今日盘中，太阳能逆变器制造商Enphase Energy（ENPH）股价大涨5.08%，引发市场关注。这一显著涨幅与美国最新宣布的太阳能产品关税政策密切相关。
据报道，美国贸易官员于本周一敲定了对来自东南亚的大部分太阳能电池征收高额关税的决定。这一举措是美国公司针对中国企业以低价倾销、威胁美国本土投资的指控做出的回应。新政策将对包括柬埔寨在内的东南亚国家的太阳能产品征收高达3500%的关税，以保护美国本土太阳能产业。
这一决定不仅推动了Enphase Energy的股价上涨，整个美国太阳能行业都受到了积极影响。市场数据显示，First Solar上涨5.8%，SolarEdge Technologies上涨2.6%，Sunrun上涨1.5%。分析人士认为，这一政策将有效提升美国本土太阳能企业的竞争力，并可能刺激国内相关产业的发展和投资。然而，关税的最终实施还需等待国际贸易委员会在今年6月的投票，以评估该行业是否因廉价进口产品而遭受实质性损害。
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