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10月22日 - ** First Solar 美股盘前上涨 ~2%,而阿特斯太阳能 下跌 ~5
** 花旗将 FSLR 的评级从 "中性 "上调至 "买入",称其股价似乎已计入第三季度业绩指引下调、反补贴税低于预期(CVDs) 以及特朗普当选总统的可能性等因素的影响。
** 花旗将 CSIQ 的评级从 "中性 "下调至 "卖出",原因是美国光伏组件业务存在不确定性,而美国是光伏组件唯一盈利的市场。
** 关于美国大选,花旗称,无论哪种结果,FSLR都将受益:在特朗普执政期间,FSLR可能会暂时回落,但随后会恢复;而在民主党执政期间,FSLR可能会大幅恢复。
** 对于CSIQ,花旗警告特朗普对关税的审查;花旗称,如果民主党获胜,预计爱尔兰共和军的制造业信贷将继续保留,这将有利于CSIQ的扩张计划,但会增加其资本需求。
** 关于Enphase 和SolarEdge ,花旗称 "欧盟住宅太阳能市场夏季后反弹乏力是一个值得关注的因素"。
** 截至上次收盘,FSLR 年累计上涨约 14%,而 CSIQ 下跌约 52
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