昨日A股 7月2日，A股三大指数集体下跌，截至收盘，沪指跌0.09%，深成指跌0.61%，创业板指跌1.13%，北证 50指数跌1.23%。全市场成交额14051亿元，较上日缩量914亿元。全市场超3200只个股下跌。板块题材 上，光伏、钢铁、养殖、代糖、煤炭、海工装备板块涨幅居前；算力硬件、半导体、脑机接口、数字货 币、多元金融板块跌幅居前。 盘面上，光伏板块集体大涨，钢铁板块午后强势拉升，海工装备板块集体爆发，算力硬件板块集体走 低，脑机接口板块集体调整。 | 名称 | 最新点位 | 、涨跌幅 | | --- | --- | --- | | 上证指数 | 3454.79 | -2.96(-0.09%) | | 深证指数 | 10412.63 | -63.66(-0.61%) | | 创业板指 | 2123.72 | -24.2(-1.13%) | | | 日期:7月2日 制图:21投资通 | | 隔夜外盘 纽约股市三大股指7月2日涨跌不一。截至当天收盘，道琼斯工业平均指数比前一交易日下跌10.52点， 收于44484.42点，跌幅为0.02%；标准普尔500种股票指数上涨29.41点，收于6227.42点 ...

Core Viewpoint - Brookfield Renewable is positioned for strong future growth, with potential for significant returns on investment over the next decade, driven by a solid dividend yield and growth in funds from operations (FFO) [2][12]. Group 1: Historical Performance - Brookfield Renewable has achieved a 6% compound annual growth rate in dividends since 2001, resulting in a 15.6% average annual total return for investors [1]. - The company has delivered an 11% compound annual growth over the past 10 years [12]. Group 2: Current Financial Outlook - The current dividend yield is approximately 4.5%, significantly higher than the S&P 500's yield of less than 1.5% [4]. - Brookfield's revenue is largely secured through long-term, fixed-rate power purchase agreements (PPAs), with 90% of electricity sold under these contracts, averaging a remaining term of 14 years [5]. Group 3: Growth Drivers - Brookfield has a pipeline of 74 gigawatts (GW) of renewable energy projects, nearly double its current operating capacity of 45 GW, with expectations to commission 8 GW this year and target 10 GW annually by 2027 [8]. - The company has signed a significant 10.5 GW deal with Microsoft for projects expected to be developed between 2026 and 2030, indicating strong demand for electricity, particularly for AI data centers [9]. - Recent acquisitions, including the purchase of Neoen and National Grid's U.S. onshore renewable-energy platform, are expected to enhance Brookfield's development pipeline and add 3.9 GW of operating and under-construction assets [10]. Group 4: Future Projections - Brookfield estimates that its FFO per share will grow at more than a 10% annual rate for the foreseeable future, supported by its growth strategies [11]. - The company targets annual dividend increases of 5% to 9%, which, combined with FFO growth, could lead to total returns exceeding 15% annually [12].

It's always nice to see the prices of your stock appreciate, but that's not the only way to make a good amount of money in the stock market. There are also dividends, which are more predictable and can significantly contribute to your total returns.As of June 30, the S&P 500's dividend yield is just under 1.3%, but there's an ultra-high-yield dividend stock that offers a yield over 5.5 times that amount: Energy Transfer (ET 0.51%).It hasn't been the best year for Energy Transfer, down over 7% through June 3 ...

Core Viewpoint - Plains All American Pipeline, L.P. (PAA) and Plains GP Holdings (PAGP) announced their quarterly distributions for Q2 2025 and the timing for their earnings release [1][4] Distribution Declaration - PAA announced a quarterly cash distribution of $0.38 per Common Unit ($1.52 annualized), unchanged from May 2025 [7] - PAGP announced a cash distribution of $0.38 per Class A Share ($1.52 annualized), also unchanged from May 2025 [7] - PAA's Series B Preferred Units will have a distribution of $22.23 per Series B Unit, payable on August 15, 2025 [2] Earnings Timing - PAA and PAGP will release their Q2 2025 earnings before market open on August 8, 2025 [4] - A conference call will be held at 9:00 a.m. CT (10 a.m. ET) to discuss earnings, accessible via the company's website [4] Company Overview - PAA operates midstream energy infrastructure and logistics services for crude oil and natural gas liquids, handling approximately eight million barrels per day [5] - PAGP holds a non-economic controlling general partner interest in PAA and is one of the largest energy infrastructure companies in North America [6]

Tesla’s energy storage business gets sucked into the company’s downward spiral | TechCrunch https://t.co/1mSYWXjpaA ...

Equity Research China (PRC) | Industrials June 28, 2025 JEF Industrial AI+ Expert Day: Nuclear Fusion We invited Mr Wei Dong, a nuclear fusion expert, to our Industrial AI+ Value Chain Expert Day on 23th Jun. Nuclear Fusion has the highest power intensity among all forms of power gen tech. Despite decades of R&D, we are still in early stage, and expert expects we may start generating power with nuclear fusion by 2035, with certain economic viability by 2045. Commercialization is progressing orderly, while t ...

编 译 / 钱亚光 设 计 / 赵昊然 来 源 / w w w. b l o o m b e r g . c o m , w w w. t h e v e r g e . c o m , i n si d e e v s. c o m 在内华达沙漠中的山丘上，两座巨大的建筑物之间，805块退役电动汽车电池整齐地排列着，每一 块都用不起眼的白色防水布包裹着——而且就静静地躺在那里，毫不起眼。这就是Redwood Energy 为人工智能基础设施公司数据中心供电的微型电网。 6月27日，电池回收企业Redwood Materials公司的子公司Redwood Energy公司在其位于内华达州斯 帕克斯的工厂举行的活动中宣布，将推出一项能源存储业务。该业务将利用其在电池回收业务中收 集到的电动汽车电池来为各类企业提供电力支持，而他们首先将从人工智能数据中心入手。 即使经过多年的使用，电动汽车电池仍能为不同的应用场景提供大量可用容量。Redwood Materials 表示，电池在被回收之前可以被重新用于构建固定式储能系统。这类系统有助于稳定电力电网，并 帮助各国摆脱化石燃料。 过去十年间，电动汽车的销量一直在迅速增 ...

BREAKING: Tesla deployed 9.6 GWh of energy storage last quarter ⚡️That’s down 7.7% QoQ but still up 2.1% YoY 📊 https://t.co/r1z9G38tX5 ...

Core Insights - The energy sector is currently viewed as significantly undervalued compared to the technology sector, which is considered overvalued [2] - Canadian Natural Resources is highlighted as a particularly undervalued company within the energy sector, especially in the Canadian market [2] Company Insights - Canadian Natural Resources is identified as a defensive stock with potential for medium- to long-term investment [2] - The analyst holds a beneficial long position in Canadian Natural Resources, indicating confidence in the company's future performance [3]

Core Insights - GE Vernova Inc. (GEV) has received an order from RG Engineering in Puerto Rico for six LM2500XPRESS gas turbine packages, which will enhance the island's energy infrastructure and stability [1][2][3] - The LM2500XPRESS turbines can achieve efficiencies of up to 39.5% in simple cycle and 54.4% in combined cycle configurations, with a total generating capacity of approximately 244 megawatts (MW) [1][2] - GEV's stock has increased by 53.8% year-to-date, outperforming the alternative energy industry and the S&P 500 [4][9] Company Performance - GEV's stock performance has been strong, with a 53.8% increase year-to-date, compared to 23.5% for the alternative energy industry and 4.9% for the S&P 500 [4][9] - Other industry players like Talen Energy Corp. and Constellation Energy Corp. have also shown significant stock performance, with increases of 39% and 37.6% respectively [5] Growth Drivers - The shift towards sustainable energy and GEV's advanced technologies that reduce emissions have bolstered investor confidence, contributing to the stock's price increase [6] - GEV has secured multiple orders and partnerships, including a significant order from Rio Tinto for hydropower upgrades and agreements for nuclear energy projects in Finland and Sweden [7][10][11] Future Outlook - Global electricity consumption is projected to rise by 3.9% in 2025 and around 4% annually through 2027, indicating a growing demand for clean energy solutions [12][13] - GEV's strategic partnerships and project wins across various energy sectors position the company well to capitalize on this demand growth [12][13] - The Zacks Consensus Estimate predicts a long-term earnings growth rate of 18% for GEV, reflecting strong revenue and earnings growth potential [13][14] Valuation - GEV's forward 12-month price-to-earnings (P/E) ratio is 53.71X, significantly higher than the peer group's average of 15.22X, indicating a premium valuation [21] - Other industry peers are also trading at a premium, with Talen Energy at 27.67X and Constellation Energy at 29.34X [22] Summary - GEV's recent order for gas turbines in Puerto Rico and strong stock performance highlight its expanding role in the energy sector [1][4] - The company is well-positioned for future growth due to increasing global electricity demand and its focus on clean energy technologies [12][13] - However, the current premium valuation suggests that potential investors may want to wait for a more favorable entry point [25]