-- 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： DTE Energy公布2026年第一季度运营每股收益为1.95美元，同比下降7.1%，低于市场预期4.1%。强劲的公用事业业绩被能源交易时间问题和更高的企业成本所抵消。DTE Electric的运营收益飙升7100万美元至2.18亿美元，主要得益于费率实施带来的收益和有利的天气条件。与谷歌达成的1吉瓦数据中心协议是一项重要的新披露，该协议旨在为客户带来17亿美元的经济效益，同时要求谷歌承担全部基础设施成本。管理层维持其2026年运营每股收益7.59美元至7.73美元的预期，并倾向于预期上限，主要得益于可再生天然气税收抵免政策。我们认为，DTE在Oracle和谷歌之外新增的约5吉瓦项目，使其运营每股收益复合年增长率在2027年至2030年间有望超过8%，高于目前6%-8%的目标区间。谷歌的协议有望在2032年前带来约50亿美元的新增资本投资，这将使公司在现有365亿美元的五年计划基础上进一步增加投资额。
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