智通财经APP获悉，光伏股早盘重挫，截至发稿，新特能源(01799)跌5.22%，报9.07港元；信义光能(00968)跌5.19%，报3.47港元；福莱特玻璃(06865)跌4.97%，报12.98港元；福耀玻璃(03606)跌1.16%，报55.3港元。
消息面上，美国共和党总统候选人特朗普宣布在2024年总统选举中获胜。据悉，约翰·保尔森近日在接受采访时表示，如果特朗普最终胜选并请他担任美国新任财政部长，他将与马斯克合作以大规模削减联邦支出。其中包括取消《通胀削减法案（Inflation Reduction Act）》中的绿色能源补贴。
中国银河证券研报表示，积极看待后续光伏行业短中长期发展。2024年1—9月国内新增装机量160.88GW，同增24.77%，仍能维持较高增速，全年需求预计仍有支撑；供给过剩导致全行业盈利极致承压，产业链价格或维持底部运行待出清结束；2024年半年报预期悲观预期充分体现，后续板块行情启动早于基本面触底反转，在2024年第四季度、2025上半年存在左侧布局机会，积极看待后续光伏行业短中长期发展。
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