Enphase Energy(ENPH.US)作为美国太阳能行业的龙头企业,其股价在2024年11月6日盘前大跌9.37%,引发了市场广泛关注。
导致该股大幅下跌的主要原因与2024年美国总统大选结果及其对可再生能源行业政策可能产生的影响有关。据博彩网站PredictIt的数据显示,共和党候选人特朗普当选的可能性较高,约为62%。
特朗普曾表态,如果当选将"取消"《通胀削减法案》下针对电动汽车、太阳能和风能等清洁能源技术的补贴政策。这一言论引发了市场对未来政策走向的担忧,从而导致Enphase Energy等太阳能企业股价在投票当日出现大幅下跌。
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