High yields are often a red flag, but investors have the green light to grab shares of these juicy dividend stocks.Everyone loves passive income. I mean, who wouldn't enjoy earning money while you sleep?Not literally, of course, but with dividend stocks. These are stocks of companies that distribute some of their profits to shareholders. While higher dividend yields mean more income for your money, it can be a yield trap when stock yields get too high.But not all high-yield stocks pose a danger to your port ...

股价表现 - 公司近期收盘价为28.21美元 单日涨幅1% 超过标普500指数0.59%的涨幅[1] - 过去一个月股价上涨3.41% 表现优于石油能源行业3.38%的涨幅和标普500指数2.72%的涨幅[1] 财务预期 - 预计季度每股收益0.29美元 同比增长16% 季度收入预计41.7亿美元 同比增长12.66%[2] - 全年每股收益预期1.27美元 同比增长10.43% 全年收入预期170.3亿美元 同比增长12.78%[3] 估值指标 - 公司远期市盈率为22.05倍 高于行业平均的16.85倍[7] - 市盈增长比率为3.28倍 显著高于石油天然气管道行业平均的2.22倍[7] 分析师评级 - Zacks共识EPS预期在过去一个月内下调0.13%[6] - 公司目前Zacks评级为3级(持有)[6] - 所属行业Zacks行业排名第57位 处于所有250多个行业的前24%分位[8]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Kinder Morgan (NYSE: KMI ) is the largest natural gas midstream company in North America, effectively making it the largest gas streaming company in the world. As part of my expanding coverage of oil and gas infrastructure companies, I am adding Ki ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Kinder Morgan (NYSE: KMI ) is the largest natural gas midstream company in North America, effectively making it the largest gas streaming company in the world. As part of my expanding coverage of oil and gas infrastructure companies, I am adding Ki ...

Key Takeaways Enbridge earns 98% of EBITDA from regulated assets or take-or-pay contracts, ensuring stable cash flow.Kinder Morgan's growth is tied to LNG demand, supported by its 66,000-mile natural gas pipeline network.ENB trades at a premium valuation, backed by steady dividends and a C$32B secured capital program.Enbridge Inc. (ENB) and Kinder Morgan, Inc. (KMI) are two leading midstream energy companies, known for their stable business model and relatively lower exposure to commodity price volatility a ...

根据提供的行业研报内容，以下是详细总结： 行业投资评级 报告未明确给出具体的行业投资评级，但基于核心观点和投资建议，整体对新能源、数据中心、核电及电网基础设施等领域持积极看法[1][4] 核心观点 - AI算力需求爆发推动数据中心及云基础设施投资增长，例如Oracle云基础设施收入同比增长54%，剩余履约义务规模达4550亿美元[8] - 美国电力需求进入高增长阶段，官方预测全国电力需求增长从2.8%上调至8.2%，预计到2029年需求增加15.8%[18] - 小型模块化反应堆（SMR）成为AI数据中心关键能源解决方案，特朗普政府通过行政命令加速核电审批，目标到2050年核电产量翻两番[46][47] - 美国电网投资加速，已批准超过500亿美元新输电扩建投资，但高压输电线路建设仍滞后，2023年仅建造55英里超高压输电线路[21] - 全球变压器市场景气度高，韩国2025年8月变压器出口同比增30.33%，中国对欧洲变压器出口同比大幅提高150%[2][33] 全球基建与建筑装备 - 北美主要数据中心市场空置率降至1.6%的历史新低，250-500千瓦机柜平均要价上涨2.5%，10兆瓦以上部署机柜平均要价上涨19%[7] - 加拿大数据中心市场呈指数级增长，规划项目规模接近9GW，其中6.9GW处于早期阶段[9] - OpenAI宣布在美国新建五个数据中心，作为5000亿美元星际之门项目的一部分，目标获得7GW IT容量[10] 全球电气与智能装备 工业设备价格指数 - 美国2025年8月燃气轮机价格指数同比增长3.43%，环比下降0.416%[13] - 美国电力及特种变压器生产价格指数2025年8月为440.55，环比持平，同比增长2.5%[24] - 欧洲电动机、发电机、变压器制造和配电生产价格指数2025年8月为120.7，环比微增，同比增长1.43%[25] - 美国机械制造工业品价格指数2025年8月为191.61，环比微增0.1%，同比增长3.6%[29] 工业设备出口指数 - 中国2025年8月变压器出口金额47.21亿元，同比增长18%，环比增长9%；1-8月总出口金额337.76亿元，同比增长23%[33] - 韩国2025年8月变压器出口1.94亿美元，同比增加30.33%，环比下降17.87%；其中10兆伏安以上液体介质变压器出口同比增87.9%[34] 电气及智能装备公司产能扩张 - GE Vernova投资至少4100万美元扩建纽约州发电机产能，并向魁北克业务投资2220万加元扩大水电和电网设备生产[40] - 西门子能源投资2.2亿欧元扩建德国纽伦堡变压器工厂[40] - 日立宣布投资10亿美元建设电网制造工厂，包括弗吉尼亚州变压器工厂，预计2028年投入运营[40] 全球能源工业 能源装备 - 英美签署"跨大西洋先进核能伙伴关系"，合作涵盖燃料端供应安全及SMR为数据中心供电解决方案[42] - Urenco USA新墨西哥州浓缩设施扩产项目第二条扩建级联投运，计划2025–2027年新增70万SWU产能[43] - ENTRA1 Energy与TVA合作开发电厂，部署六座SMR电厂提供高达6GW核电发电能力[44] 能源发展 - Constellation重启三哩岛核电站，为微软AI数据中心供电，工程耗资约16亿美元[50] - Talen与亚马逊签署1920兆瓦无碳电力购电协议，支持AI运营，并探索部署SMR技术[51] - 美国2025年预计新增63GW公用事业规模发电容量，其中太阳能占一半以上，计划新增21GW[57] 美国电力市场 - 2025年7月美国新增装机容量3107MW，以太阳能为主；退役装机容量90MW，以化石燃料为主[78] - 2025年7月批发电价波动加大，中西部地区和路易斯安那州因夏季热浪电价达161-166美元/兆瓦时[73] - 加州和德克萨斯州清洁能源发电量增长10%，占全国清洁能源发电总量20.4%[83] 欧洲电力市场 - 欧洲电力市场日前交易价格整体向下，英国周均价58.40EUR/MWh（-18.48%），德国50.97EUR/MWh（-45.19%）[90] 石油天然气市场 - 截至2025年9月22日，NYMEX天然气期货价格报2.81美元/百万英热，周环比下跌7.9%；Henry Hub现货价格报2.90美元/百万英热，周环比下跌3.3%[91] - 美国天然气供给量周环比下降0.5%，消费量环比下降0.7%[97] 全球新材料 - 2025年8月全球铀现货价格75.13美元/磅，环比上涨6%，同比下降4%[3] - 氧化镝周均价1625元/千克，环比持平；氧化铽均价7175元/千克，环比下跌0.2%[3] - 钢管、不锈钢价格指数2025年8月为144.16，环比增长0.58%，同比增长7.85%[3] 投资建议 - 关注AI电力运营商：Entergy、Talen Energy、Constellation Energy、Vistra[4] - 关注能源装备公司：Oklo、NuScale Power、Centrus Energy、Cameco、中广核矿业[4] - 关注电网基础设施公司：GE Vernova、Siemens Energy、Howmet Aerospace[4] - 关注工业机器人需求提升受益公司：ABB[4] - 关注天然气供需平衡受益公司：WMB、KMI、尼索思[4]

Kinder Morgan (NYSE: KMI ) is a rapidly-growing midstream platform with considerable distributable cash flow and earnings strength. The energy enterprise is growing quickly in its core natural gas business and it has added billions of dollarsAnalyst’s Disclosure:I/we have a beneficial long position in the shares of KIM, EPD, ENB, MPLX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other tha ...

Kinder Morgan (NYSE: KMI ) is a rapidly-growing midstream platform with considerable distributable cash flow and earnings strength. The energy enterprise is growing quickly in its core natural gas business and it has added billions of dollarsAnalyst’s Disclosure:I/we have a beneficial long position in the shares of KIM, EPD, ENB, MPLX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other tha ...

USD dollar banknote is torn with recession wording on red background for United of America risk of great economic depression crisis concept.gettyWorried about a recession? If so, this “slowdown-resistant” 4.3% dividend is for you.Unemployment just hit 4.3%, the highest since early 2021. Payrolls keep missing, and revisions keep knocking prior month numbers even lower. Employers are clearly pulling back.The jobless headlines suggest an incoming recession. Perhaps. A big driver is automation—white-collar work ...

Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...