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一路走来cd
09-19 17:30
$苹果(AAPL)$
有考虑换一个,如果能买到非阉割版的苹果手机
一路走来cd
09-19 17:28
如果是做复利增长的话,是减少频繁无效买卖。 这一轮调整,账户很受伤
一路走来cd
09-19 16:53
根据资金体量做选择。 大小资金的玩法是不一样的。 但是资产配置的方法可以玩,长线➕短线结合
一路走来cd
09-19 16:48
$劲方医药-B(02595)$
见好就跑,落袋为安。 不要犹豫。
一路走来cd
09-19 16:33
长期看好, 但是如果有这么多期权多单,估计会逆向而行。做长线吧,持有
一路走来cd
09-19 15:01
情况不同,选择不同。 小资金,买大盘股,翻不了身 大资金,买小盘股,出不了货 没有唯一的途径
一路走来cd
09-19 10:32
科技股,不好估值。 这个行业需要边走边看。
一路走来cd
09-19 10:31
$紫金黄金国际有限公司(临时代码)(91014)$
紫金的体量已经很大了, 当然资金的矿也好。 黄金涨,还有机会。
一路走来cd
09-19 10:30
他只是把整个很烂的大环境,揭开了小小的一角。
一路走来cd
09-19 10:29
改个名字就能对标? 如果, 也算是吧
一路走来cd
09-19 10:28
英伟达,现在又和英特尔联手了,更看好了
一路走来cd
09-19 10:27
只有时代的马云, 没有马云的时代。 这不是我说的
一路走来cd
09-19 10:07
没赚钱呀,这种突发事件,谁能预料到?
一路走来cd
09-19 09:12
$英特尔(INTC)$
昨晚已经起飞了,20%多的涨幅。继续看好
一路走来cd
09-18 20:26
微型国债十年收益率期货,很标准的机会
一路走来cd
09-18 17:42
没钱, 钱都买了老虎证券了, 等赚了几倍以后, 一定买一个
一路走来cd
09-18 16:52
$劲方医药-B(02595)$
打新中的就看好, 暗盘买入的我不干。就这么简单
一路走来cd
09-18 16:17
不会,上市已经1700多亿,还能涨多少?
一路走来cd
09-18 16:01
都可以卖出备兑开仓了, 涨这么多,基本面没变
一路走来cd
09-18 12:47
看戏, 一直没动。 坐稳屁股,不是短线快手
去老虎APP查看更多动态
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这个行业需要边走边看。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480154468274296","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480152541208736,"gmtCreate":1758249075307,"gmtModify":1758249077673,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3459462368857793","idStr":"3459462368857793"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/91014\">$紫金黄金国际有限公司(临时代码)(91014)$ </a> 紫金的体量已经很大了, 当然资金的矿也好。 黄金涨,还有机会。","listText":"<a href=\"https://laohu8.com/S/91014\">$紫金黄金国际有限公司(临时代码)(91014)$ </a> 紫金的体量已经很大了, 当然资金的矿也好。 黄金涨,还有机会。","text":"$紫金黄金国际有限公司(临时代码)(91014)$ 紫金的体量已经很大了, 当然资金的矿也好。 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$嘉楠科技(CAN)$","images":[{"img":"https://static.tigerbbs.com/f0be12f98cd3884ff690828592f66e74"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/418243539197960","isVote":1,"tweetType":1,"viewCount":3287,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520241959973627","authorId":"3520241959973627","name":"鬼画符","avatar":"https://static.tigerbbs.com/824680c430a1244d19b045f46f825a6f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3520241959973627","authorIdStr":"3520241959973627"},"content":"大盘指数到位了补一波,拉下均价,只要别买在山顶,能解套","text":"大盘指数到位了补一波,拉下均价,只要别买在山顶,能解套","html":"大盘指数到位了补一波,拉下均价,只要别买在山顶,能解套"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":363367771083064,"gmtCreate":1729755429851,"gmtModify":1729755432348,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"htmlText":"美国的股息投资,分红怎么收税?","listText":"美国的股息投资,分红怎么收税?","text":"美国的股息投资,分红怎么收税?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/363367771083064","repostId":"1186964429","repostType":4,"repost":{"id":"1186964429","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1729739785,"share":"https://www.laohu8.com/m/news/1186964429?lang=&edition=full","pubTime":"2024-10-24 11:16","market":"hk","language":"zh","title":"防御型股票能提供稳定的股息收入,美国银行力荐这些股","url":"https://stock-news.laohu8.com/highlight/detail?id=1186964429","media":"老虎资讯综合","summary":"根据美国银行的分析,数据中心的电力需求可能会推动与天然气运输和储存相关的公司,而这对一些同时支付高额股息的股票是利好消息。美国银行给予的目标价为35美元,相较于周二的收盘价有20%的上涨空间。截至2024年,股价已上涨9.5%,并提供了7.3%的股息收益率。这与C类公司不同,C类公司需缴纳公司所得税,股东则需为其收到的股息缴税。今年,Kinder Morgan的股价已上涨近40%,股息收益率为4.7%。","content":"<html><head></head><body><p>根据美国银行的分析,数据中心的电力需求可能会推动与天然气运输和储存相关的公司,而这对一些同时支付高额股息的股票是利好消息。</p><p>分析师Jean Ann Salisbury在10月17日的报告中表示:“在当前环境下,我们更青睐与天然气相关的公司,尤其是中游公司。”她补充说,天然气液化中的中游领域“相对具有防御性”。</p><p>她还表示:“短期内的天然气供应过剩掩盖了中期前景的改善;我们预计2025年数据中心开发和液化天然气(LNG)需求的出现将成为正面催化剂。”她补充说,市场尚未完全认识到这些公司创造自由现金流的潜力。</p><h2>以下是Salisbury团队推荐的一些买入评级的股票。</h2><h3>美国银行推荐的天然气股票</h3><table><colgroup><col/><col/><col/><col/></colgroup><tbody><tr><td colspan=\"1\" rowspan=\"1\"><p>代号</p></td><td colspan=\"1\" rowspan=\"1\"><p>名称</p></td><td colspan=\"1\" rowspan=\"1\"><p>股息收益率</p></td><td colspan=\"1\" rowspan=\"1\"><p>年初至今涨幅 (%)</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>EPD</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong><a href=\"https://laohu8.com/S/EPD\">Enterprise Products Partners L.P</a></strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>7.3%</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>9.7%</strong></p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>ET</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><a href=\"https://laohu8.com/S/ET\">Energy Transfer LP</a></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>7.8%</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>18.3%</strong></p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>KMI</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><a href=\"https://laohu8.com/S/KMI\">金德尔摩根</a></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>4.7%</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>39.7%</strong></p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>WMB</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>3.6%</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>50.2%</strong></p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>TRGP</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><a href=\"https://laohu8.com/S/TRGP\">Targa Resources Corp</a></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>1.8%</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>92.1%</strong></p></td></tr></tbody></table><p><br/><em>来源: Bank of America, FactSet</em></p><p><a href=\"https://laohu8.com/S/EPD\">Enterprise Products Partners L.P</a> 位列其中。美国银行给予的目标价为35美元,相较于周二的收盘价有20%的上涨空间。</p><p></p><p class=\"t-img-caption\"><img width=\"560\" height=\"240\" src=\"https://community-static.tradeup.com/news/61d769ef89fca79f8d5f37cb0332b17f\" data-align=\"center\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p>美国银行表示,Enterprise Products可以保持其在二叠纪盆地天然气液体增长中的市场份额,并增加了“亟需的”液化石油气/乙烷出口能力。</p><p>Salisbury团队表示:“如果资本支出在此次扩建结束时放缓(我们预计会放缓),潜在的现金流支付将非常庞大,超过每股3.3美元。”Salisbury 的团队还补充说,公司已经将债务减少到了同行业低端水平。</p><p>华尔街普遍对Enterprise Products持积极态度,根据LSEG的数据,19位分析师中有17位给出了买入或强烈买入评级。</p><p>截至2024年,股价已上涨9.5%,并提供了7.3%的股息收益率。此外,Enterprise Products是一家有限合伙企业,享有特殊的税收待遇,允许它提供较高的股息收益。</p><p>有限合伙企业无需缴纳联邦所得税,但其有限合伙人——即投资者——需要对分配的收入缴税。这与C类公司不同,C类公司需缴纳公司所得税,股东则需为其收到的股息缴税。</p><p>由于这种优惠的税收待遇,这些合伙企业可以提供更高的收益率。然而,不利的一面是,投资者通常会收到一份K-1表格,详细列出其收入,使得报税季节变得复杂。</p><p><a href=\"https://laohu8.com/S/ET\">Energy Transfer LP</a>是美国银行名单上另一只获得买入评级的管道公司。该公司的目标价为20美元,相较于周二的收盘价有22%的上涨空间。截至2024年,该公司股价已上涨18%,股息收益率为7.8%。它也是一家有限合伙企业。</p><p>Salisbury团队指出:“即便在油价走软的环境下,与其未来可支付的现金流相比,这只股票依然便宜,尤其是在资本支出或并购活动稍有放缓的情况下。”</p><p>美国银行还强调了 <a href=\"https://laohu8.com/S/ET\">Energy Transfer LP</a>的这些方面——“稳固的基础资产组合,在多个地区拥有独特资产,随着天然气液体/原油产量以低个位数增长,所需资本支出较低”。</p><p>Energy Transfer还在美国路易斯安那州的查尔斯湖开发一个液化天然气出口设施,Salisbury团队表示,如果项目推进,将为公司带来上涨潜力。</p><p>华尔街对Energy Transfer也颇为看好,根据LSEG的数据,94%的分析师对该股给予其买入或强烈买入评级。</p><p>最后,美国银行提到了 <a href=\"https://laohu8.com/S/KMI\">金德尔摩根</a> ,称其是“2025年美国天然气长期需求拐点的主要受益者之一”。该投行给予其的目标价为27美元,相较于周二的收盘价有近9%的上涨空间。</p><p></p><p class=\"t-img-caption\"><img width=\"560\" height=\"240\" src=\"https://community-static.tradeup.com/news/20a4fd4f15e68a8bde72992b97d4d647\" data-align=\"center\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p>今年,Kinder Morgan的股价已上涨近40%,股息收益率为4.7%。</p><p>随着天然气需求的上升,美国银行认为现有的天然气管道将迎来正面催化因素——即已经是现有设施一部分的管道,而不是新建的管道。</p><p>美国银行表示:“我们预计到2025年, <a href=\"https://laohu8.com/S/KMI\">金德尔摩根</a> 和Williams Companies将宣布多个有吸引力的项目,这些项目将推动亚利桑那州、德克萨斯州、中西部地区(针对Kinder Morgan)以及东海岸或太平洋西北地区(针对Williams Companies)的新需求建设。”</p><p><em>文章源自CNBC《Defensive stocks offer solid dividend yields. Bank of America likes these names》</em></p></body></html>","collect":0,"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>防御型股票能提供稳定的股息收入,美国银行力荐这些股</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; 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class=\"title\">\n防御型股票能提供稳定的股息收入,美国银行力荐这些股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-24 11:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>根据美国银行的分析,数据中心的电力需求可能会推动与天然气运输和储存相关的公司,而这对一些同时支付高额股息的股票是利好消息。</p><p>分析师Jean Ann Salisbury在10月17日的报告中表示:“在当前环境下,我们更青睐与天然气相关的公司,尤其是中游公司。”她补充说,天然气液化中的中游领域“相对具有防御性”。</p><p>她还表示:“短期内的天然气供应过剩掩盖了中期前景的改善;我们预计2025年数据中心开发和液化天然气(LNG)需求的出现将成为正面催化剂。”她补充说,市场尚未完全认识到这些公司创造自由现金流的潜力。</p><h2>以下是Salisbury团队推荐的一些买入评级的股票。</h2><h3>美国银行推荐的天然气股票</h3><table><colgroup><col/><col/><col/><col/></colgroup><tbody><tr><td colspan=\"1\" rowspan=\"1\"><p>代号</p></td><td colspan=\"1\" rowspan=\"1\"><p>名称</p></td><td colspan=\"1\" rowspan=\"1\"><p>股息收益率</p></td><td colspan=\"1\" rowspan=\"1\"><p>年初至今涨幅 (%)</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>EPD</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong><a href=\"https://laohu8.com/S/EPD\">Enterprise Products Partners L.P</a></strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>7.3%</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>9.7%</strong></p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>ET</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><a href=\"https://laohu8.com/S/ET\">Energy Transfer LP</a></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>7.8%</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>18.3%</strong></p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>KMI</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><a href=\"https://laohu8.com/S/KMI\">金德尔摩根</a></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>4.7%</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>39.7%</strong></p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>WMB</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>3.6%</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>50.2%</strong></p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>TRGP</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><a href=\"https://laohu8.com/S/TRGP\">Targa Resources Corp</a></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>1.8%</strong></p></td><td colspan=\"1\" rowspan=\"1\"><p><strong>92.1%</strong></p></td></tr></tbody></table><p><br/><em>来源: Bank of America, FactSet</em></p><p><a href=\"https://laohu8.com/S/EPD\">Enterprise Products Partners L.P</a> 位列其中。美国银行给予的目标价为35美元,相较于周二的收盘价有20%的上涨空间。</p><p></p><p class=\"t-img-caption\"><img width=\"560\" height=\"240\" src=\"https://community-static.tradeup.com/news/61d769ef89fca79f8d5f37cb0332b17f\" data-align=\"center\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p>美国银行表示,Enterprise Products可以保持其在二叠纪盆地天然气液体增长中的市场份额,并增加了“亟需的”液化石油气/乙烷出口能力。</p><p>Salisbury团队表示:“如果资本支出在此次扩建结束时放缓(我们预计会放缓),潜在的现金流支付将非常庞大,超过每股3.3美元。”Salisbury 的团队还补充说,公司已经将债务减少到了同行业低端水平。</p><p>华尔街普遍对Enterprise Products持积极态度,根据LSEG的数据,19位分析师中有17位给出了买入或强烈买入评级。</p><p>截至2024年,股价已上涨9.5%,并提供了7.3%的股息收益率。此外,Enterprise Products是一家有限合伙企业,享有特殊的税收待遇,允许它提供较高的股息收益。</p><p>有限合伙企业无需缴纳联邦所得税,但其有限合伙人——即投资者——需要对分配的收入缴税。这与C类公司不同,C类公司需缴纳公司所得税,股东则需为其收到的股息缴税。</p><p>由于这种优惠的税收待遇,这些合伙企业可以提供更高的收益率。然而,不利的一面是,投资者通常会收到一份K-1表格,详细列出其收入,使得报税季节变得复杂。</p><p><a href=\"https://laohu8.com/S/ET\">Energy Transfer LP</a>是美国银行名单上另一只获得买入评级的管道公司。该公司的目标价为20美元,相较于周二的收盘价有22%的上涨空间。截至2024年,该公司股价已上涨18%,股息收益率为7.8%。它也是一家有限合伙企业。</p><p>Salisbury团队指出:“即便在油价走软的环境下,与其未来可支付的现金流相比,这只股票依然便宜,尤其是在资本支出或并购活动稍有放缓的情况下。”</p><p>美国银行还强调了 <a href=\"https://laohu8.com/S/ET\">Energy Transfer LP</a>的这些方面——“稳固的基础资产组合,在多个地区拥有独特资产,随着天然气液体/原油产量以低个位数增长,所需资本支出较低”。</p><p>Energy Transfer还在美国路易斯安那州的查尔斯湖开发一个液化天然气出口设施,Salisbury团队表示,如果项目推进,将为公司带来上涨潜力。</p><p>华尔街对Energy Transfer也颇为看好,根据LSEG的数据,94%的分析师对该股给予其买入或强烈买入评级。</p><p>最后,美国银行提到了 <a href=\"https://laohu8.com/S/KMI\">金德尔摩根</a> ,称其是“2025年美国天然气长期需求拐点的主要受益者之一”。该投行给予其的目标价为27美元,相较于周二的收盘价有近9%的上涨空间。</p><p></p><p class=\"t-img-caption\"><img width=\"560\" height=\"240\" src=\"https://community-static.tradeup.com/news/20a4fd4f15e68a8bde72992b97d4d647\" data-align=\"center\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p>今年,Kinder Morgan的股价已上涨近40%,股息收益率为4.7%。</p><p>随着天然气需求的上升,美国银行认为现有的天然气管道将迎来正面催化因素——即已经是现有设施一部分的管道,而不是新建的管道。</p><p>美国银行表示:“我们预计到2025年, <a href=\"https://laohu8.com/S/KMI\">金德尔摩根</a> 和Williams Companies将宣布多个有吸引力的项目,这些项目将推动亚利桑那州、德克萨斯州、中西部地区(针对Kinder Morgan)以及东海岸或太平洋西北地区(针对Williams Companies)的新需求建设。”</p><p><em>文章源自CNBC《Defensive stocks offer solid dividend yields. Bank of America likes these names》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/2c6de02b8edeeff7e4bd0c782fd557d6","relate_stocks":{"KMI":"金德尔摩根","TRGP":"Targa Resources Corp","WMB":"威廉姆斯","ET":"Energy Transfer LP"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186964429","content_text":"根据美国银行的分析,数据中心的电力需求可能会推动与天然气运输和储存相关的公司,而这对一些同时支付高额股息的股票是利好消息。分析师Jean Ann Salisbury在10月17日的报告中表示:“在当前环境下,我们更青睐与天然气相关的公司,尤其是中游公司。”她补充说,天然气液化中的中游领域“相对具有防御性”。她还表示:“短期内的天然气供应过剩掩盖了中期前景的改善;我们预计2025年数据中心开发和液化天然气(LNG)需求的出现将成为正面催化剂。”她补充说,市场尚未完全认识到这些公司创造自由现金流的潜力。以下是Salisbury团队推荐的一些买入评级的股票。美国银行推荐的天然气股票代号名称股息收益率年初至今涨幅 (%)EPDEnterprise Products Partners L.P7.3%9.7%ETEnergy Transfer LP7.8%18.3%KMI金德尔摩根4.7%39.7%WMB威廉姆斯3.6%50.2%TRGPTarga Resources Corp1.8%92.1%来源: Bank of America, FactSetEnterprise Products Partners L.P 位列其中。美国银行给予的目标价为35美元,相较于周二的收盘价有20%的上涨空间。美国银行表示,Enterprise Products可以保持其在二叠纪盆地天然气液体增长中的市场份额,并增加了“亟需的”液化石油气/乙烷出口能力。Salisbury团队表示:“如果资本支出在此次扩建结束时放缓(我们预计会放缓),潜在的现金流支付将非常庞大,超过每股3.3美元。”Salisbury 的团队还补充说,公司已经将债务减少到了同行业低端水平。华尔街普遍对Enterprise Products持积极态度,根据LSEG的数据,19位分析师中有17位给出了买入或强烈买入评级。截至2024年,股价已上涨9.5%,并提供了7.3%的股息收益率。此外,Enterprise Products是一家有限合伙企业,享有特殊的税收待遇,允许它提供较高的股息收益。有限合伙企业无需缴纳联邦所得税,但其有限合伙人——即投资者——需要对分配的收入缴税。这与C类公司不同,C类公司需缴纳公司所得税,股东则需为其收到的股息缴税。由于这种优惠的税收待遇,这些合伙企业可以提供更高的收益率。然而,不利的一面是,投资者通常会收到一份K-1表格,详细列出其收入,使得报税季节变得复杂。Energy Transfer LP是美国银行名单上另一只获得买入评级的管道公司。该公司的目标价为20美元,相较于周二的收盘价有22%的上涨空间。截至2024年,该公司股价已上涨18%,股息收益率为7.8%。它也是一家有限合伙企业。Salisbury团队指出:“即便在油价走软的环境下,与其未来可支付的现金流相比,这只股票依然便宜,尤其是在资本支出或并购活动稍有放缓的情况下。”美国银行还强调了 Energy Transfer LP的这些方面——“稳固的基础资产组合,在多个地区拥有独特资产,随着天然气液体/原油产量以低个位数增长,所需资本支出较低”。Energy Transfer还在美国路易斯安那州的查尔斯湖开发一个液化天然气出口设施,Salisbury团队表示,如果项目推进,将为公司带来上涨潜力。华尔街对Energy Transfer也颇为看好,根据LSEG的数据,94%的分析师对该股给予其买入或强烈买入评级。最后,美国银行提到了 金德尔摩根 ,称其是“2025年美国天然气长期需求拐点的主要受益者之一”。该投行给予其的目标价为27美元,相较于周二的收盘价有近9%的上涨空间。今年,Kinder Morgan的股价已上涨近40%,股息收益率为4.7%。随着天然气需求的上升,美国银行认为现有的天然气管道将迎来正面催化因素——即已经是现有设施一部分的管道,而不是新建的管道。美国银行表示:“我们预计到2025年, 金德尔摩根 和Williams Companies将宣布多个有吸引力的项目,这些项目将推动亚利桑那州、德克萨斯州、中西部地区(针对Kinder Morgan)以及东海岸或太平洋西北地区(针对Williams Companies)的新需求建设。”文章源自CNBC《Defensive stocks offer solid dividend yields. Bank of America likes these names》","news_type":1,"symbols_score_info":{"ET":1.1,"KMI":1.1,"TRGP":1.1,"WMB":1.1}},"isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4136939755042400","authorId":"4136939755042400","name":"不做暴富的梦","avatar":"https://static.tigerbbs.com/f256e67ca26e4adabc28806ea50a095e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4136939755042400","authorIdStr":"4136939755042400"},"content":"在收到进入账户之前就会减","text":"在收到进入账户之前就会减","html":"在收到进入账户之前就会减"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480152040431816,"gmtCreate":1758248875218,"gmtModify":1758248878084,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"htmlText":"只有时代的马云, 没有马云的时代。 这不是我说的","listText":"只有时代的马云, 没有马云的时代。 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