-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们维持对DUK未来12个月的目标价为144美元，相当于未来12个月每股收益预期值的21.5倍，高于其五年平均水平18.4倍，与同行基本持平。我们将2026年每股收益预期值下调0.01美元至6.70美元，并将2027年每股收益预期值设定为7.16美元。DUK已与数据中心客户签订了约7.6吉瓦的电力服务协议，其中5吉瓦已在建设中。这为加速的电力负荷增长提供了清晰的指引，预计整体电力需求增速将从2026年的1.5%-2.0%增长至2027-2030年的3%-4%，而同期卡罗来纳州的电力负荷增速将达到4%-5%。 我们预计DUK公司2025年至2028年的每股收益复合年增长率（EPS CAGR）为6.7%，低于电力行业平均水平7.9%。我们还认为，同期股息增长也将落后于同行，预计复合年增长率为3.9%，而行业平均水平为5.2%。尽管近期每股收益和股息增长预期略低，但我们认为，由于DUK服务区域内客户数量和电力销售增长趋势良好，其估值倍数有望更高。
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