2024年11月6日,备受关注的美国中期选举计票结果出炉,共和党人特朗普意外击败民主党现任总统卡马拉-哈里斯,将在2024年1月重新入主白宫。
消息一出,清洁能源股遭到重挫。作为燃料电池系统龙头企业,Bloom Energy在夜盘一度大跌7.89%。此外,普拉格能源(Plug Power)下跌16.3%,Nextera Energy下跌9%。
分析人士指出,特朗普在任上任曾公开表示,他将"取消"去年被拜登政府签署的《通胀削减法案》中的大部分清洁能源补贴,包括对电动汽车、太阳能、风能以及其他可再生能源技术的补贴和税收优惠。这一政策如果得以实施,势必将给清洁能源行业带来沉重打击。
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