当地时间11月6日,随着前总统特朗普宣布将在2024年角逐总统大位的消息,引发市场对于美国太阳能产业未来发展前景的担忧,这一板块股价在当日盘前集体大幅下挫。
据报道,特朗普在其总统任内曾提出"美国能源优先"的政策纲领,核心主旨是最大限度提高美国的化石燃料产出,部分做法是削弱应对气候变化的相关举措。这不利于可再生能源行业的发展。
截至上一交易日收盘,美国主要太阳能企业股价年内表现均不尽如人意。其中Sunnova Energy下跌54%、Sunrun下跌14%,仅有First Solar实现25%的涨幅。消息一出,该板块盘前集体暴跌,Sunnova Energy大跌18.3%、First Solar跌11.9%、Sunrun更是重挫13.5%。投资者似乎对于特朗普可能重掌白宫持谨慎态度。
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