XEL是一只强力买入标的,作为一家传统公用事业公司,受益于其美国中西部服务区内AI驱动的数据中心扩张;估值低于20倍市盈率,股息率约3%。
逐段跳播
最后,我们用一支代表简单直接一面的股票来收尾。它就是“Excel Energy”的股票。Excel Energy就是一家传统的公用事业公司。这就是我每个月付的账单。但我认为Excel Energy今天处于一个有趣位置的原因,是它业务覆盖的范围。
它们在许多中西部州运营。也就是科罗拉多州、明尼苏达州和北达科他州,数据中心已经开始向那里迁移。那里有大片土地。在这些地区中的一些地方,人们可能更容易接受建电厂。那里风能丰富。而且,你知道,那里还有太阳能。
有空间可以建这类设施。所以,我认为这将是一个天然的长期推动因素,无论你谈的是建设配电和输电网络,还是电厂本身,或者提高它们在受监管业务领域内运营的价格基础。所有这些事情不会构成巨大的驱动力,对吧?
Let's conclude with an arrow that represents the simple and straightforward side of things. It is a stock of "Excel Energy". So, Excel Energy is just a traditional utility company.
This is the bill I pay every month. But the reason I think Excel Energy is in an interesting position today is the scope of its work. They operate in many Midwestern states . That is, Colorado, Minnesota, and North Dakota, where data centers have begun to move.
There are vast areas of land. There may be greater acceptance of having power plants in some of these areas. There is an abundance of wind energy. And there, as you know, is solar energy.
There is space available for building such facilities . So, I think this will be a natural long-term enabler, whether you're talking about building distribution and transmission networks or the power plants themselves, or increasing the price base within which they operate in the regulated business sector .
All of these things won't constitute huge driving forces, will they?
这家公司不会像“Bloom Energy”那样,其价值可能像火箭一样飙升。但我认为它是目前最好的交易之一。市盈率不到20倍。当前每股股息率约为3%。这一回报在未来几年还会继续增长。
如果你,比如说,临近退休,只想要一份稳定的收入。这就是我认为会处于非常有利位置的那类公司,无论你把人工智能的扩张看作小的还是大的驱动力。有很多类似的公用事业公司。我喜欢Excel的原因之一是它优越的地理位置,因为我相信,在人工智能扩张的过程中,美国中部那些州会拥有比你想象中更大的激励。
This company will not be like "Bloom Energy," whose value may rise like a rocket. But I think it's one of the best deals available. The price-to-earnings ratio is less than 20.
The current dividend yield per share is approximately 3%. This return will continue to grow over the next few years. If you are, say, nearing retirement and just want a steady income.
This is the kind of company that I think will be in a very good position , whether you view the expansion of artificial intelligence as a small or large driving force. There are many similar utility companies.
One of the reasons I like Excel is its prime geographical location , because I believe those states in the middle of the country will have greater incentives than you think in the process of expanding artificial intelligence.
这个频道对 $XEL 的历次判断
The Motley Fool 在这只股票上只有这一条判断。