Clean Energy's 2025 Comeback: JPMorgan Insider Reveals 4 Gems Hidden In Market Turbulence
Clean Energy's 2025 Comeback: JPMorgan Insider Reveals 4 Gems Hidden In Market Turbulence
Strouse notes that potential U.S. import tariffs or regulations could disadvantage foreign competitors, giving First Solar a unique edge. With resumed bookings activity expected in 2025, this solar giant could shine even brighter, according to Strouse.While 2024 has been rough for clean energy stocks, JPMorgan analyst Mark Strouse sees 2025 as a year for selective opportunities in the sector.
儘管2024年對清潔能源股票來說很艱難，摩根大通分析師馬克·斯特勞斯認爲2025年是該板塊選擇性機會的一年。
Strouse points to four standout stocks – First Solar Inc (NASDAQ:FSLR), Nextracker Inc (NASDAQ:NXT), HA Sustainable Infrastructure Capital Inc (NYSE:HASI), and Brookfield Renewable (NYSE:BEP) (NYSE:BEPC). As top picks for investors looking to unwrap some green energy potential.
斯特勞斯指出四隻突出股票——第一太陽能公司（納斯達克：FSLR）、Nextracker公司（納斯達克：NXT）、HA可持續基礎設施資本公司（紐交所：HASI）和Brookfield Renewable（紐交所：BEP）（紐交所：BEPC）。這些都是投資者希望挖掘綠色能源潛力的最佳選擇。
First Solar: A Bright Spot Despite Political Clouds
第一太陽能：儘管政治雲霧繚繞，依然是明亮的風口。
First Solar's strong foothold in domestic manufacturing and likely retention of IRA 45X credits makes it a top contender.
第一太陽能在國內製造業中的強大立足點以及可能保留IRA 45X信用，使其成爲競爭者中的佼佼者。
Strouse notes that potential U.S. import tariffs or regulations could disadvantage foreign competitors, giving First Solar a unique edge. With resumed bookings activity expected in 2025, this solar giant could shine even brighter, according to Strouse.
斯特勞斯指出，潛在的美國進口關稅或法規可能會使外國競爭者處於劣勢，從而讓第一太陽能獲得獨特優勢。預計在2025年恢復的訂單活動可能使這家太陽能巨頭更加光芒四射，斯特勞斯表示。
Price target: $282 by December 2025.
價格目標：到2025年12月達到282美元。
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閱讀更多：特朗普勝選後，太陽能、可再生能源股票暴跌：現在以便宜估值買入嗎？
Nextracker: Tracking Success With Superior Execution
Nextracker：憑藉卓越的執行力追蹤成功。
Since its IPO, Nextracker has outperformed its peers with margin resiliency and geographic diversification.
自上市以來，Nextracker在人際關係中以其利潤韌性和地域多樣化超越了同業。
Its exposure to 45X tax credits and safe harbor orders positions it for potential upside in 2025. For investors searching for a dependable player in utility-scale solar solutions, Nextracker offers a compelling value proposition with significant potential for long-term returns, the analyst says.
它對45X稅收抵免和安全港訂單的曝光使其在2025年具有潛在的上行空間。對於尋找可依賴的大規模太陽能解決方案的投資者來說，Nextracker提供了一個引人注目的價值主張，分析師表示，具有顯著的長期回報潛力。
Price target: $58 by December 2025.
價格目標：到2025年12月58美元。
Hannon Armstrong: Diversified & Investment-Grade Ready
Hannon Armstrong：多元化和投資級準備
Strouse highlights Hannon Armstrong's strategic resilience, citing its robust end-market diversification and newly secured investment-grade rating as key differentiators in a volatile economic landscape.
Strouse強調了Hannon Armstrong的戰略韌性，指出其強大的最終市場多元化和新獲得的投資級評級是動盪經濟環境中的關鍵差異化因素。
The analyst sees the company's potential for a lower cost of capital and consistent operational execution as critical catalysts for future growth, signaling a promising trajectory amid complex market conditions.
分析師認爲，公司的低資本成本潛力和持續的運營執行是一系列未來增長的關鍵催化劑，在複雜的市場條件下發出有希望的信號。
Price target: $42 by December 2025.
價格目標：到2025年12月42美元。
Brookfield Renewable: A Safe Haven In Clean Energy
Brookfield Renewable：清潔能源中的安全避風港
Brookfield Renewable stands out by offering unprecedented scale and strategic diversification in a volatile market, capitalizing on the growing appetite for de-risked assets.
Brookfield Renewable以前所未有的規模和戰略多樣化在波動的市場中脫穎而出，抓住了對去風險化資產日益增長的需求。
The analyst points to the company's record-breaking capital recycling strategy and consistent dividend payments as key attributes that position Brookfield Renewable as an especially compelling option for risk-averse investors seeking stability in the clean energy sector.
分析師指出，公司創紀錄的資本循環策略和穩定的股息支付是使Brookfield Renewable成爲尋求清潔能源板塊穩定性的風險厭惡型投資者的特別吸引選項的關鍵特徵。
Price targets: $30 for BEP and $34 for BEPC by December 2025.
價格目標：到2025年12月，BEP的目標價格爲30美元，BEPC的目標價格爲34美元。
Why Now?
爲什麼是現在？
Despite lingering macro headwinds and political uncertainties, Strouse believes clean energy's long-term fundamentals remain solid. Lower costs per watt and increasing power demand underpin the sector's growth, offering compelling entry points for discerning investors.
儘管宏觀經濟逆風和政治不確定性依然存在，Strouse認爲清潔能源的長期基本面仍然穩固。每瓦特的成本降低和不斷增長的電力需求支撐了該板塊的增長，爲有眼光的投資者提供了吸引人的入場點。
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Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。