9月11日,第一太阳能(FSLR)股价大涨15.96%,成为市场关注的焦点。分析认为,这主要源自美国总统候选人在前一晚电视辩论中对太阳能等绿色新能源的亲民立场。
在辩论中,民主党候选人哈里斯表示如果当选,将加大对清洁能源和可再生能源的支持力度,投资30亿美元助力绿色气候基金。而共和党候选人特朗普则直言自己是"太阳能的超级粉丝"。两人在能源政策方面均表现出亲绿色、亲可再生能源的倾向,令投资者对未来四年美国新能源行业发展充满期待。
与此同时,当前低位徘徊的美国国债收益率也推动了太阳能股集体走高。较低利率水平有利于降低上市公司的融资成本,为这些公司的扩张提供资金支持。受此影响,除第一太阳能外,其他太阳能公司如SolarEdge、阿特斯太阳能等盘前亦出现了3%到10%不等的涨幅。
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