$DUK

DUK是核心公用事业持仓,拥有强劲股息与核电敞口;当前估值具吸引力,促使进一步买入。

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Ale's World of Stocks发布 2026-10-10 · 3 段内容
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Duke是我在公用事业板块的主力持仓,同时也对核电有相当大的敞口,我相信核电未来会非常重要。

Duke is my mainstay in the utilities sector with a significant exposure also to nuclear power, which I believe will be huge in the future.

比如,Duke、Oracle 和 Medtronic 各占约3%,我完全不介意把它们的占比提高,让它们进入核心持仓,或者至少非常接近核心持仓。

For example, Duke, Oracle and Medtronic each hold about 3%, and I wouldn't mind at all trying to raise those percentages to reach the core group or stay very close to it.

再说一次,Duke Energy 是我在能源板块最喜欢的押注之一;它在受监管设施方面提供了很强的安全性。它的股息非常出色。它在核能领域也有面向未来的布局。我认为全国对电力的需求只会不断增加。

不过,我觉得它目前的价格非常有吸引力。我们在它上面表现不佳,所以我想买入更多。

Once again, Duke Energy is one of my favorite bets in the energy sector; it offers a great deal of security in regulated facilities. It pays excellent dividends. It also has a future-oriented focus in the field of nuclear energy.

I believe that the demand for electricity will only increase throughout the country. However , I find its price at the moment very attractive. We are performing poorly on them, so I would like to buy more of them.

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Ale's World of Stocks 在这只股票上共 2 条判断,这里只列相邻的几条。

2026-10-10看涨本条
Duke是我在公用事业板块的主力持仓,同时也对核电有相当大的敞口,我相信核电未来会非常重要。
2026-09-12看涨
但是,Duke,是我最喜欢的能源标的之一,甚至还有一些很好的敞口。
原话 16:32 ›
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