当地时间11月6日,特朗普宣布将在2024年美国总统大选中参选,引发投资者对美国太阳能产业未来前景的担忧,此板块公司股价在当日盘前大幅下挫。
在岗位时,特朗普曾推动"美国能源优先"政策,大力开采化石燃料、限制应对气候变化的举措,引发一片质疑之声。消息人士分析认为,若特朗普再次入主白宫,可能会继续推行类似政策,阻碍可再生能源行业的发展。
盘前数据显示,Sunnova Energy下挫18.3%、First Solar跌11.9%、Sunrun更是重挫13.5%。上一交易日收盘,该行业龙头公司股价年内表现不佳,Sunnova Energy下跌54%、Sunrun下跌14%。各大机构对于太阳能产业的增长前景较为谨慎。
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