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Constellation Energy Corporation (CEG): A Bull Case Theory
Yahoo Finance· 2025-09-28 15:40
We came across a bullish thesis on Constellation Energy Corporation on Make Money, Make Time’s Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on CEG. Constellation Energy Corporation's share was trading at $321.27 as of September 17th. CEG’s trailing and forward P/E were 33.67 and 28.74 respectively according to Yahoo Finance. Ikonoklast Fotografie/Shutterstock.com Constellation Energy Group (CEG), headquartered in Baltimore, is the largest producer of carbon-free ...
帮主郑重:节前最后两个交易日,看懂这几点再操作!
搜狐财经· 2025-09-28 13:09
国庆长假前就剩最后两个交易日了,手里的票该留还是该卖?资金该躺平还是找点机会?做了20年财经记者,又专做中长线投资,咱今天就把消息、政策、 资金这些事儿捋明白,给大伙说说实在的判断和策略。 技术面和资金流向这会儿特别典型。上证指数最近就在3800点的60日线和3900点的缺口之间晃悠,成交量从之前的万亿出头降到了九千多亿,这就是节前资 金"歇脚"的样子。资金动向也很清楚,之前涨得猛的科技股有资金兑现离场,银行、电力这些低估值高股息的防御板块反而被资金盯上了,还有人把闲钱拿 去买国债逆回购,毕竟年化能到3%以上,躺着赚点利息也香。 市场情绪这会儿就是"谨慎里带点期待"。期权的多空分歧已经到了年内高位,投资者情绪指数也在回落,大家都怕节前出意外,所以不敢轻易下手;但另一 方面,没人觉得会有系统性风险,不少人都在等节后的机会,这从历史数据也能看出来,国庆前最后两天沪指平均涨跌幅也就0.1%,基本是窄幅震荡的格 局。 结合这些情况,操作策略其实很简单,咱分三种情况说。要是你手里仓位很重,尤其是之前追了高位科技股的,不如顺势减到半仓以下,毕竟长假有太多不 确定性,先把部分利润落袋为安,中长线投资不怕少赚这两天的钱。要是 ...
10月电网代购电价:全国16地峰谷价差超0.6元/kWh,用户侧储能收益空间洞察
文 | 中关村储能产业技术联盟 根据中关村储能产业技术联盟(CNESA)Da t aLi n k全球储能数据库的不完全统计,全国 各地已陆续发布1 0月电网代理购电价格,截止发稿,除贵州、河南、上海、蒙西、吉林、 云南以外,其他地区均已发布。 核心要点: 10月,多地不再执行迎峰度夏期间的尖峰深谷电价,还在执行尖峰电价的有5个地 区:广东、山东、冀北、河北南、湖北,仅山东、浙江、江西执行深谷电价。 共有 1 6个 地区最大峰谷价差超过0.6元/ kWh, 15个 地 区 高 峰 平 段 价 差 超 过 0 . 3 元/ kWh。 价差排名:由于广东地区仍在执行尖峰电价,最大峰谷价差排在首位,其中 珠 三 角 五 市 最 高 达 到 1.3 1 3 2 元 /kWh , 其 次 是 海 南 1.0203 元 / kWh 、 山 东 0.9678 元/ kWh、浙江0 . 9 3 5 7元/ kWh、湖南0.9198元/ kWh等。 与去年同期相比,今年最大价差呈缩小态势,10月仅10个地区有所增长。同比降 幅 较 明 显 的 是 甘 肃 ( - 87.2% ) 、 黑 龙 江 ( - 44.8% ) 、 江 苏 ...
Vistra Stock: The Smart Investment For Growing Electrical Demand (NYSE:VST)
Seeking Alpha· 2025-09-28 05:30
I have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocksAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, ...
Private equity sees profits in power utilities as electric bills rise and Big Tech seeks more energy
Yahoo Finance· 2025-09-27 04:01
HARRISBURG, Pa. (AP) — Private investment firms that are helping finance America’s artificial intelligence race and the huge buildout of energy-hungry data centers are getting interested in the local utilities that deliver electricity to regular customers — and the servers that power AI. Billions of dollars from such firms are now flowing toward electric utilities in places including New Mexico, Texas, Wisconsin and Minnesota that deliver power to more than 150 million customers across millions of miles o ...
NRG Energy (NRG) Q2 Results Steadied by Data Center, VPP Momentum
Yahoo Finance· 2025-09-27 00:39
NRG Energy, Inc. (NYSE:NRG) is one of the best dividend stocks to buy. In Q2 2025, the company released mixed earnings, and investors were not as impressed despite the management’s positive outlook. In Q2, NRG reported adjusted earnings per share of $1.73, up 8% from the previous year, while maintaining its 2025 guidance. The company’s management added that new power agreements with data centers and the expansion of its virtual power plant were significant for future growth. NRG Energy noted that the firs ...
Apollo (APO) Commits €3.2B to RWE Partnership on German Grid
Yahoo Finance· 2025-09-27 00:38
Apollo Global Management, Inc. (NYSE:APO) is one of the best dividend stocks to buy. On September 8, Apollo Global mentioned that its managed funds will invest €3.2 billion into a joint venture with RWE, the country’s largest energy producer. This venture will involve RWE’s 25.1% ownership in Amprion, the transmission operator catering to nearly 29 million people in seven German federal regions. RWE will retain control over the joint venture, which will deliver equity financing to help Amprion’s long-term ...
Entergy: Upgrading To Buy As Meta Approval Reinforces Long-Term Growth Case
Seeking Alpha· 2025-09-26 19:18
Entergy Corporation (NYSE: ETR ) is up about 10% since I compared it to Ameren Corporation ( AEE ) in May. After rallying in July ahead of Q2 results, we saw another spike in mid-September followingJoseph Jones is a professor at The University of Southern Mississippi. He focuses on portfolio construction from a dividend growth investment perspective. The insights expressed in his research are solely his own; they may not represent the views or financial interests of his employer.Analyst’s Disclosure:I/we ha ...
DWS Group's David Bianco: Stay with tech, but pick the winners & look elsewhere
Youtube· 2025-09-26 16:37
Let's turn to the broader market action this morning. Joining us here at Post 9 is DWS Group America's CIO David Biano. Welcome, David.It's good to have you. And today we we've got a nice broad rally, although NASDAQ is actually lagging for a change. Do you buy into the the broadening trend that this rally continues and it doesn't have to be led by big tech.>> It's a Friday morning and and not too bad. It's been a bit of a tough week though for those arguing for the the broadening of uh the equity market. U ...
Constellation Energy vs. Ameren: Which Power Stock Has More Upside?
ZACKS· 2025-09-26 14:21
Key Takeaways Ameren's Callaway plant produces 24% of its power, serving 780,000 households annually.Constellation Energy runs the largest U.S. nuclear fleet, with a 94.8% capacity factor in Q2 2025.AEE's dividend yield of 2.82% and stronger 2025 EPS growth stand out over Constellation Energy.The demand for clean electricity is rising sharply due to several factors, including the development of massive artificial intelligence-powered data centers, urbanization, industrial expansion, increasing global tempe ...