Company Overview - Goldman Sachs, founded in 1869, is the world's second-largest investment bank by revenue and ranks 55th on the Fortune 500 list of largest U.S. corporations by total revenue [1] - The firm offers a range of services including financing, advisory services, risk distribution, and hedging for institutional and corporate clients, maintaining its leadership in the investment landscape [1] Market Insights - Timothy Moe, Chief Head of APAC Equity Strategy at Goldman Sachs, highlighted a historical pattern of market corrections occurring every eight to nine months, indicating that the market is overdue for a correction [2] - The firm is increasingly focusing on the energy sector, predicting that while prices may remain flat or decline this year, they could rise starting in 2027 [2] Investment Recommendations - Goldman Sachs has identified five top stocks for investors to consider, particularly emphasizing two companies in the energy sector that are expected to perform well in the future [3] - The firm maintains its status as a premier financial institution, being the go-to bank for a wide range of financial needs over the past 15 years [4] Stock Highlights - **Brixmor Property Group**: This REIT offers a 4.31% dividend and has a target price of $32, indicating a 23% upside potential [5][7] - **Duke Energy**: An electric power and natural gas holding company with a 3.52% dividend and a target price of $141, representing a 20% gain from current levels [8][9] - **Hershey**: A snacks company with a 2.77% dividend and a target price of $220, suggesting a 21% potential increase [10][13] - **Johnson & Johnson**: A diversified healthcare company with a 2.31% dividend and a target price of $240, indicating a 16% upside [14][16] - **Valero Energy**: A multinational manufacturer of petroleum products with a 2.43% dividend and a target price of $197, representing a 19% gain [17][20]

Group 1 - The core viewpoint is that power demand is significantly increasing, primarily driven by the AI infrastructure buildout, which accounts for 43% of the expected demand [1] - The focus is on long-term investment strategies in U.S. and European equities, emphasizing undervalued growth stocks and high-quality dividend growers [1] - Sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, is highlighted as a more reliable driver of returns than valuation alone [1] Group 2 - The analyst has no current stock, option, or similar derivative positions in any mentioned companies and does not plan to initiate any within the next 72 hours [2] - The article expresses the author's personal opinions and is not influenced by compensation from any company mentioned [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect those of the platform as a whole [3]

锦缎 . 以下文章来源于锦缎 ，作者海星 上市公司研究平台，专注价值发现、创造与传播 来源丨锦缎 （ID： jinduan006 ） 作者丨 海星 近期，马斯克关于"中国将是 AI 竞争最大赢家"的论述传播度巨广，这一判断的核心逻辑为电力是 AI 发展的瓶颈，而中国拥有全球最大的电力基础，因此将在 AI 算力上远超世界其他地区。 抛开宏大叙事，从对电力这一行业的中美对比研究出发，马斯克这一论述的可信度有几分，又有什么 深意？ 上下半场是两个游戏 从 2023 年 AI 竞争至今已 3 年整，但是对于 AI 底层的核心竞争的第一性没有变，那就是大力出奇 迹。 只不过竞争的重点从芯片，开始切换到了整个工业基础设施——最后以缺电的形式暴露出来。 1.上半场缺芯片 2023-2025 年， AI 训练和推理的军备竞赛，都是围绕芯片展开的： ●核心是英伟达的 GPU 算力芯片体系，从 Ampere 到 Hopper ，再到 Blackwell ，再到今年的 Robin 。 ●与之配套的通信，虽然表面是光模块从400到 800 再到 1.6T ，但核心仍是其中的光芯片的迭代。 ● 还有充当"记忆功能"的存储，也是从 HB ...

除了这款"攻坚利器"，安徽送变电公司还构建了全方位除冰体系，根据不同覆冰类型及地形特征，搭配 不同除冰设备。其中，预装式"小黄人"除冰机器人，可在冰期到来前提前安装到位，依靠太阳能取电， 根据地线线径定制除冰滚轮，能精准清除残冰，还能通过观冰算法计算覆冰厚度，实现全天候自主除 冰。 空作业。郜小兵/摄 本报讯 1月21日上午，铜陵义安区山区，一个"蓝精灵"正在500千伏文官5391线上跳着"除冰舞"。这款 被称作"小蓝人"的智能设备，是国网铜陵供电公司今年新投入的除冰利器。 "这是我们对抗覆冰的'王牌选手'。"国网铜陵供电公司输电运检中心主任欧阳鸣介绍，"小蓝人"具有三 大技术优势：一是自主适配线路规格，无需人工挂钩投放；二是支持远程操控，恶劣天气下仍可稳定运 行；三是作业效率高，单日除冰里程可达5公里以上，较传统人工方式提升3倍多，且完全规避了高空作 业风险。 （来源：新安晚报） 转自：新安晚报 目前，全省已有7套履带碾压式除冰机器人在5个市投入使用，与"小黄人""小蓝人"形成技术互补。安徽 送变电公司运检分公司负责人林世忠表示，智能除冰网络的应用，标志着电网抗冰保供能力实现质的飞 跃，未来将持续优化技术， ...

Group 1 - American Superconductor (AMSC) has been quietly manufacturing equipment for the electric utility industry prior to this year [1] - In 2025, the market anticipates that AMSC will benefit from the artificial intelligence (AI) boom by providing support to data centers [1]

Electric utility stocks seem to have tapered off, after all the hoopla about how demand from AI would transform the business turned into concern that demand from AI would raise prices to consumers and rile the politicians who set the rates. Maybe it is time to reassess what investors expect. First, understand that Wall Street focuses most on one number in utility financial valuation nowadays, the growth of rate base, because regulators set earnings as a percentage of rate base. The bigger the rate base, t ...

Valued at a market cap of $24 billion, Edison International (EIX) is a utility holding company that primarily generates, distributes, and delivers electricity. The Rosemead, California-based company is scheduled to announce its fiscal Q4 earnings for 2025 in the near future. Ahead of this event, analysts expect this utility company to report a profit of $1.49 per share, up 41.9% from $1.05 per share in the year-ago quarter. The company has surpassed Wall Street’s bottom-line estimates in three of the last ...

Founded in 2017, Kansas City, Missouri-based Evergy, Inc. (EVRG) engages in the generation, transmission, distribution, and sale of electricity in the United States. The company has a market capitalization of $17.6 billion and is expected to release its Q4 2025 earnings results soon. Ahead of this event, analysts anticipate the company to generate earnings of $0.60 per share, representing an increase of 71.4% from $0.35 per share reported in the same quarter last year. The company has surpassed the Street ...

Burnaby, British Columbia--(Newsfile Corp. - January 21, 2026) - Tantalus Systems (TSX: GRID) (OTCQX: TGMPF) ("Tantalus" or the "Company"), a technology company dedicated to helping utilities modernize their distribution grids by harnessing the power of data, today announced that PenTex Energy, a Texas-based electric cooperative, has selected Tantalus' TRUConnect™ Advanced Metering Infrastructure (AMI), TRUSense Gateways™, and TRUGrid™ Reliability Analytics—delivered through the Tantalus Grid Modernization ...

With a market cap of $27.3 billion, FirstEnergy Corp. (FE) is a regulated electric utility holding company focused on the transmission and distribution of electricity across the Midwest and Mid-Atlantic regions of the United States. Headquartered in Ohio, the company serves millions of customers through a network of operating subsidiaries spanning states such as Ohio, Pennsylvania, New Jersey, West Virginia, and Maryland. The utility company is set to announce its fiscal Q4 2025 earnings results after th ...