它是一家老牌公司，但空氣化工產品的綠色氫能暴露提供了更新的增長前景，其五年複合年增長率（CAGR）為 6.26%。</p>
</div><p>Furthermore, the firm’s near-term variables are promising. For example, Air Products and Chemicals recently released its third-quarter earnings report, revealing an earnings-per-share beat of 16 cents. Additionally, the company reported an earnings before interest tax depreciation and amortization (EBITDA) margin of 42.4%, illustrating its operational efficiency.</p>
<div class="lb-trans"><p>此外，該公司的短期變量是樂觀的。例如，空氣化工產品最近發佈了其第三季度財報，顯示每股收益超出 16 美分。此外，該公司報告的息税折舊攤銷前利潤率（EBITDA）為 42.4%，顯示其運營效率。</p>
</div><p>APD stock has a few catalysts. For instance, Air Products and Chemicals recently signed a supply deal with <strong>TotalEnergies</strong>(NYSE:<strong>TTE</strong>) that will start in 2030. Moreover, APD stock has hit a momentum trend by trading above its 10-, 50-, 100- and 200-day moving averages.</p>
<div class="lb-trans"><p>APD 股票有一些催化劑。例如，空氣化工產品最近與 <strong>TotalEnergies</strong>（NYSE:<strong>TTE</strong>）簽署了一項將於 2030 年開始的供應協議。此外，APD 股票通過交易高於其 10 日、50 日、100 日和 200 日移動平均線，形成了動量趨勢。</p>
</div><p>I’m bullish here, folks!</p>
<div class="lb-trans"><p>我在這裏持樂觀態度！</p>
</div><h2>ITM Power (ITMPF)</h2>
<div class="lb-trans"><h2>ITM Power (ITMPF)</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: Proxima Studio / Shutterstock.com</p>
<div class="lb-trans"><p>圖片來源：Proxima Studio / Shutterstock.com</p>
</div><p><strong>ITM Power</strong> (OTCMKTS:<strong>ITMPF</strong>) is a U.K.-based clean energy storage and clean fuel company. The firm participates in the hydrogen industry by designing and manufacturing hydrogen energy systems for production and storage. Unlike Air Products and Chemicals, ITM Power is early in its life cycle, allowing investors to invest at a” smart money” stage.</p>
<div class="lb-trans"><p><strong>ITM Power</strong> (OTCMKTS:<strong>ITMPF</strong>) 是一家總部位於英國的清潔能源存儲和清潔燃料公司。該公司通過設計和製造氫能系統用於生產和儲存參與氫能行業。與空氣化工產品不同，ITM Power 處於早期發展階段，使投資者能夠在 “聰明資金” 階段投資。</p>
</div><p>As mentioned, ITM is largely unestablished. As an example, the firm released its year-end fiscal 2023 results, revealing £5.2 million in revenue and an unimpressive EBITDA of -£94.2 million. Consequently, ITMPF stock has shed 44% ever since. Nevertheless, I think a speculative opportunity exists, given the firm’s systematic support, a newly announced turnaround plan, and strong cash position of £282.6 million.</p>
<div class="lb-trans"><p>正如前文所述，ITM Power 在很大程度上尚未確立。例如，該公司發佈了截至 2023 財年的年終業績，顯示收入為 520 萬英鎊，息税折舊攤銷前利潤為-9420 萬英鎊。因此，ITMPF 股票自那時以來已下跌了 44%。然而，我認為存在投機機會，鑑於該公司的系統支持、新宣佈的扭虧計劃和 282.6 百萬英鎊的強勁現金頭寸。</p>
</div><p>ITMPF stock’s relative strength index has dipped to around 44, suggesting it has experienced excess selling pressure from investors. In addition, the stock has an Enterprise Value-to-Revenue multiple of 6.3x. These numbers coincide with its fundamental underperformance. However, a potential turnaround, paired with comprehensive hydrogen uptake, might send ITMPF’s stock flying.</p>
<div class="lb-trans"><p>ITMPF 股票的相對強弱指數已下降至約 44，表明受到投資者過度拋售的壓力。此外，該股的企業價值與營收倍數為 6.3 倍。這些數字與其基本表現不佳相吻合。然而，潛在的扭虧計劃，加上全面的氫能吸收，可能推動 ITMPF 股價飆升。</p>
</div><p>This is a speculative bet that could pay off if timed correctly.</p>
<div class="lb-trans"><p>這是一項有可能在正確時間獲利的投機性賭注。</p>
</div><h2>Bloom Energy (BE)</h2>
<div class="lb-trans"><h2>Bloom Energy (BE)</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>圖片來源：Sundry Photography / Shutterstock</p>
</div><p><strong>Bloom Energy</strong> (NYSE:<strong>BE</strong>) is a U.S.-based producer of solid oxide fuel cells. The firm is committed to the green economy by delivering hydrogen fuel cells and providing ancillary services. In addition, the company emphasizes speed, as its solid oxide hydrogen fuel cell technology enhances the production and usage of hydrogen.</p>
<div class="lb-trans"><p><strong>Bloom Energy</strong> (NYSE:<strong>BE</strong>) 是一家總部位於美國的固體氧化物燃料電池生產商。該公司致力於綠色經濟，通過提供氫燃料電池和提供附屬服務來實現。此外，該公司強調速度，因為其固體氧化物氫燃料電池技術增強了氫的生產和使用。</p>
</div><p>Furthermore, Bloom Energy has experienced event-driven support. For example, the company recently announced a strategic partnership with <strong>Chirisa Technology Parks</strong>, relating to a supply agreement for Chirisa’s <strong>CoreWeave</strong> data center. Additionally, Bloom Energy released its first-quarter results in May, revealing a $14.1 million net loss narrowing and a capacity agreement deal with <strong>Intel</strong>(NASDAQ:<strong>INTC</strong>) relating to “the installation of additional megawatts (MW) of Bloom Energy’s fuel cell-based Energy Server at Intel’s existing high-performance computing data center in Santa Clara, CA.”</p>
<div class="lb-trans"><p>此外，Bloom Energy 獲得了事件驅動支持。例如，該公司最近宣佈與 <strong>Chirisa Technology Parks</strong> 達成戰略合作伙伴關係，涉及與 Chirisa 的 <strong>CoreWeave</strong> 數據中心供應協議。此外，Bloom Energy 在五月份發佈了其第一季度業績，顯示淨虧損收窄至 1410 萬美元，並與 <strong>Intel</strong>（NASDAQ:<strong>INTC</strong>）達成容量協議，涉及 “在加州聖克拉拉的 Intel 現有高性能計算數據中心安裝額外兆瓦（MW）的 Bloom Energy 基於燃料電池的 Energy Server”。</p>
</div><p>The abovementioned factors play into Bloom Energy’s existing CAGR of 16.21%. Moreover, Bloom Energy’s growth is accompanied by a price-to-sales ratio of 2.1x, which I deem favorable. As such, I am confident that BE stock is undervalued.</p>
<div class="lb-trans"><p>上述因素支撐了 Bloom Energy 目前的 16.21% 的複合年增長率。此外，Bloom Energy 的增長伴隨着 2.1 倍的市銷率，我認為這是有利的。因此，我相信 BE 股票被低估了。</p>
</div><p><em>On the date of publication, Steve Booyens did not hold (either directly or indirectly) any positions in the securities mentioned in this article. 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><em>在本文發佈日期，Steve Booyens 沒有持有（直接或間接）本文提到的證券中的任何頭寸。本文中表達的觀點屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</em></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><em>在本文發佈日期，負責編輯沒有持有（直接或間接）本文提到的證券中的任何頭寸。</em></p>
</div><p>Steve Booyens co-founded Pearl Gray Equity and Research in 2020 and has been responsible for cross-asset research and PR ever since. Before founding the firm, Steve spent time working in various finance roles in London and South Africa. He holds an MSc in Investment Banking from Queen Mary – University of London. Furthermore, Steve obtained his CFA Charter on April 26, 2024, and is working toward his Ph.D. in Finance. His articles are published on various reputable web pages such as Seeking Alpha, TipRanks, Yahoo Finance, and Benzinga. Steve’s articles on InvestorPlace don’t constitute financial advice. However, they form an interesting juxtaposition between mainstream opinion and objective theory, allowing readers to benefit from unbiased commentary. Readers can expect coverage on frequently traded stocks, REITs, fixed-income funds, CEFs, and ETFs.</p>
<div class="lb-trans"><p>Steve Booyens 於 2020 年共同創立了 Pearl Gray Equity and Research，並自那時起負責跨資產研究和公關工作。在創立該公司之前，Steve 在倫敦和南非的各種金融職位上工作過一段時間。他擁有倫敦大學瑪麗皇后學院的投資銀行碩士學位。此外，Steve 於 2024 年 4 月 26 日獲得了他的 CFA 特許資格，並正在攻讀金融博士學位。他的文章發表在諸如 Seeking Alpha、TipRanks、Yahoo Finance 和 Benzinga 等多個知名網頁上。Steve 在 InvestorPlace 上的文章並不構成金融建議。然而，它們在主流觀點和客觀理論之間形成了有趣的對比，使讀者能夠從無偏見的評論中受益。讀者可以期待涵蓋經常交易的股票、房地產投資信託 (REITs)、固定收益基金、封閉式基金 (CEFs) 和交易所交易基金 (ETFs) 的報道。</p>
</div>

第三季度的冉冉新星：3 只你必須關注的氫能源股票