北京时间2024年11月7日凌晨,美国太阳能龙头企业SolarEdge Technologies(SEDG)股价盘前暴跌,单日最大跌幅达21.29%,引发市场广泛关注。
造成SolarEdge遭重挫的主要原因,一是公司第三季度财报数据远低于市场预期。数据显示,公司第三季度销售额同比大幅下滑64%至2.609亿美元,公司还因为资产减记计提了10亿美元的巨额损失,预计下一季度利润率将为零甚至为负值。如此糟糕的业绩结果加剧了投资者对SolarEdge长期增长前景的担忧。
另一个原因则是市场对美国即将到来的总统大选前景产生忧虑。最新投票辩论和市场预测显示,现任总统特朗普在本次大选中胜算较大。而特朗普此前曾表示不支持对可再生能源行业的补贴政策。因此,如果特朗普连任成功,他未来可能会收紧甚至取消对太阳能等行业的补贴力度,这无疑将给SolarEdge这样的太阳能龙头企业带来重大冲击。
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