2024年11月6日,美国太阳能龙头企业SolarEdge Technologies, Inc. (SEDG)股价在盘前盘后出现暴跌,当日最大跌幅高达23.08%,引发市场广泛关注。这一重挫与即将到来的美国总统大选前景以及公司糟糕财报表现直接相关。
来自投票辩论和市场预测的信号显示,现任总统特朗普在大选中胜算较大。而特朗普此前曾表示不支持对可再生能源行业的补贴政策。因此,如果特朗普连任成功,他很可能会收紧甚至取消对太阳能等行业的补贴力度。鉴于SEDG作为该行业的领军企业,这种情况无疑将给公司带来重大负面影响。
与此同时,SEDG公司最新公布的一季度财报表现糟糕。数据显示,公司第三季度销售额同比大幅下滑64%至2.609亿美元,远低于市场预期。公司还因资产减记计提了10亿美元的巨额损失,并警告称下一季度利润率将为零甚至为负值。如此糟糕的业绩和前景展望加剧了投资者对公司长期增长的担忧。
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