2024年11月6日,SolarEdge Technologies Inc.(SEDG)股价在盘中出现剧烈波动,当日最大跌幅达23.08%,引发了市场的广泛关注。
这一剧烈波动的主要原因是美国即将到来的总统大选前景引发了投资者对可再生能源行业未来发展的担忧。此前的投票辩论和市场预测显示,现任总统特朗普在大选中胜算较大。而特朗普曾表示不支持对可再生能源行业的补贴政策。因此,一旦特朗普连任,他未来可能会收紧相关补贴政策,这将对太阳能等可再生能源企业带来严重冲击。
作为太阳能行业知名企业,SolarEdge的股价在面临政策收紧的可能性时,首当其冲遭到市场抛售。与遭遇同样命运的还有Enphase Energy、晶科能源等龙头企业。业内人士表示,最终大选结果如何,以及对行业的具体影响还需进一步观察。
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