周二（4月22日）盘中，美国太阳能公司Enphase Energy股价大涨5.08%，引发市场关注。这一涨势与美国贸易官员最新宣布的政策密切相关。
据悉，美国贸易官员于周一敲定了对来自东南亚的大部分太阳能电池征收高额关税的决定。这一举措主要针对中国大型太阳能企业，如晶科能源和天合光能等在东南亚的生产基地。其中，从柬埔寨进口的产品将面临超过3500%的关税。此举被视为对美国本土太阳能企业的利好消息。
分析人士指出，这一政策将有效提高进口太阳能产品的成本，从而增强美国本土太阳能企业的竞争力。作为美国领先的太阳能技术公司之一，Enphase Energy有望从中受益，这解释了其股价的强劲表现。值得注意的是，不仅Enphase Energy，其他美国太阳能公司如First Solar、SolarEdge Technologies和Sunrun的股价也出现不同程度的上涨。投资者普遍认为，这一关税政策将为美国太阳能行业创造更有利的经营环境，推动行业内公司的业绩增长。
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