清洁能源股那么多，摩根士丹利最看好这一支

7
4
Favorite

清洁能源股那么多，摩根士丹利最看好这一支

新浪财经2021-06-18

在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun（RUN）的股价在周三跳涨超过10%。大摩分析师Stephen Byrd还将Sunrun的目标股价从86美元上调至91美元，这意味着比周二的收盘价有大约110%的上涨空间。他的看涨观点基于几个因素，包括Sunrun的增长机会，以及其低融资成本。消费者对可靠性的需求——尤其是在德克萨斯州和...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（4）

sky老夫子
·2021-06-18
好
Reply
Like
Report
sky老夫子
·2021-06-18
好
Reply
Like
Report
ChrisJunn
·2021-06-18
。
Reply
2
Report
呆牛张
·2021-06-18
sunrun。日了就跑還是直接日跑？
Reply
Like
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2144374746?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/bda8c457fb8ac93baf899f4c382fad99","is_english":false,"pubTime":"2021-06-18 00:37","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2144374746","market":"hk","top_or_hot":-1,"title":"清洁能源股那么多，摩根士丹利最看好这一支","media":"新浪财经","content":"<div>\n<p>在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun（RUN）的股价在周三跳涨超过10%。\n大摩分析师Stephen Byrd还将Sunrun的目标股价从86美元上调至91美元，这意味着比周二的收盘价有大约110%的上涨空间。\n他的看涨观点基于几个因素，包括Sunrun的增长机会，以及其低融资成本。消费者对可靠性的需求——尤其是在德克萨斯州和...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml\">Source Link</a>\n\n</div>\n","source":"sina_symbol","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>清洁能源股那么多，摩根士丹利最看好这一支</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清洁能源股那么多，摩根士丹利最看好这一支\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 00:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun（RUN）的股价在周三跳涨超过10%。\n大摩分析师Stephen Byrd还将Sunrun的目标股价从86美元上调至91美元，这意味着比周二的收盘价有大约110%的上涨空间。\n他的看涨观点基于几个因素，包括Sunrun的增长机会，以及其低融资成本。消费者对可靠性的需求——尤其是在德克萨斯州和...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"159945","symbol_name":"能源","start_time":0,"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml","article_id":"2144374746","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/bda8c457fb8ac93baf899f4c382fad99"],"rights":{"source":"sina_symbol","url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2144374746","pubTimestamp":1623947860,"sourceInfo":{"source_id":"sina_symbol","name":"新浪媒体新闻"},"weMediaInfo":null,"summary":"在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun的股价在周三跳涨超过10%。对此，摩根士丹利认为该公司目前的估值没有准确反映增长机会。“”这基本上意味着股价表明RUN将在6年内破产。","collect":0,"end_time":0,"defaultTopTitle":"sina.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159945":"能源","MS":"摩根士丹利"},"translate_title":"With so many clean energy stocks, Morgan Stanley is most optimistic about this one","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/abd5518b7b747d5e19403f80c5256113","symbols_score_info":{"159945":0.9,"MS":0.9},"content_text":"在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun（RUN）的股价在周三跳涨超过10%。\n大摩分析师Stephen Byrd还将Sunrun的目标股价从86美元上调至91美元，这意味着比周二的收盘价有大约110%的上涨空间。\n他的看涨观点基于几个因素，包括Sunrun的增长机会，以及其低融资成本。消费者对可靠性的需求——尤其是在德克萨斯州和加利福尼亚州的电网面临压力的情况下——也应推动其采用率。\nByrd表示：“Sunrun是几个大趋势的受益者：公用事业成本上升，清洁能源和存储成本下降，气候变化对电网可靠性的影响以及消费者对清洁能源的需求。”\n自1月12日创下100.93美元的歷史盘中高点以来，Sunrun的股票到目前已经下跌了50%以上。对此，摩根士丹利认为该公司目前的估值没有准确反映增长机会。具体而言，Byrd表示，该股的定价大概反应的水平是6年都不会有客户增长的情况。“”这基本上意味着股价表明RUN将在6年内破产。“他说。\n摩根士丹利的分析师补充说，该公司是美国最大的住宅太阳能安装商，其产生的现金流比消费者目前认为的要强，并指出其总的可寻址市场很大。目前，全美国大约只有3%的房屋安装了太阳能电池板。\n电动汽车的更广泛采用是Sunrun的另一个上涨动力，摩根士丹利估计这可能“为RUN创造的价值与RUN目前的整个业务一样多”。\n5月，该公司宣布与福特合作，该公司的F-150闪电皮卡将提供家用电动汽车充电器和逆变器。如果出现电网中断，该卡车可以为关键产品供电，也可能为整个家庭供电。该公司还将为客户提供太阳能装置。\n摩根士丹利说：“与Sunrun目前创造新客户价值的总体规模相比，这个电动车相关的机会可能相当有意义。”\nSunrun的股价最近受到打击，部分原因是利率上升，这对成长型股票的影响更为广泛。\n摩根士丹利表示，虽然该公司的利率杠桿很高，但管理团队有杠桿可以拉动，包括可能对债务进行再融资或改变资本堆的结构。\nSunrun的股价今年下跌了31%，但在过去12个月里上涨了137%。(中文投资网)","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":168573280,"gmtCreate":1623979714240,"gmtModify":1703825319125,"author":{"id":"3585711731655298","authorId":"3585711731655298","name":"sky老夫子","avatar":"https://static.tigerbbs.com/1b6bc4b535fe31e2cb1d2b45246766d8","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3585711731655298","authorIdStr":"3585711731655298"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168573280","repostId":2144374746,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":168579943,"gmtCreate":1623979687582,"gmtModify":1703825317192,"author":{"id":"3585711731655298","authorId":"3585711731655298","name":"sky老夫子","avatar":"https://static.tigerbbs.com/1b6bc4b535fe31e2cb1d2b45246766d8","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3585711731655298","authorIdStr":"3585711731655298"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168579943","repostId":2144374746,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":168553133,"gmtCreate":1623979196122,"gmtModify":1703825292128,"author":{"id":"3568452629983949","authorId":"3568452629983949","name":"ChrisJunn","avatar":"https://static.tigerbbs.com/cdc14f305e9a65313d40f9274ef7689a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3568452629983949","authorIdStr":"3568452629983949"},"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168553133","repostId":2144374746,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":168263671,"gmtCreate":1623976523493,"gmtModify":1703825118185,"author":{"id":"3578444023405318","authorId":"3578444023405318","name":"呆牛张","avatar":"https://static.tigerbbs.com/c803fd046fefdb1dc03c159c4e606ede","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3578444023405318","authorIdStr":"3578444023405318"},"htmlText":"sunrun。日了就跑還是直接日跑？","listText":"sunrun。日了就跑還是直接日跑？","text":"sunrun。日了就跑還是直接日跑？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168263671","repostId":2144374746,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":7,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}