NEE

11 atoms · 跨 5 天 · 首见 2026-05-05 · 最近 2026-06-18

三色: 🟦 fact 7 · 🟥 take 4 · stance ▲6/▼0/◆1

来源: X 11

时态: fresh:9 · aging:2

标签: 好数字:7 · 好观点:3 · 好信源:2 · 好思考:1

叙事 (narrative) (3)

• 2026-05-28 · 估值调整
  We believe NEE de-rating is done, now at a ~7% premium.
  tags: 好观点 · → daily
  value: direction=de-rating done · qty=~7% premium
• 2026-05-18 · discussing acquisition of Dominion Energy
  $NEE is reportedly discussing a mostly stock deal for $D that would value Dominion at about $66B, or roughly $76/share.
  tags: 好信源 · → daily
  value: qty=$66B · date=2026-05-18
• 2026-05-05 [老化中] · CEO 表述电力需求
  Demand for electricity in this country is not slowing down. In fact, it's accelerating. Our customers need power now, and speed to power is essential.
  tags: 好观点 · → daily
  value: date=2026-05-05

预测 (forecast) (1)

• 2026-05-15 · 计划数据中心发电量
  NextEra has already said it plans to build at least 15GW of new power generation for data centers over the next nine years
  tags: 好数字·好思考 · → daily
  value: qty=15GW · date=2026-05-16

立场 (position) (1)

• 2026-06-18 [老化中] · 目标价
  UBS reiterates Buy on NextEra Energy, maintains PT at $105
  tags: 好数字·好信源 · → daily
  value: qty=105 · currency=USD · direction=per share

事实 (fact) (6)

• 2026-06-18 · 预期估值溢价
  [图: 9-10% (当前溢价)]
  tags: 好数字 · → daily
  value: qty=9-10% · unit=溢价
• 2026-06-18 · 当前股价
  [图: $85.73 (当前股价)]
  tags: 好数字 · → daily
  value: qty=85.73 · currency=USD · direction=per share
• 2026-06-18 · 预期涨幅
  [图: +22.48% (预期涨幅)]
  tags: 好数字 · → daily
  value: qty=+22.48% · direction=up
• 2026-05-15 · Enterprise Value
  NextEra EV: nearly $300B
  tags: 好数字 · → daily
  value: qty=$300B · date=2026-05-16
• 2026-05-15 · Net Debt
  including about $102B net debt
  tags: 好数字 · → daily
  value: qty=$102B · date=2026-05-16
• 2026-05-18 · 收购 D 后的定位
  The combination will create the world's largest regulated electric utility business, fortified by North America's premier energy infrastructure platform and developer
  tags: 好观点 · → daily
  value: date=2026-05-18

时间轴 (近 20)

• 2026-06-18 · position · 目标价 · → daily
• 2026-06-18 · fact · 预期估值溢价 · → daily
• 2026-06-18 · fact · 当前股价 · → daily
• 2026-06-18 · fact · 预期涨幅 · → daily
• 2026-05-28 · narrative · 估值调整 · → daily
• 2026-05-18 · narrative · discussing acquisition of Dominion Energy · → daily
• 2026-05-18 · fact · 收购 D 后的定位 · → daily
• 2026-05-15 · fact · Enterprise Value · → daily
• 2026-05-15 · fact · Net Debt · → daily
• 2026-05-15 · forecast · 计划数据中心发电量 · → daily
• 2026-05-05 · narrative · CEO 表述电力需求 · → daily

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