美国太阳能系统组件企业Enphase Energy股价于9月11日盘中大涨6.36%,引发市场广泛关注。业内分析人士认为,推动该股价上涨的主要原因有以下两点:
首先,当日美国国债收益率下降,可显著减轻该类可再生能源企业的融资成本。国债收益率下降有望为行业内企业带来更多资金支持,进一步增强了投资者对太阳能行业长期发展前景的信心。
其次,在上周二举行的总统辩论后,民主党副总统候选人卡马拉-哈里斯被视为获胜可能性增加。鉴于民主党倾向于推行利好可再生能源的政策,如果哈里斯能在今年11月的大选中胜出,对太阳能企业的未来发展将构成重大利好。投资者对行业利好预期强化,因此大量买盘涌入,推动了Enphase Energy等个股的上涨。
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