美国太阳能龙头公司第一太阳能今日盘中大涨5.25%,引发市场广泛关注。分析人士指出,这与投资者对哈里斯当选总统的预期有关。
据悉,最新民调显示,民主党候选人哈里斯在关键摇摆州的支持率有所上升,市场预期她最终当选的可能性加大。哈里斯多次表态将大力发展清洁能源,推动绿色低碳转型。作为美国最大的太阳能面板制造商,第一太阳能可望成为政策红利的受益者。
除了第一太阳能,其他可再生能源公司如Nextera Energy Partners、Plug Power、Bloom Energy等股价当日也出现不同程度的上涨。分析人士认为,如果哈里斯最终入主白宫,推动绿色能源发展的政策措施或将进一步利好整个可再生能源板块。
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