2024年11月6日,太阳能行业龙头公司第一太阳能(FSLR)股价在美股盘中出现剧烈波动,一度大跌超过16%,最终收盘下跌19.27%,引发市场广泛关注。分析人士认为,这主要源于投资者对美国大选结果存在担忧,如果现任总统特朗普连任,预计会取消上届政府对太阳能等可再生能源行业的支持政策。
据报道,尽管投票结果尚未最终揭晓,但市场普遍预期特朗普大概率获胜。一旦特朗普连任,其所倡导的能源政策将偏重于提高美国的传统燃料和电力产出,不利于可再生能源行业的发展。此外,特朗普也可能推动废除《通货膨胀削减法案》,该法案曾通过税收抵免惠及清洁能源股。
在这种大选不确定性背景下,投资者担忧可再生能源政策面临变化,从而加剧了对行业长期前景的担忧,推动第一太阳能等太阳能上市公司股价出现大幅波动和下跌。除第一太阳能外,当日Sunrun、Enphase Energy、晶科能源等太阳能公司股价也普遍下跌。
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