-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:Alliant Energy公佈了2026年第一季持續經營收益,每股收益為0.82美元,低於去年同期的0.83美元,但高於市場普遍預期的0.79美元。總收入成長5.0%至11.84億美元,超出市場預期7.0%,主要得益於公用事業收入的成長;但由於支出增加,營業收入下降3.1%至2.49億美元。該公司的資本投資計畫推動了費率基礎的成長,更高的收入需求貢獻了每股0.15美元的收益,這主要得益於在愛荷華州簽署的一項370兆瓦的數據中心協議,使五項協議的總簽約需求達到3.4吉瓦。管理層重申了2026年全年每股收益預期為3.36美元至3.46美元,維持了6%以上的複合年增長率。不斷擴大的資料中心管道使 Alliant 具備了長期大幅增長的負載能力,但輸電能力建設和資本部署方面仍然存在執行風險,這對於將需求轉化為受監管的費率基礎投資,同時保持客戶的負擔能力至關重要。
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Tokyo Inflation Hits Four-Year Low as Oil, Yen Cloud Outlook
Tokyo inflation lost momentum again, underscoring the Bank of Japan's dilemma as price pressures build unevenly. Core consumer prices in the capital rose 1.5% in April, the slowest pace in four years and below the central bank's 2% target for a third straight month.The reading marked a fifth consecutive slowdown and came in under market expectations. A narrower gauge that strips out both fresh food and energy, which is also closely watched by policymakers, increased 1.9%, also easing from the prior month.The softer print partly reflects government fuel subsidies and one-off factors such as a sharp drop in nursery school fees, alongside moderating gains in durable goods and processed food. Energy prices continued to decline, though at a slower pace.Still, the calm may not last. Rising oil prices tied to the Middle East conflict and a weaker yen are expected to push up import costs in the months ahead."Core consumer inflation is likely to accelerate due to cost-push factors from the Middle East conflict, which will push up not just prices for energy but various items," Masato Koike, senior economist at Sompo Institute Plus, was quoted by Reuters as saying.The outlook is already complicating policy decisions.The BOJ kept rates unchanged this week in a split decision, even as some officials leaned toward tightening. Governor Kazuo Ueda signaled flexibility, leaving room to wait as risks to growth intensify.Currency moves add another layer. Authorities stepped into the foreign exchange market to support the yen after it slid near 160 per dollar, highlighting concern that prolonged weakness could further inflate import bills.