金吾财讯 | 光伏太阳能股集体走高，信义能源(03868)涨6.85%，福莱特玻璃(06865)涨6.49%，信义光能(00968)涨5.38%，协鑫科技(03800)涨3.96%，新特能源(01799)涨3.3%，信义玻璃(00868)涨3.1%。消息面上，国金证券发布研报认为，美国大选风向转变，且对能源行业的态度或许正逐渐成为两党执政纲领中分歧与矛盾相对较小的领域，结合美联储降息预期临近落地，而新能源项目开发将是降息直接受益方向，两大因素共振有望驱动电新板块尤其是出海相关产业链情绪与预期的显著修复，建议加大相关标的配置。此外，电网多家重点公司中报业绩符合/超预期，市场打消对于Q2业绩的担忧，因此近期板块迎来近1个月的逆势上涨。
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