11月5日,伴随美国总统大选投票的开始,太阳能行业股价普遍下跌。其中,第一太阳能股价盘中大跌5.14%,引起市场广泛关注。
据报道,博彩赔率显示特朗普获胜的可能性更大,预计将对可再生能源行业产生不利影响。分析师表示,特朗普若连任,将"取消"上届政府对电动汽车、太阳能、风能等清洁能源技术的大量补贴政策。这一预期加剧了市场对可再生能源行业前景的担忧,导致多只相关上市公司股价下挫。
除第一太阳能外,当日SolarEdge Technologies下跌1.4%,Enphase Energy下跌2.1%,晶科能源下跌1.7%,Sunrun下跌0.3%。总体看,美国大选不确定性和市场对特朗普可能连任的预期,成为拖累太阳能行业股价的主要因素。
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