<p><strong>特斯拉</strong>(TSLA 1.93%) 是一隻頗具爭議的股票，部分原因在於其超凡的首席執行官埃隆·馬斯克。但馬斯克的戲劇性風格實際上幫助創造了電動車（EV）行業。如今，幾乎每個主要汽車製造商都在生產電動車，這將為這個以乏味和可靠著稱的行業帶來二次增長效應。以下是你需要了解的內容，以及為什麼你可能想要購買這三隻分紅股票。</p>
<h2>需求的重大變化</h2>
<p>在 2000 年至 2020 年間，電力需求增長緩慢，僅增長了 9%。這不是年化數據，而是整個 20 年期間的需求增長。在這段時間內，有許多大型和重要的趨勢導致了需求的長期停滯，最顯著的是通過節能產品減少能源消耗的努力。LED 燈泡是大多數消費者最明顯的例子，但整個工業經濟中也發生了類似的過程。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg0NDEvMjVfMDVfMTMtdGVzbGEtYnVpbGRpbmctd2l0aC10ZXNsYS1sb2dvLWFuZC10d28tdGVzbGFzLWluLWZyb250LV9tZi1kbG9hZC1pbWFnZS1zb3VyY2UtdGVzbGEucG5nJnc9NzAw?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://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg0NDEvMjVfMDVfMTMtdGVzbGEtYnVpbGRpbmctd2l0aC10ZXNsYS1sb2dvLWFuZC10d28tdGVzbGFzLWluLWZyb250LV9tZi1kbG9hZC1pbWFnZS1zb3VyY2UtdGVzbGEucG5nJnc9NzAw"/></p>
<p>圖片來源：Getty Images。</p>
<p>但節能努力基本上已經完成，使用更清潔技術的努力仍在社會中進行。這包括用更清潔、更先進的技術替代舊的、污染嚴重的技術。這裏的主要例子是電動車替代內燃機（ICE）車輛。而這一過程基本上是由埃隆·馬斯克和特斯拉開啓的。他證明了電動車可以成為內燃機車輛的真正競爭者。現在，幾乎每個主要汽車製造商都在生產電動車，還有許多重要的初創公司也在這樣做。</p>
<p>這將顯著增加電力需求，進一步受到人工智能（AI）快速增長的推動。預計在 2020 年至 2040 年間，電力需求將增長 55%。這相當於 2000 年至 2020 年間需求增長的六倍。短期內的增長將由人工智能驅動，預計在 10 年內需求將增長 300%。長期來看，電動車預計到 2050 年電力需求將增長 9000%，這是一個真正巨大的數字。</p>
<h2>分紅投資者可以利用電動車的增長</h2>
<p>電力公用事業的需求增長不會是一次性事件。這將是一個需要多年過程的過程，要求大量資本投資，並導致這個長期以來相對乏味的行業的增長。鑑於需求推動增長，監管機構很可能會批准公用事業公司所需的資本投資和費率請求。這對保守的收入投資者來説是個好消息。</p>
<p>對於那些採取分紅增長策略的投資者來説，<strong>下一 Era 能源</strong>(NEE 0.58%) 可能是最佳選擇。該公用事業公司的分紅收益率為 3.2%，並且有 31 次年度分紅增長。然而，最大的亮點是過去十年中，分紅以大約 10% 的年化速度增長，管理層預計在可預見的未來將保持這一增長率。該公司實際上是兩個業務的結合，其基礎建立在佛羅里達州的監管公用事業運營上，增長來自其大型可再生能源業務。</p>
<p>對於那些真正保守的投資者，偏好更高收益的選擇，<strong>黑山</strong>(BKH 0.85%) 可能是更好的選擇。這家電力和天然氣公用事業公司相對較小，市值僅為 40 億美元（作為參考，下一 Era 能源的市值超過 1400 億美元）。然而，它是少數幾家成功獲得分紅王地位的公用事業公司之一，擁有 55 次年度分紅增長。</p>
<p>再加上相對較高的 4.6% 分紅收益率，而公用事業的平均收益率為 2.9%，你可以理解為什麼以收入為導向的投資者可能會喜歡黑山。儘管如此，分紅增長可能會比下一 Era 能源提供的更為温和，黑山預計每年的收益增長在 4% 到 6% 之間，分紅也將以大致相同的速度增長。</p>
<p>對於那些稍微激進一點的投資者來説，公用事業領域的一個穩健的轉型故事是 <strong>道明尼能源</strong>(D 1.34%)。該公司花費了多年時間精簡業務，直到現在成為一家純電力供應商。儘管如此，這一過程包括了削減分紅，並且目前專注於加強資產負債表和降低支付比率，以使其與行業平均水平相符。</p>
<p>換句話説，暫時沒有分紅增長。但這被高達 4.9% 的分紅收益率所彌補。一旦支付比率降低，分紅增長可能會再次開始。這是一個相對低風險的轉型故事，適合那些樂於在等待更好時光的同時收取高於平均水平收益的投資者。</p>
<h2>三個選擇，但還有更多</h2>
<p>由特斯拉推動的電動車市場的增長，預計將為監管公用事業創造需求的重大變化。這將使它們從沉睡的業務轉變為增長更快、投資更具吸引力的項目，並且在其中有顯著的分紅成分。整個行業都有機會，但在分紅增長方面，下一 Era 能源脱穎而出，黑山則以分紅可靠性著稱，而道明尼能源則因其轉型吸引力而受到關注。</p>

道明尼資源

黑山

新紀元能源

<p>特斯拉對電動車（EV）市場的影響預計將推動電力需求的顯著增長，預計從 2020 年到 2040 年將增加 55%，而僅電動車預計到 2050 年將推動需求增長 9,000%。這一趨勢為公用事業領域的股息投資者提供了機會，例如 NextEra Energy，其股息收益率為 3.2% 且具有強勁的增長潛力；Black Hills，其股息收益率為 4.6% 並被稱為股息之王；以及 Dominion Energy，其股息收益率為 4.9%，但在恢復股息增長之前，正專注於改善資產負債表</p>

<p><strong>Tesla</strong>(TSLA 1.93%) is a polarizing stock thanks partly to its larger-than-life CEO, Elon Musk. But Musk's theatrical flare literally helped to create the electric vehicle (EV) industry. Now, with almost every major automaker building EVs, there's going to be a secondary growth effect in a sector known for being boring and reliable. Here's what you need to know and why you might want to buy these three dividend stocks.</p>
<div class="lb-trans"><p><strong>特斯拉</strong>(TSLA 1.93%) 是一隻頗具爭議的股票，部分原因在於其超凡的首席執行官埃隆·馬斯克。但馬斯克的戲劇性風格實際上幫助創造了電動車（EV）行業。如今，幾乎每個主要汽車製造商都在生產電動車，這將為這個以乏味和可靠著稱的行業帶來二次增長效應。以下是你需要了解的內容，以及為什麼你可能想要購買這三隻分紅股票。</p>
</div><h2>A step change in demand</h2>
<div class="lb-trans"><h2>需求的重大變化</h2>
</div><p>Between 2000 and 2020, demand for electricity was modest, growing only 9%. That's not an annualized figure, it is the growth in demand over that entire 20-year period. There were a number of large and important trends over that period that caused this long lull in demand, most notably being the effort to reduce energy consumption through energy-efficient products. LED light bulbs are the most obvious example for most consumers, but a similar process was taking place throughout the industrial economy as well.</p>
<div class="lb-trans"><p>在 2000 年至 2020 年間，電力需求增長緩慢，僅增長了 9%。這不是年化數據，而是整個 20 年期間的需求增長。在這段時間內，有許多大型和重要的趨勢導致了需求的長期停滯，最顯著的是通過節能產品減少能源消耗的努力。LED 燈泡是大多數消費者最明顯的例子，但整個工業經濟中也發生了類似的過程。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg0NDEvMjVfMDVfMTMtdGVzbGEtYnVpbGRpbmctd2l0aC10ZXNsYS1sb2dvLWFuZC10d28tdGVzbGFzLWluLWZyb250LV9tZi1kbG9hZC1pbWFnZS1zb3VyY2UtdGVzbGEucG5nJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F818441%2F25_05_13-tesla-building-with-tesla-logo-and-two-teslas-in-front-_mf-dload-image-source-tesla.png&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><p>But the efficiency effort has largely played out and the effort to use cleaner technologies is still working through society. That includes replacing older, dirtier tech with cleaner, newer tech. The prime example here is electric vehicles replacing internal combustion engine (ICE) vehicles. And that process was basically started by Elon Musk and Tesla. He proved that EVs could be a real competitor to ICE vehicles. Now, just about every major automaker is building EVs and there are a number of material start-ups doing the same.</p>
<div class="lb-trans"><p>但節能努力基本上已經完成，使用更清潔技術的努力仍在社會中進行。這包括用更清潔、更先進的技術替代舊的、污染嚴重的技術。這裏的主要例子是電動車替代內燃機（ICE）車輛。而這一過程基本上是由埃隆·馬斯克和特斯拉開啓的。他證明了電動車可以成為內燃機車輛的真正競爭者。現在，幾乎每個主要汽車製造商都在生產電動車，還有許多重要的初創公司也在這樣做。</p>
</div><p>This should dramatically increase electricity demand, further fueled by the rapid growth of artificial intelligence (AI). Between 2020 and 2040, electricity demand is projected to increase by 55%. That's six times the increase in demand between 2000 and 2020. The growth is going to be driven in the near term by AI, which is expected to see an increase in demand of 300% over 10 years. The longer term is expected to be driven by EVs, which are projected to see an increase in electricity demand of 9,000% by 2050, a truly massive figure.</p>
<div class="lb-trans"><p>這將顯著增加電力需求，進一步受到人工智能（AI）快速增長的推動。預計在 2020 年至 2040 年間，電力需求將增長 55%。這相當於 2000 年至 2020 年間需求增長的六倍。短期內的增長將由人工智能驅動，預計在 10 年內需求將增長 300%。長期來看，電動車預計到 2050 年電力需求將增長 9000%，這是一個真正巨大的數字。</p>
</div><h2>Dividend investors can take advantage of EV growth</h2>
<div class="lb-trans"><h2>分紅投資者可以利用電動車的增長</h2>
</div><p>The demand increase for electric utilities isn't going to be a one-time event. It is going to be a years-long process that will require significant capital investment and lead to growth in what has been a fairly boring sector for a long time. Given that demand is leading the growth, regulators are highly likely to approve the needed capital investments and rate requests from regulated electric utilities. This is fabulous news for conservative income investors.</p>
<div class="lb-trans"><p>電力公用事業的需求增長不會是一次性事件。這將是一個需要多年過程的過程，要求大量資本投資，並導致這個長期以來相對乏味的行業的增長。鑑於需求推動增長，監管機構很可能會批准公用事業公司所需的資本投資和費率請求。這對保守的收入投資者來説是個好消息。</p>
</div><p>For those with a dividend growth approach, <strong>NextEra Energy</strong>(NEE 0.58%) is probably going to be the best choice. The utility has a 3.2% dividend yield backed by 31 annual dividend increases. However, the big story here is that the dividend has increased at a roughly 10% annualized clip over the past decade, with management expecting to maintain that rate for the foreseeable future. The company is actually two businesses in one, with the foundation built upon its regulated utility operations in Florida and the growth coming from its large renewable power operations.</p>
<div class="lb-trans"><p>對於那些採取分紅增長策略的投資者來説，<strong>下一 Era 能源</strong>(NEE 0.58%) 可能是最佳選擇。該公用事業公司的分紅收益率為 3.2%，並且有 31 次年度分紅增長。然而，最大的亮點是過去十年中，分紅以大約 10% 的年化速度增長，管理層預計在可預見的未來將保持這一增長率。該公司實際上是兩個業務的結合，其基礎建立在佛羅里達州的監管公用事業運營上，增長來自其大型可再生能源業務。</p>
</div><p>For truly conservative investors who prefer higher-yielding fare, <strong>Black Hills</strong>(BKH 0.85%) might be the better pick. This electric and natural gas utility is fairly small, with a market cap of just $4 billion (for reference, NextEra Energy's market cap is over $140 billion). However, it is one of the few utilities that has managed to achieve Dividend King status, with its 55 annual dividend increases.</p>
<div class="lb-trans"><p>對於那些真正保守的投資者，偏好更高收益的選擇，<strong>黑山</strong>(BKH 0.85%) 可能是更好的選擇。這家電力和天然氣公用事業公司相對較小，市值僅為 40 億美元（作為參考，下一 Era 能源的市值超過 1400 億美元）。然而，它是少數幾家成功獲得分紅王地位的公用事業公司之一，擁有 55 次年度分紅增長。</p>
</div><p>Add in a fairly high dividend yield of 4.6%, compared to the utility average of 2.9%, and you can see why income-focused investors might like Black Hills. That said, dividend growth is likely to be more modest than what NextEra Energy can offer, with Black Hills calling for earnings to advance 4% to 6% a year and dividends rising at about the same rate.</p>
<div class="lb-trans"><p>再加上相對較高的 4.6% 分紅收益率，而公用事業的平均收益率為 2.9%，你可以理解為什麼以收入為導向的投資者可能會喜歡黑山。儘管如此，分紅增長可能會比下一 Era 能源提供的更為温和，黑山預計每年的收益增長在 4% 到 6% 之間，分紅也將以大致相同的速度增長。</p>
</div><p>A solid turnaround story in the utility space, for investors who are a bit more aggressive, is <strong>Dominion Energy</strong>(D 1.34%). This company has spent years slimming down its business to the point where it is now a pure-play electricity provider. That said, the process included a dividend cut and a current focus on strengthening the balance sheet and reducing the payout ratio so that it is in line with the industry average.</p>
<div class="lb-trans"><p>對於那些稍微激進一點的投資者來説，公用事業領域的一個穩健的轉型故事是 <strong>道明尼能源</strong>(D 1.34%)。該公司花費了多年時間精簡業務，直到現在成為一家純電力供應商。儘管如此，這一過程包括了削減分紅，並且目前專注於加強資產負債表和降低支付比率，以使其與行業平均水平相符。</p>
</div><p>In other words, no dividend growth for a little while. But that's made up for by the lofty 4.9% dividend yield. And, once the payout ratio is worked down, dividend growth is likely to start up again. It's a fairly low-risk turnaround story for investors who are happy to collect an above-average yield while they wait for better days.</p>
<div class="lb-trans"><p>換句話説，暫時沒有分紅增長。但這被高達 4.9% 的分紅收益率所彌補。一旦支付比率降低，分紅增長可能會再次開始。這是一個相對低風險的轉型故事，適合那些樂於在等待更好時光的同時收取高於平均水平收益的投資者。</p>
</div><h2>Three options, but there are more</h2>
<div class="lb-trans"><h2>三個選擇，但還有更多</h2>
</div><p>The growth of the EV market, jump-started by Tesla, is expected to create a step change in demand for regulated utilities. That will change them from sleepy businesses to faster-growing and more attractive investments, with a notable dividend component in the mix. There are opportunities throughout the sector, but NextEra Energy stands out on the dividend growth front, Black Hills for dividend reliability, and Dominion Energy when it comes to its turnaround appeal.</p>
<div class="lb-trans"><p>由特斯拉推動的電動車市場的增長，預計將為監管公用事業創造需求的重大變化。這將使它們從沉睡的業務轉變為增長更快、投資更具吸引力的項目，並且在其中有顯著的分紅成分。整個行業都有機會，但在分紅增長方面，下一 Era 能源脱穎而出，黑山則以分紅可靠性著稱，而道明尼能源則因其轉型吸引力而受到關注。</p>
</div>

Tesla Started the Ball Rolling and It Could Mean a 9,000% Growth Driver for These 3 Dividend Stocks

- 特斯拉推動電動車市場增長，預計電力需求將大幅上升。  
- 2020 年至 2040 年，電力需求預計增長 55%，AI 和電動車是主要驅動因素。  
- 投資者可關注 NextEra Energy、Black Hills 和 Dominion Energy 等公用事業股。

特斯拉開啓了這一進程，這可能意味着這三隻股息股票的增長驅動力將達到 9000%