来源：Gangtise投研

桑普拉能源(SRE.N) 2024年第三季度业绩电话会：预计到2030年美国将需要超过6000亿美元的投资。公司在德克萨斯州的Oncor业务预计将实现显著增长，未来五年资本计划可能增加40%至50%，特别是在人工智能和数据中心领域，Oncor已收到82吉瓦的连接请求。公司第三季度调整后EPS为0.89美元，维持2024年全年和2025年EPS指导范围。公司宣布了30亿美元的市价股票计划以支持资本支出，并期待在加州的一般费率案件中达成建设性结果。在LNG业务方面，森普拉继续看好全球需求增长，特别是欧洲和亚洲市场，亚瑟港LNG项目二期的FID决策将取决于明年上半年获得的出口许可。

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