9月11日上午,第一太阳能(FSLR)盘前大涨7.1%,成为市场关注的焦点。分析认为,这主要受到了美国总统候选人特朗普在前一晚的电视辩论中,对太阳能等绿色新能源表态亲民立场的利好消息影响。
在上周二的总统大选辩论中,民主党候选人哈里斯表示如果当选,将会加大对清洁能源和可再生能源发展的支持力度。而另一位参选人特朗普则直言自己是"太阳能的超级粉丝"。两人在能源政策方面均表现出亲绿色、亲可再生能源的倾向,这引发了市场对未来四年美国太阳能等新能源行业发展前景的期待。
与此同时,美国国债收益率的下降也被认为是推动太阳能股上涨的重要因素之一。较低的国债收益率有利于降低太阳能上市公司的借贷成本,为这些公司的扩张提供资金支持。受此影响,除了第一太阳能,其他太阳能概念股如SolarEdge、阿特斯太阳能等也在盘前出现了3%到6%不等的上涨。
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