2024年11月6日,光伏太阳能行业股票出现了普遍大幅下跌。其中,太阳能电池组件制造商阿特斯太阳能(CSIQ)股价更是盘中大跌18.31%,引发市场广泛关注。
引发这一行情波动的主因,是美国2024年总统大选结果的公布。共和党候选人特朗普击败现任总统哈里斯,宣布当选美国新一任总统。这一结果引发了市场对特朗普可能会取消哈里斯政府支持光伏太阳能发展的政策措施的担忧。
市场分析人士认为,如果哈里斯连任,她很可能会延续现有的光伏产业税收抵免和产业激励措施。但特朗普上台后,则可能取消这些利好政策,对光伏太阳能产业的发展造成一定影响。由于对未来政策环境的不确定性加剧,投资者选择了先行抛售包括阿特斯太阳能在内的光伏相关公司股票。
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