12/08/2024, 02:15 PM UTC
布鲁克菲尔德可再生能源合作伙伴：我最高信念的投资之一Brookfield Renewable Partners: One Of My Highest Conviction Investments
1、作者自2024年5月以来一直看涨布鲁克菲尔德可再生能源合作伙伴L.P.有限合伙单位（BEP）；2、尽管近期股价表现不佳，但作者认为BEP将从数据中心建设带来的电力需求增长中受益；3、作者预计将从BEP中获得稳定的6%收益，预计未来将从估值回升和分配增长中获益。1. The author has been bullish on Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) since May 2024; 2. Despite recent struggles, the author believes BEP is poised to benefit from the increasing demand for power as data centers are built up; 3. The author expects to lock in a durable 6% yield from BEP, anticipating valuation recovery and growing distributions in the future.---
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