9月11日,美国太阳能龙头企业Sunrun Inc.盘中大涨11.16%,引领同行业公司整体走强。
分析人士指出,太阳能股集体反弹主要源自两大因素。一方面,美国国债收益率下行将有助于降低行业融资成本,为公司扩张提供良好条件。另一方面, 9月10日美国总统大选辩论结果显示,无论最终是民主党人卡马拉-哈里斯还是共和党人特朗普当选,该党主张的可再生能源政策都将为行业带来支持与利好。
具体来看,特朗普在辩论现场称自己是"太阳能忠实粉丝",释放了支持行业发展的积极讯号。而哈里斯则提出加大清洁能源投入,向绿色气候基金投入30亿美元。哈里斯在辩论后的获胜赔率上升,增加了她推行利好政策的可能性。
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