阿特斯太阳能（Canadian Solar，股票代码：CSIQ）今日盘中大跌5.63%，引发市场广泛关注。这一显著跌幅主要受到美国总统唐纳德·特朗普宣布的新太阳能关税政策影响。
据报道，特朗普总统宣布对所有进口太阳能产品征收新关税。这一举措将对从越南、马来西亚、泰国和柬埔寨等国进口的太阳能产品征收24%至49%不等的关税。作为全球领先的太阳能公司之一，阿特斯太阳能无疑将受到这一政策的直接影响。
杰富瑞（Jefferies）分析师表示，这些新关税将导致成本上升，并可能"引发更广泛的通货膨胀"。新关税可能会增加太阳能公司的运营成本，削弱其在美国市场的竞争力。值得注意的是，其他太阳能公司如Maxeon Solar、Emeren Group和Enphase Energy等也出现不同程度的下跌。然而，美国本土太阳能公司First Solar却逆势上涨，盘中涨幅达6.1%，显示出投资者对其可能受益于新政策的预期。
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