本周三(9月11日),美股太阳能概念股普涨, SolarEdge Technologies, Inc. 涨近10%, 第一太阳能 涨近8%:
消息面上,美东时间10日晚,哈里斯和特朗普在宾夕法尼亚州费城进行首场电视辩论,在辩论现场,特朗普称自己是太阳能的忠实粉丝。
值得注意的是,哈里斯在气候与能源政策上的立场尤为明确。她强调清洁能源和环境正义的重要性,并在国际气候谈判中承诺向绿色气候基金投入30亿美元。
她的政策主张可能会加速传统能源向清洁能源的转型,推动太阳能、风能等可再生能源的发展,并加强对环境正义问题的关注,因此,太阳能板块同样也可以算是“哈里斯概念股”。
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