随着2024年美国总统大选投票的开始,太阳能行业龙头企业Enphase Energy股价在当日夜盘出现了5.92%的大跌,引发了市场的广泛关注。
导致该股价大跌的主要原因与大选结果及其对可再生能源行业政策可能产生的影响有关。据博彩网站PredictIt的数据显示,共和党候选人特朗普当选的可能性较高,约为62%,而民主党候选人哈里斯则为38%。
特朗普曾表态,如果当选将"取消"《通胀削减法案》下针对电动汽车、太阳能和风能等清洁能源技术的补贴政策。这一言论引发了行业对于未来政策走向的担忧,导致包括Enphase Energy在内的多家太阳能企业股价在当日出现大幅下跌。
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