文章核心观点 - 投资者越来越习惯使用期权来管理风险和收益 [1] - 相对强度指数(RSI)是一个常用的技术指标,可以帮助交易者和投资者评估股票价格的动量 [2][3] - RSI指标在0到100之间波动,一般在30到70之间,高于70被视为超买,低于30被视为超卖,可以为投资者提供进出场的时机 [3][4] 行业和公司总结 Air Products & Chemicals (APD) - 过去5年,工业气体领域对投资者来说并不是最令人兴奋的领域,但APD股票过去5年的总回报率达到23.67% [6] - APD正在投资绿色氢能,包括与TotalEnergies签订15年合同,从2030年开始每年向欧洲炼油厂供应7万吨绿色氢气,以及在德克萨斯州建设一座40亿美元的绿色氢气厂 [8] - APD是全球领先的液化天然气技术和设备供应商 [8] Celsius (CELH) - Celsius是一家生产健康低卡路里能量饮料和液体补充剂的公司,自2020年以来股价一直在飙升 [10] - 由于PepsiCo宣布过度供应Celsius产品,CELH股价在过去3个月下跌33%,RSI约为25,处于超卖状态 [11] - 尽管如此,Celsius仍在营收和利润上保持强劲的同比增长,未来12个月预计盈利将增长29% [12] - 分析师给出的CELH股票目标价为78.65美元,较当前价格上涨63% [12] Cameco (CCJ) - Cameco是全球最大的上市铀公司,股票RSI约为40,但6月初曾达到66 [14] - 股价下跌与铀现货价格下跌有关,但铀价仍处于2008年以来的高位 [14][15] - 因为世界正在认识到核能是真正的清洁可再生能源,CCJ股票今年以来一直保持上涨 [16] - 过去5年CCJ股票的总回报率达到370.25%,未来12个月预计盈利将增长超过85% [17]

Dividend aristocrats are stocks with at least 25 years of consecutive annual dividend growth. These “regal” dividend stocks are often considered some of the highest-quality long-term stocks to buy and hold. Yet, perception and reality don’t necessarily match.Even when measuring them by total returns, or price appreciation and dividends, many of these names have underperformed relative to the broad market. More importantly, there are “dividend aristocrats,” not to mention “dividend kings.” The latter have ov ...

The materials sector, which tends to be the most sensitive to global economic growth expectations, has been performing well this year, given a resilient U.S. economy. The popular ETFs — Materials Select Sector SPDR (XLB) , Vanguard Materials ETF (VAW) , iShares U.S. Basic Materials ETF (IYM) and Fidelity MSCI Materials Index ETF (FMAT) — have gained 1.7%, 1.8%, 0.6% and 1.8%, respectively, over the past three months.Going into the Q2 earnings season, earnings releases from the sector giants will determine t ...

文章核心观点 - 氢能作为一种替代能源具有吸引力,特别是在当前能源成本较高的环境下 [1] - 制氢有两种方式:一种是利用天然气开发过程中产生的副产品制造"蓝氢",另一种是通过电解水制造"绿氢" [1] - 过去12个月,氢能股票表现并不理想,主要受到油价下跌和资本投入减少的影响 [2] - 降息可能会为氢能股票带来复苏动力,因为绿氢生产是资本密集型的,低利率有助于刺激这一领域的投资 [2] 公司总结 Air Products (APD) - 是一家工业气体公司,自1940年代起就开始运营 [4] - 公司业务包括为工业公司提供氧气、氮气和氢气等气体,以及向寻求降低碳足迹的公司提供清洁氢能解决方案 [4] - 公司还是液化天然气技术的主要供应商 [4] - 2023财年,公司销售额为126亿美元,其中45%来自北美,23%来自欧洲、中东和印度 [4] - 公司股价在2023年第一和第二季度财报中出现大幅下跌,但目前已有所恢复,估值也较为吸引人 [5] Bloom Energy (BE) - 是一家固态技术开发商,可将天然气、沼气和氢气转化为电力 [7][8] - 公司为其他企业提供燃料电池,用于现场发电 [7][8] - 受到客户需求和投资减少的影响,公司最近几个季度的收入和毛利率均有所下降 [9] - 但公司最近成功发行了3.5亿美元的绿色可转换票据,为未来投资提供了充足资金 [10] Global X Hydrogen ETF (HYDR) - 是一只投资于氢能生产、燃料电池、技术和集成业务的ETF [11] - 该ETF目前管理资产42.7亿美元,持有29只成分股 [11] - 由于资本密集型特点,该领域的股票可能会受益于未来的降息 [12]

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Talented Senior Leadership Focused on Executing Company's Two-Pillar Growth Strategy, Delivering the Company's Next-Level of Success, and Generating a Cleaner FutureLEHIGH VALLEY, Pa., July 22, 2024 /PRNewswire/ -- Air Products (NYSE:APD) today announced the formation of a Management Board, effective immediately, bringing together talented senior leadership across the globe to execute the Company's two-pillar growth strategy. That strategy is to optimize and grow Air Products' core industrial gases business ...

Crisis will eventually lead to opportunity for hydrogen stocks.Unfortunately, at the moment, the industry is still waiting to see if the Biden administration will lift the restrictive rules behind 45V. And while many are losing patience over the fix, 13 U.S. senators just sent a letter to Treasury Secretary Janet Yellen to revise 45V rules or risk having them challenged in court. “Unless revised according to the suggestions below, the proposed guidance will undermine our shared goal of creating an enduring ...

Air Products & Chemicals Inc. (APD) has announced two projects to improve the sustainability, productivity and operational flexibility of its base industrial gas business, as well as a continued commitment to the merchant industrial gas market. APD will build two new air separation units (ASU) at its current Conyers, GA and Reidsville, NC, facilities. The new ASUs will replace older ones, increase capacity at the locations and are expected to be operational in 2026.Conyers and Reidsville have very appealing ...

New ASUs to Improve Productivity, Offer Sustainability Efficiencies and Operational Flexibility for Established and Growing Merchant Market LEHIGH VALLEY, Pa., July 17, 2024 /PRNewswire/ -- Air Products (NYSE: APD), a world-leading industrial gases company, today announced two projects to enhance the sustainability, productivity, and operational flexibility of its base industrial gas business, as well as continuing commitment to the merchant industrial gas market. Air Products will construct two new air sep ...

LEHIGH VALLEY, Pa., July 16, 2024 /PRNewswire/ -- Air Products (NYSE:APD) today announced that Eric Guter will assume the role of Vice President, Investor Relations effective September 30, 2024 succeeding Sidd Manjeshwar who will be leaving the Company to pursue other opportunities.The two will work closely together over the coming months to ensure a smooth and seamless transition of the Company's Investor Relations responsibilities. Guter will report to Melissa Schaeffer, Air Products' Chief Financial Offi ...