新纪元能源并购在即杰富瑞唱多道明尼资源(D.US)：攻守兼备

智通财经05-29

智通财经APP获悉，投行杰富瑞将道明尼资源(D.US)评级从“持有”上调至“买入”，并将目标价从65美元上调至76美元。该行预计新纪元能源(NEE.US)收购道明尼资源的交易将顺利获批，且无论交易最终落地与否，道明尼资源的风险收益比都具备吸引力。由保罗・津巴多领衔的杰富瑞分析师团队表示，此次上调评级与目标价并非单纯基于“价差过大”等并购套利逻辑。杰富瑞看好新纪元能源估值存在上行空间，其市盈率有望...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2639642511?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-05-29 14:58","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2639642511","market":"us","top_or_hot":-1,"title":"新纪元能源并购在即 杰富瑞唱多道明尼资源(D.US)：攻守兼备","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，投行杰富瑞将道明尼资源(D.US)评级从“持有”上调至“买入”，并将目标价从65美元上调至76美元。该行预计新纪元能源(NEE.US)收购道明尼资源的交易将顺利获批，且无论交易最终落地与否，道明尼资源的风险收益比都具备吸引力。由保罗・津巴多领衔的杰富瑞分析师团队表示，此次上调评级与目标价并非单纯基于“价差过大”等并购套利逻辑。杰富瑞看好新纪元能源估值存在上行空间，其市盈率有望...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1447655.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新纪元能源并购在即 杰富瑞唱多道明尼资源(D.US)：攻守兼备</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新纪元能源并购在即 杰富瑞唱多道明尼资源(D.US)：攻守兼备\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-29 14:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1447655.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，投行杰富瑞将道明尼资源(D.US)评级从“持有”上调至“买入”，并将目标价从65美元上调至76美元。该行预计新纪元能源(NEE.US)收购道明尼资源的交易将顺利获批，且无论交易最终落地与否，道明尼资源的风险收益比都具备吸引力。由保罗・津巴多领衔的杰富瑞分析师团队表示，此次上调评级与目标价并非单纯基于“价差过大”等并购套利逻辑。杰富瑞看好新纪元能源估值存在上行空间，其市盈率有望...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1447655.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4533","symbol_name":"AQR资本管理(全球第二大对冲基金)","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1447655.html","article_id":"2639642511","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2639642511","pubTimestamp":1780037904,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，投行杰富瑞将道明尼资源评级从“持有”上调至“买入”，并将目标价从65美元上调至76美元。该行预计新纪元能源收购道明尼资源的交易将顺利获批，且无论交易最终落地与否，道明尼资源的风险收益比都具备吸引力。津巴多表示，若交易终止，新纪元能源需支付34亿美元违约赔偿金。新纪元能源为道明尼能源支付相当于每股约76美元的对价。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BGHQF417.EUR":"GUINNESS SUSTAINABLE ENERGY \"C\" (EUR) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","D":"道明尼资源","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","JEF":"杰富瑞","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","NEE":"新纪元能源","LU2238339852.HKD":"NINETY ONE GSF GLOBAL ENVIRONMENT \"A\" (HKD) ACC","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU1621767737.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (EUR) ACC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","BK4559":"巴菲特持仓","BK4081":"电力公用事业","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","IE00BZ18W340.USD":"BNY MELLON GLOBAL INFRASTRUCTURE INCOME \"B\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","LU2462611646.USD":"AMUNDI FUNDS REAL ASSETS TARGET INCOME \"A2\" (USD) INC MTI","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4208":"复合型公用事业","LU1917777945.USD":"安联专题基金Cl AT Acc","IE00BMG7P819.SGD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis SGD-H Plus","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","LU0124384867.USD":"贝莱德新能源基金A2","LU2298322129.HKD":"BGF SUSTAINABLE ENERGY \"A2\" (HKDHDG) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4581":"高盛持仓","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU1939255532.USD":"NINETY ONE GSF GLOBAL ENVIRONMENT \"A\" (USD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0823414478.USD":"法巴经典能源转换基金","IE00BMG7P926.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Acc USD","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","IE00B2PGVK34.USD":"GUINNESS SUSTAINABLE ENERGY \"C\" (USD) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC"},"translate_title":"New Era Energy M&A Is Imminent Jefferies Singing Multi Dominion Resources (D.US): Offensive and Defensive","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NEE":1.5,"D":1.5,"JEF":1.5},"content_text":"智通财经APP获悉，投行杰富瑞将道明尼资源(D.US)评级从“持有”上调至“买入”，并将目标价从65美元上调至76美元。该行预计新纪元能源(NEE.US)收购道明尼资源的交易将顺利获批，且无论交易最终落地与否，道明尼资源的风险收益比都具备吸引力。由保罗・津巴多领衔的杰富瑞分析师团队表示，此次上调评级与目标价并非单纯基于“价差过大”等并购套利逻辑。杰富瑞看好新纪元能源估值存在上行空间，其市盈率有望获得约14%的溢价;而当前两只个股存在约6%的估值倍数差距，买入道明尼资源相当于以接近平均市盈率的水平布局新纪元能源。即便收购宣告失败，道明尼资源的价值也将显著高于此前水平。津巴多表示，若交易终止，新纪元能源需支付34亿美元违约赔偿金。这笔资金可支持道明尼资源斥资80亿美元建设储能及输电设施，而无需增发新股。这将推动道明尼资源每股收益年化复合增长率提升至 8%–9%，业绩有望大幅提速。对于看好此次并购获批的投资者而言，道明尼资源是风险收益比更优的投资选择，既能充分利用新纪元能源估值抬升的潜力，又可依托个股价差、道明尼资源独立经营的强劲基本面来对冲下行风险。据悉，在人工智能(AI)电力需求激增的背景下，新纪元能源同意以约670亿美元的股票收购道明尼能源，这是美国历史上规模最大的公用事业收购案，此举将创造一个业务从佛罗里达州延伸至弗吉尼亚州密集数据中心集群的公用事业巨头。新纪元能源为道明尼能源支付相当于每股约76美元的对价。截至周四美股收盘，道明尼资源跌0.27%，报67.38美元，年内股价累计上涨16%;新纪元能源跌0.46%，报87.25美元，年内股价累计上涨9.4%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2639642511","isCrawlerRequest":true}

新纪元能源并购在即 杰富瑞唱多道明尼资源(D.US)：攻守兼备

精彩评论

新纪元能源并购在即杰富瑞唱多道明尼资源(D.US)：攻守兼备