美国太阳能企业Sunrun Inc.周三盘前大涨6.8%,领涨同行业上涨,投资者追捧押注政策利好及融资环境改善有望促进行业发展。
国债收益率下降有助于降低太阳能公司的融资成本,从而推动行业扩张。同时,根据美国总统大选辩论结果,民主党人卡马拉-哈里斯获胜的可能性增加,有望推行支持可再生能源行业的政策,进一步激发市场对行业前景的乐观预期。
除Sunrun大涨外,Maxeon Solar、晶科能源等太阳能上游龙头企业也纷纷上涨。Enphase Energy、阿特斯太阳能、First Solar、Sunnova Energy等环节的公司股价大多实现5%以上的涨幅,凸显全行业普涨态势。SolarEdge Technologies股价更是大涨6.1%。
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