Dominion 在为弗吉尼亚数据中心供电方面的角色，加上其合理的估值与股息收益率，为投资者提供了潜在上行空间。
逐段跳播
现在，如果我们要转向更偏传统的电力解决方案，Dominion 或许就是你会找的那家公司。是的，Dominion Energy，实际上这就是为弗吉尼亚州数据中心走廊供电的公司。
Now, if we're going to go to a little bit more of a legacy power solution, Dominion may be the company that you call. Yeah, Dominion Energy in really this is the company powering data center alley in Virginia.
而为这里供电的公司就是 Dominion Energy。真正让我注意到 Dominion 的，不仅是它已经在弗吉尼亚州这一地区为9吉瓦的数据中心电力供电，这一地区还有、或者说已规划的11吉瓦未来电力需求。
所以，这些要么已经在建设中，要么至少是刚刚宣布并规划好的，而它仅在这一个小小地区就将使其电力需求翻倍。
And the company that is powering this up is Dominion Energy. Now, what really caught my eye with Dominion is not only that it's already powering 9 gawatts of data center power in this area of Virginia, there's also or planned 11 gawatt of future power needs in this area. So, that's either already under construction or at least just announced and planned, but doubling its power needs in just this one little area.
这里的估值，我认为是另一点值得指出的。按过去12个月口径的市盈率约为23，按前瞻口径约为18，股息率为4%。我想指出，我绝不是在暗示Dominion即将使其业务规模翻倍。这只是其业务中这一个板块的计划产能增长。
长期来看，每股收益年化增长预计为5%至7%。这并不算高，但考虑到其估值相对合理，再加上股息收益率，这可能足以为投资者提供足够的上行空间。
The the valuation here I think is another thing to point out. Uh price earnings multiple on a trailing basis is about 23 on a forward basis about 18 dividend yield 4%. Well, and I want to point out, I in no way mean to imply that Dominion is poised to double its business. This is just planned capacity increases for this one part of its business. Long-term looking at 5 to 7% annualized EPS growth. That's not huge, but given its relatively reasonable valuation, that that might be enough with the dividend yield in there to provide enough upside for investors.
这个频道对 $D 的历次判断
The Motley Fool 在这只股票上只有这一条判断。