2024年11月5日,随着美国总统大选日临近,市场对可能的大选结果和政策变化作出反应。可再生能源股Bloom Energy盘中大涨5.04%,引起了广泛关注。
分析人士指出,这与民主党候选人卡马拉-哈里斯的能源政策预期有关。若哈里斯当选,她计划大力扶持可再生能源行业,以期在2035年大幅减少污染排放,实现《巴黎协定》的气候目标。
作为一家主攻氢能和燃料电池技术的公司,Bloom Energy可望在哈里斯政府获得更多激励措施和支持政策。市场预期该公司业绩将在未来获得良好增长,因此股价出现了明显上涨。与此同时,其他可再生能源股如NextEra Energy股价也出现了上涨。
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