2024年11月6日,在美国总统大选投票结果尚未最终揭晓之际,太阳能行业龙头企业第一太阳能(FSLR)股价在盘中一度大跌超过16%,引发市场广泛关注。
分析人士表示,投票结果暗示现任总统特朗普获胜的可能性较大。如果特朗普连任,预计将取消上届政府对太阳能、风能等清洁能源行业的大量补贴政策,对可再生能源行业发展产生不利影响。
在这种大选不确定性背景下,投资者担忧未来可再生能源政策的走向,加剧了对行业长期前景的担忧,从而推动包括第一太阳能在内的多家太阳能上市公司股价大幅下跌。除第一太阳能外,当日Sunrun、Enphase Energy、晶科能源等太阳能公司股价也普遍下跌。
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