2024年11月6日,光伏太阳能板块遭遇重挫,阿特斯太阳能(CSIQ)股价更是盘中大跌18.31%。这一罕见的大跌行情,与美国2024年总统大选结果公布密切相关。
当天最新出炉的大选结果显示,共和党候选人特朗普击败现任总统哈里斯,当选新一任美国总统。此前,共和党人一向对可再生能源和气候变化问题持保守立场。市场担心特朗普当选后,可能会取消或修改哈里斯政府实施的税收抵免、产业激励等支持光伏产业的政策措施。
投资者对政策环境的不确定性加剧,选择先行抛售了包括阿特斯太阳能在内的光伏相关公司股票。业界分析人士则表示,如果特朗普政府的确削弱了对清洁能源的支持力度,必将对光伏产业的发展前景带来一定影响。
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