智通财经APP获悉，北美最大的可再生能源电力公司新纪元能源(NEE.US)子公司NextEra Energy Partners(NEP.US)周四一度跌逾3%，延续了前一交易日16%的跌幅，原因是此前该公司公布的第三季度业绩远低于预期。然而，摩根大通认为，该股在大幅下跌后几乎没有下行空间，并指出新纪元能源目前更有可能继续拥有NextEra Partners，因此将NextEra Partners的评级从“减持”上调至“中性”，目标价为22美元。
摩根大通的Mark Strouse表示，短期风险仍然围绕着NextEra Partners的长期可转换股权组合融资(CEPF)义务及其为潜在“dropdown(指新纪元能源建立清洁能源资产，然后将其全部或部分出售给NextEra Partners)”收购提供增量融资的能力，同时该分析师还看到了“NextEra Partners可以稳定其资本成本、扩大投资组合，并可能在一次性重置可供分配的现金(CAFD)和每单位分配(DPU)以满足CEPF义务后重新建立一个良性循环”。
Strouse还认为，潜在的dropdown公告，加上DPU重置，可能会成为该股的催化剂，并提高2026财年及以后的增长可见度。
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