--- title: "摩根士丹利指出，NextEra 和 Dominion 的合併為數據中心的增長帶來了更多機會" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286939429.md" description: "摩根士丹利報告稱，新紀元能源與道明尼資源的合併將創建一個價值 4000 億美元的公用事業公司，增強數據中心的增長機會。預計該交易將在短期內帶來適度的盈利增長，並在 2035 年前實現超過 9% 的長期每股收益增長。新紀元的股東將擁有合併實體 74.5% 的股份，該實體將擁有超過 130 吉瓦的需求管道。摩根士丹利對新紀元維持增持評級，並將其目標股價上調至 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 的合併為數據中心的增長帶來了更多機會 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. ### 相關股票 - [NEP.US](https://longbridge.com/zh-HK/quote/NEP.US.md) - [NEE.US](https://longbridge.com/zh-HK/quote/NEE.US.md) - [D.US](https://longbridge.com/zh-HK/quote/D.US.md) - [XLU.US](https://longbridge.com/zh-HK/quote/XLU.US.md) - [JXI.US](https://longbridge.com/zh-HK/quote/JXI.US.md) - [MS.US](https://longbridge.com/zh-HK/quote/MS.US.md) - [NEE-N.US](https://longbridge.com/zh-HK/quote/NEE-N.US.md) - [NEE-W.US](https://longbridge.com/zh-HK/quote/NEE-W.US.md) - [NEE-R.US](https://longbridge.com/zh-HK/quote/NEE-R.US.md) - [NEE-T.US](https://longbridge.com/zh-HK/quote/NEE-T.US.md) - [NEE-U.US](https://longbridge.com/zh-HK/quote/NEE-U.US.md) - [NEE-S.US](https://longbridge.com/zh-HK/quote/NEE-S.US.md) - [NEE-V.US](https://longbridge.com/zh-HK/quote/NEE-V.US.md) - [MS-O.US](https://longbridge.com/zh-HK/quote/MS-O.US.md) - [MS-Q.US](https://longbridge.com/zh-HK/quote/MS-Q.US.md) - [MS-E.US](https://longbridge.com/zh-HK/quote/MS-E.US.md) - [MS-I.US](https://longbridge.com/zh-HK/quote/MS-I.US.md) - [MS-L.US](https://longbridge.com/zh-HK/quote/MS-L.US.md) - [MS-P.US](https://longbridge.com/zh-HK/quote/MS-P.US.md) - [MS-A.US](https://longbridge.com/zh-HK/quote/MS-A.US.md) - [MS-F.US](https://longbridge.com/zh-HK/quote/MS-F.US.md) - [MS-K.US](https://longbridge.com/zh-HK/quote/MS-K.US.md) ## 相關資訊與研究 - [NextEra 洽購 Dominion Energy，出價每股 76 美元](https://longbridge.com/zh-HK/news/286691074.md) - [搶攻 AI 資料中心商機！NextEra 砸 668 億美元收購 Dominion 創電力業紀錄](https://longbridge.com/zh-HK/news/286801102.md) - [NextEra 態度轉彎曾批離岸風電成本過高如今力挺 Dominion 維吉尼亞大型風場](https://longbridge.com/zh-HK/news/286832290.md) - [光寶股東會：迎 50 週年啟動新篇章，AI 業務成核心引擎](https://longbridge.com/zh-HK/news/287003748.md) - [吃電怪獸催生產業巨獸！NextEra 世紀併購掀海外電力能源 ETF 狂飆](https://longbridge.com/zh-HK/news/286869814.md)