摩根士丹利：参议院预算计划对可再生能源"非常不利"

英为财情

2025/06/30

Investing.com - 参议院预算调和法案的最新草案可能对可再生能源板块造成重大打击，摩根士丹利称这些变化"对可再生能源非常不利"。据该银行表示，该法案"对可再生能源开发商（AES (NYSE:AES)和NEE）将更加不利"，原因是提议提前取消关键税收抵免。摩根士丹利警告称，如果以目前的形式通过，该立法将对新纪元能源(NYSE:NEE)和AES等公司造成"最坏情况的结果"。分析师表示，最具...

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参议院预算调和法案的最新草案可能对可再生能源板块造成重大打击，摩根士丹利称这些变化\"对可再生能源非常不利\"。据该银行表示，该法案\"对可再生能源开发商（AES (NYSE:AES)和NEE）将更加不利\"，原因是提议提前取消关键税收抵免。摩根士丹利警告称，如果以目前的形式通过，该立法将对新纪元能源(NYSE:NEE)和AES等公司造成\"最坏情况的结果\"。分析师表示，最具...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2865905\">网页链接</a>\n\n</div>\n","source":"investing_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根士丹利：参议院预算计划对可再生能源\"非常不利\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根士丹利：参议院预算计划对可再生能源\"非常不利\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-30 18:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2865905><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing.com - 参议院预算调和法案的最新草案可能对可再生能源板块造成重大打击，摩根士丹利称这些变化\"对可再生能源非常不利\"。据该银行表示，该法案\"对可再生能源开发商（AES (NYSE:AES)和NEE）将更加不利\"，原因是提议提前取消关键税收抵免。摩根士丹利警告称，如果以目前的形式通过，该立法将对新纪元能源(NYSE:NEE)和AES等公司造成\"最坏情况的结果\"。分析师表示，最具...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2865905\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0320765646.SGD","symbol_name":"FTIF - Franklin Income A MDIS SGD-H1","start_time":0,"source_url":"https://cn.investing.com/news/stock-market-news/article-2865905","article_id":"2547096989","we_media_id":null,"thumbnails":[],"rights":{"source":"investing_news","url":"https://cn.investing.com/news/stock-market-news/article-2865905","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2547096989","pubTimestamp":1751280780,"columns":[{"name":"政策监管","id":32,"label_key":"policyRegulatory"}],"sourceInfo":{"source_id":"investing_news","name":"英为财情新闻"},"weMediaInfo":null,"summary":"Investing.com - 参议院预算调和法案的最新草案可能对可再生能源板块造成重大打击，摩根士丹利称这些变化\"对可再生能源非常不利\"。据该银行表示，该法案\"对可再生能源开发商将更加不利\"，原因是提议提前取消关键税收抵免。摩根士丹利警告称，如果以目前的形式通过，该立法将对新纪元能源和AES等公司造成\"最坏情况的结果\"。随着参议院投票可能最早在明天进行，摩根士丹利警告称，除非进行修改，否则该法案\"可能对该行业造成极大破坏\"。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0106831901.USD":"贝莱德世界金融基金A2","BK4127":"投资银行业与经纪业","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4516":"特朗普概念","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BK4504":"桥水持仓","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","MS":"摩根士丹利","BK4588":"碎股","LU1074936037.SGD":"JPMorgan Funds - 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参议院预算调和法案的最新草案可能对可再生能源板块造成重大打击，摩根士丹利称这些变化\"对可再生能源非常不利\"。据该银行表示，该法案\"对可再生能源开发商（AES (NYSE:AES)和NEE）将更加不利\"，原因是提议提前取消关键税收抵免。摩根士丹利警告称，如果以目前的形式通过，该立法将对新纪元能源(NYSE:NEE)和AES等公司造成\"最坏情况的结果\"。分析师表示，最具破坏性的条款之一被认为是对投资税收抵免(48E)的更新，该条款要求风能和太阳能项目必须在2027年前投入使用，\"这对已经处于开发过程中的开发商来说可能是一个具有挑战性的环境\"。生产税收抵免(45Y)也反映了这些变化。虽然该法案的大部分内容对太阳能和风能不利，但摩根士丹利也发现了一些亮点。该银行表示，Bloom Energy (NYSE:BE)将从新的燃料电池税收抵免中受益，而Sunrun (NASDAQ:RUN)、SolarEdge (NASDAQ:SEDG)和Enphase Energy (NASDAQ:ENPH)等公司则从住宅太阳能税收抵免延长至2027年的短期政策中获益。第一太阳能公司(NASDAQ:FSLR)获得了喜忧参半的结果，因为\"允许一些制造税收抵免的叠加\"，但这\"部分被48E和45Y的提前取消所抵消\"。摩根士丹利还强调了外国关注实体(FEOC)规则的重新引入，现在追溯至2025年6月16日。随着参议院投票可能最早在明天进行，摩根士丹利警告称，除非进行修改，否则该法案\"可能对该行业造成极大破坏\"。\n本文由人工智能协助翻译。更多信息，请参见我们的使用条款。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}