阿特斯太阳能(Canadian Solar,股票代码:CSIQ)周四盘前股价大跌5.62%,引发市场关注。这一跌幅主要受到美国总统新关税政策的影响。
据报道,美国总统唐纳德·特朗普宣布对所有进口太阳能产品征收新关税。这一举措将对从越南、马来西亚、泰国和柬埔寨等国进口的太阳能产品征收24%至49%不等的关税。杰富瑞(Jefferies)分析师表示,这些新关税将导致成本上升,并可能"引发更广泛的通货膨胀"。
作为全球领先的太阳能公司之一,阿特斯太阳能无疑将受到这一政策的直接影响。新关税可能会增加公司的运营成本,削弱其在美国市场的竞争力。此外,市场担忧这一政策可能引发更大范围的贸易摩擦,进而影响全球经济增长,这也是导致阿特斯太阳能股价大跌的原因之一。值得注意的是,其他太阳能公司如Maxeon Solar、Emeren Group和Enphase Energy等也出现不同程度的下跌。
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