美股详情

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第一太阳能

243.21

+1.060.44%

盘后：212.27-30.9400-12.72%19:59 EST

成交量：333.68万

成交额：8.07亿

市值：260.98亿

市盈率：18.67

高：250.99

开：242.47

低：238.55

收：242.15

52周最高：285.99

52周最低：116.56

股本：1.07亿

流通股本：1.01亿

量比：1.41

换手率：3.29%

股息：- -

股息率：- -

每股收益(TTM):13.03

每股收益(LYR):12.07

净资产收益率：16.86%

总资产收益率：7.56%

市净率：2.89

市盈率(LYR):20.14

数据加载中...

总览公司新闻资讯公告

第一太阳能Q4业绩不及市场预期，2026年营收指引疲软

老虎资讯综合

第一太阳能Q4盈利同比增长32.6%，今年净销售额指引不及预期

异动解读 | 2026年销售额指引疲软叠加关税及监管挑战，第一太阳能夜盘大跌12.52%

第一太阳能公司业绩下滑，原因是特朗普时代的许可延迟导致前景不佳

第一太阳能预计关税总影响达1.25亿至1.35亿美元（修正区间上限）

异动解读 | 第一太阳能盘后大跌10.36%，因2026年销售额预测低于市场预期

BUZZ-First Solar 预测 2026 年销售额低于预期后下跌

第一太阳能去年四季度净销售16.8亿美元高于市场预期

每日经济新闻

Needham上调第一太阳能目标价至303美元

美国本土光伏组件产能已超过65GW！足以满足2026年大部分需求！

BUZZ-尼德姆上调美国太阳能电池板制造商 First Solar 的目标价

财报前瞻｜第一太阳能本季度营收预计增6.59%，机构观点偏乐观

Solv Energy 在美国首次公开募股中融资 5.125 亿美元

特斯拉推进美国本土太阳能电池制造，2028年兑现百吉瓦产能目标

AI数据中心电力需求强劲，马斯克宣布100GW美国光伏制造计划

特斯拉“光伏野心”成First Solar(FSLR.US)“梦魇” 股价重挫10%遭BMO下调评级

BUZZ-First Solar 跌至近 4 个月低点；BMO 将其股票评级下调至 "市场表现"

美股太阳能股多数上涨，Nextpower涨近15%

钛媒体快报

太阳能股上涨，Nextpower涨超16%，第一太阳能、Sunrun涨超5%

老虎资讯综合

盘前异动 | 英特尔绩后跌超12%！爱立信涨超6%；阿特斯太阳能涨超6%，太空概念股RDW涨超4%

老虎资讯综合

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09:05","pubTimestamp":1771981525,"startTime":"0","endTime":"0","summary":"第一太阳能（FSLR）在今日夜盘交易中股价大跌12.52%，引发了市场的高度关注。消息面上，该公司发布了低于市场预期的2026年业绩指引，预计净销售额在49亿美元至52亿美元之间，远低于分析师普遍预期的61.2亿美元。这一悲观预测直接打击了投资者信心。此外，公司还面临多重不利因素。首先，美国对从印度、印尼和老挝进口的太阳能产品征收初步关税，公司预计因此产生的总财务影响将达到1.25亿至1.35亿美元。其次，公司在财报电话会议中提及，客户正面临监管挑战，包括联邦许可审批的延迟，这影响了项目推进和需求。最后，美国住宅太阳能市场因高利率和计量改革等因素持续疲软，也给行业前景蒙上阴影。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["FSLR"],"gpt_icon":0},{"id":"2614181724","title":"第一太阳能公司业绩下滑，原因是特朗普时代的许可延迟导致前景不佳","url":"https://stock-news.laohu8.com/highlight/detail?id=2614181724","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614181724?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 08:01","pubTimestamp":1771977716,"startTime":"0","endTime":"0","summary":"更新版 1-第一太阳能公司业绩下滑，原因是特朗普时代的许可延迟导致前景不佳改写第 1 段，在第 2-5 段中增加财报电话会议的细节和评论Dharna  Bafna路透2月25日 - 美国最大的太阳能电池板制造商 First Solar >预计年销售额将 低于华尔街预期，理由是  特朗普政府下的许可延迟等 客户不利因素 ，导致其股价下跌近 14%。\"该公司表示，毛利率下降的原因是与关税相关的成本，以及 6 系列国际设施削减导致的利用率不足。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260225:nL4T3ZL005:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2106854487.HKD","BK4585","LU0823421416.USD","LU2211815571.USD","LU1992135399.USD","LU2506951792.HKD","LU2357125470.USD","LU2322448957.HKD","LU2272731600.USD","LU2473716301.USD","LU0823434740.USD","LU2357305700.SGD","IE00BGHQF417.EUR","LU0724618433.USD","LU0823434583.USD","LU1974910355.USD","LU1983299162.USD","LU0323239441.USD","LU2023250504.SGD","FSLR","LU2298322129.HKD","LU0323240290.USD","LU2272731865.HKD","LU2211814178.USD","IE00B2PGVK34.USD","LU1720051108.HKD","LU0124384867.USD","LU1992135472.HKD","LU2048586759.USD","LU0823414478.USD","LU1548497426.USD","BK4596","LU1917777945.USD","LU2249611893.SGD","LU2322448791.USD","BK4141","LU0154245673.USD","BK4519","LU1720051017.SGD","LU2272731782.SGD","LU0154245756.USD","LU0312595415.SGD","LU2294711713.HKD","IE00B3CCJ633.GBP","LU0823414551.USD","LU1978683503.SGD","LU0823421333.USD","BK4588"],"gpt_icon":0},{"id":"1181257701","title":"第一太阳能预计关税总影响达1.25亿至1.35亿美元（修正区间上限）","url":"https://stock-news.laohu8.com/highlight/detail?id=1181257701","media":"美股速递","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1181257701?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 06:13","pubTimestamp":1771971193,"startTime":"0","endTime":"0","summary":"光伏巨头第一太阳能（First Solar）在最新电话会议中披露，公司预计因关税政策产生的总财务影响将介于1.25亿美元至1.35亿美元之间。此次声明修正了此前预估的区间上限值，为市场提供了更精准的预期指引。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2048586759.USD","LU1974910355.USD","LU0823414478.USD","LU2211815571.USD","LU2506951792.HKD","LU2023250504.SGD","LU0823414551.USD","LU0154245673.USD","LU2322448791.USD","LU2357125470.USD","BK4596","LU2322448957.HKD","LU0724618433.USD","LU2272731865.HKD","LU0124384867.USD","LU0823434740.USD","LU0154245756.USD","BK4519","LU0323240290.USD","IE00BGHQF417.EUR","LU0323239441.USD","IE00B2PGVK34.USD","LU1720051017.SGD","LU2473716301.USD","LU2272731782.SGD","LU2272731600.USD","LU1917777945.USD","LU1720051108.HKD","LU2249611893.SGD","LU1983299162.USD","FSLR","LU1992135399.USD","LU1992135472.HKD","LU2298322129.HKD","LU2106854487.HKD","LU2294711713.HKD","LU2211814178.USD","BK4588","LU0823421333.USD","LU0823421416.USD","LU0823434583.USD","IE00B3CCJ633.GBP","LU0312595415.SGD","LU1548497426.USD","BK4141","LU1978683503.SGD","BK4585","LU2357305700.SGD"],"gpt_icon":0},{"id":"1138509530","title":"异动解读 | 第一太阳能盘后大跌10.36%，因2026年销售额预测低于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1138509530","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1138509530?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 05:37","pubTimestamp":1771969020,"startTime":"0","endTime":"0","summary":"第一太阳能（FSLR）今日盘后股价大跌10.36%，引发了市场的广泛关注。消息面上，该公司预计2026年净销售额在49亿美元至52亿美元之间，低于市场预期的61.2亿美元，这一悲观预测直接导致了股价的下跌。尽管该公司第四季度净销售额为17亿美元，比上一季度增加1亿美元，且2025年股价曾上涨48.2%，但市场对未来的担忧情绪依然主导了盘后交易。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["FSLR"],"gpt_icon":0},{"id":"2614316723","title":"BUZZ-First Solar 预测 2026 年销售额低于预期后下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2614316723","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614316723?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 05:23","pubTimestamp":1771968212,"startTime":"0","endTime":"0","summary":"BUZZ-First Solar 预测 2026 年销售额低于预期后下跌2月24日 - ** 美国太阳能公司 First Solar FSLR.O 盘后股价下跌 11.2% 至 216.56 美元。** 该公司预计 2026 年净销售额在 49 亿美元至 52 亿美元之间，低于 LSEG 数据中预计的 61.2 亿美元。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260224:nL4S3ZK23F:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0724618433.USD","LU2357125470.USD","LU0154245756.USD","FSLR","LU2506951792.HKD","LU1720051108.HKD","LU2048586759.USD","LU2272731600.USD","LU0323239441.USD","LU2298322129.HKD","IE00B3CCJ633.GBP","LU2322448957.HKD","LU2106854487.HKD","LU0823434740.USD","LU2249611893.SGD","BK4519","BK4588","LU2211814178.USD","LU2272731782.SGD","LU2272731865.HKD","LU0823414478.USD","IE00BGHQF417.EUR","LU2211815571.USD","LU0323240290.USD","BK4585","LU2473716301.USD","LU0154245673.USD","LU0312595415.SGD","LU2357305700.SGD","LU0823434583.USD","LU1548497426.USD","LU1974910355.USD","LU1978683503.SGD","LU0823414551.USD","LU1983299162.USD","LU2322448791.USD","LU1992135399.USD","BK4596","LU0124384867.USD","LU0823421416.USD","LU1992135472.HKD","LU2023250504.SGD","IE00B2PGVK34.USD","LU1720051017.SGD","LU1917777945.USD","LU2294711713.HKD","LU0823421333.USD","BK4141"],"gpt_icon":0},{"id":"2614725397","title":"第一太阳能去年四季度净销售16.8亿美元 高于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2614725397","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614725397?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 05:14","pubTimestamp":1771967686,"startTime":"0","endTime":"0","summary":"每经AI快讯，第一太阳能去年四季度净销售16.8亿美元，分析师预期15.6亿美元。公司预计全年净销售49亿~52亿美元，分析师预期60.9亿美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602253653118467.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602253653118467.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU2048586759.USD","LU0154245673.USD","LU0823414478.USD","LU1983299162.USD","IE00B3CCJ633.GBP","LU2272731600.USD","LU2272731865.HKD","LU0823421333.USD","LU1720051108.HKD","LU1992135399.USD","BK4596","BK4519","LU2322448957.HKD","LU0124384867.USD","LU2106854487.HKD","LU2294711713.HKD","LU1720051017.SGD","LU2272731782.SGD","LU1548497426.USD","LU0823414551.USD","LU2211814178.USD","LU0823434583.USD","LU2023250504.SGD","LU2506951792.HKD","LU0823421416.USD","BK4588","LU0323239441.USD","LU2298322129.HKD","LU0724618433.USD","LU0823434740.USD","IE00B2PGVK34.USD","LU1978683503.SGD","LU0323240290.USD","LU1992135472.HKD","LU2249611893.SGD","IE00BGHQF417.EUR","LU2357125470.USD","LU2473716301.USD","LU0154245756.USD","BK4141","FSLR","LU0312595415.SGD","BK4585","LU2357305700.SGD","LU2322448791.USD","LU2211815571.USD","LU1917777945.USD","LU1974910355.USD"],"gpt_icon":0},{"id":"2613920791","title":"Needham上调第一太阳能目标价至303美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2613920791","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613920791?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 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的目标股价从286美元上调至303美元。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260223:nL4T3ZJ0ZN:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4596","LU2357125470.USD","LU1720051017.SGD","LU0154245673.USD","LU2473716301.USD","LU0323240290.USD","IE00B3CCJ633.GBP","LU0823434740.USD","LU2272731600.USD","LU1983299162.USD","IE00BGHQF417.EUR","LU0124384867.USD","LU2023250504.SGD","BK4585","LU2506951792.HKD","LU2298322129.HKD","LU2106854487.HKD","LU1917777945.USD","LU1992135399.USD","LU1548497426.USD","LU1978683503.SGD","BK4519","LU2357305700.SGD","LU0323239441.USD","LU0312595415.SGD","LU1720051108.HKD","FSLR","BK4141","LU1992135472.HKD","LU2272731782.SGD","LU2249611893.SGD","LU0823421333.USD","LU2272731865.HKD","LU2048586759.USD","LU0724618433.USD","LU0823414478.USD","LU2322448957.HKD","LU2322448791.USD","IE00B2PGVK34.USD","LU2211814178.USD","LU1974910355.USD","BK4588","LU2294711713.HKD","LU0823421416.USD","LU2211815571.USD","LU0823434583.USD","LU0823414551.USD","LU0154245756.USD"],"gpt_icon":0},{"id":"1152131916","title":"财报前瞻｜第一太阳能本季度营收预计增6.59%，机构观点偏乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=1152131916","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1152131916?lang=zh_cn&edition=fundamental","pubTime":"2026-02-17 10:30","pubTimestamp":1771295406,"startTime":"0","endTime":"0","summary":"一致预期显示，本季度公司营收预计为15.63亿USD，同比增长6.59%；调整后每股收益预计为5.13USD，同比增长9.22%；息税前利润预计为5.77亿USD，同比增长4.70%，当前一致预期未提供毛利率与净利润或净利率的具体预测，因此不展示相关数据。多家机构关注的核心是本季度EPS与营收的同比增长预期，其中EPS预计同比增长9.22%、营收预计同比增长6.59%，这被视为在扩产早期仍能保持经营质量的信号。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"财报前瞻｜第一太阳能本季度营收预计增6.59%，机构观点偏乐观","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FSLR"],"gpt_icon":0},{"id":"2610691602","title":"Solv Energy 在美国首次公开募股中融资 5.125 亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2610691602","media":"路透中文","labels":["shareholding","corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610691602?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 12:28","pubTimestamp":1770784111,"startTime":"0","endTime":"0","summary":"Solv Energy 在美国首次公开募股中融资 5.125 亿美元路透2月11日 - 太阳能和电池存储公司Solv Energy在美国首次公开募股中，将其发行价定为每股25美元，符合其指定区间，共募集资金5.125亿美元。(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260211:nL4S3Z709R:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0154245673.USD","LU0823434740.USD","LU0823421416.USD","FSLR","LU2249611893.SGD","LU2272731865.HKD","LU2272731782.SGD","LU0823414551.USD","LU2106854487.HKD","LU2322448957.HKD","BK4585","IE00B2PGVK34.USD","LU0823421333.USD","LU1974910355.USD","LU0124384867.USD","LU2355687059.USD","BK4129","LU2298322129.HKD","IE00BGHQF417.EUR","LU1093756325.SGD","LU1548497426.USD","LU0312595415.SGD","PWR","LU2023250843.SGD","LU1720051108.HKD","LU0054578231.USD","IE00B3CCJ633.GBP","LU1720051017.SGD","LU1983299162.USD","LU2048586759.USD","LU0823434583.USD","LU0323240290.USD","BK4567","LU0823414478.USD","LU1917777945.USD","BK4141","LU2265009873.SGD","LU2394011477.USD","LU2506951792.HKD","LU1261432733.SGD","LU1978683503.SGD","BK4588","LU1804176565.USD","LU0154245756.USD","LU0323239441.USD","LU2473716301.USD","MTZ","LU2023250504.SGD","LU1093756168.USD","LU2272731600.USD"],"gpt_icon":0},{"id":"2609513527","title":"特斯拉推进美国本土太阳能电池制造，2028年兑现百吉瓦产能目标","url":"https://stock-news.laohu8.com/highlight/detail?id=2609513527","media":"环球网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609513527?lang=zh_cn&edition=fundamental","pubTime":"2026-02-08 11:16","pubTimestamp":1770520603,"startTime":"0","endTime":"0","summary":"马斯克此前在播客节目中直言，美国当前进口太阳能产品面临高额关税，这是特斯拉布局本土制造的重要原因，同时SpaceX与特斯拉将协同推进百吉瓦产能目标。特斯拉的入局，已对美国现有太阳能制造企业产生影响。目前美国本土太阳能制造龙头企业First Solar预计今年将本土产能提升至14吉瓦，而特斯拉百吉瓦产能目标的消息传出后，First Solar股价在早盘交易中一度下跌7.1%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260208111738a489e944&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:54","pubTimestamp":1770252898,"startTime":"0","endTime":"0","summary":"在刚刚结束的达沃斯世界经济论坛上，埃隆·马斯克宣布，SpaceX 和特斯拉团队正分别致力于在未来 3 年内在美国建立年产能达 100GW 的光伏制造产能。马斯克表示，这一宏大计划背后的驱动力是利用太阳能为电力需求巨大的 AI 数据中心供电。埃隆·马斯克在世界经济论坛上公布了太阳能计划。因此，在美国本土进行大规模光伏制造是一项战略决策。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205085513a6d4a757&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Solar(FSLR.US)“梦魇” 股价重挫10%遭BMO下调评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2607099881","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607099881?lang=zh_cn&edition=fundamental","pubTime":"2026-01-30 14:47","pubTimestamp":1769755624,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，First Solar在美股周四交易中暴跌10.2%，此前BMO资本市场将其股票评级从\"跑赢大盘\"下调至\"与市场持平\"，目标价从285美元调降至263美元。但塔卡尔在报告中指出：\"特斯拉在美国快速规模化清洁能源制造产能的过往成绩，增加了First Solar竞争地位面临的风险。\"塔卡尔分析称，即便特斯拉规划的100吉瓦制造产能中仅有一部分向第三方开放，也可能对长期组件定价产生负面影响，或至少会被市场视为悬在First Solar股价上方的潜在利空压力。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"744ea5e51029d04122b215328f3e5955","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1399680.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1839511570.USD","CRSH","LU0820561818.USD","LU2471134796.USD","IE0034235303.USD","IE00B3CCJ633.GBP","IE00BGHQF417.EUR","TSLT","LU0323591593.USD","LU1852331112.SGD","LU0823434740.USD","LU0345769631.USD","LU1551013342.USD","LU2211814178.USD","LU2087621335.USD","SG9999015952.SGD","LU2272731782.SGD","BK4598","LU0708995401.HKD","LU0316494557.USD","LU2420271590.USD","SG9999015978.USD","TSLI","BK4207","BK4612","LU1992135472.HKD","LU1066051498.USD","LU2213496289.HKD","LU2298322129.HKD","LU0820562030.AUD","LU1629891620.HKD","IE00B2PGVK34.USD","LU0719512351.SGD","LU1548497426.USD","LU1978683503.SGD","LU0943347566.SGD","LU0964807845.USD","LU2326559502.SGD","BK4574","LU2048586759.USD","LU2750360997.AUD","LU0820561909.HKD","LU0234570918.USD","LU2023250504.SGD","LU0724618433.USD","TSLA","IE00BJLML261.HKD","LU0312595415.SGD","LU2756315318.SGD","IE00BSNM7G36.USD","LU1145028129.USD","LU0056508442.USD","BK4548","SG9999015945.SGD","BK4527","BK4596","LU2063271972.USD","LU1551013425.SGD","TESL","LU1429558221.USD","TSLG","BK4592","LU0823434583.USD","IE00BK4W5L77.USD","LU0823414478.USD","LU0348723411.USD","TSLO","BK4581","LU0345770308.USD","LU1366192091.USD","LU2360107168.USD","LU2417539215.USD","BK4534","IE00BWXC8680.SGD","LU0323239441.USD","LU0823414551.USD","LU2023250330.USD","IE00BK4W5M84.HKD","LU2272731865.HKD","BK4516","LU1861558580.USD","LU1992135399.USD","BK4551","LU1066053197.SGD","LU1974910355.USD","LU0124384867.USD","LU1066051225.USD","LU2108987350.USD","LU1674673691.USD","LU1720051108.HKD","TSL","TSDD","BK4543","IE00B19Z8W00.USD","LU0345769128.USD","BK4550","LU1983299162.USD","LU2506951792.HKD","LU2272731600.USD","IE00B19Z9505.USD","LU1720051017.SGD","LU1914381329.SGD","LU2236285917.USD","LU0823421333.USD","LU0053666078.USD","LU1674673428.USD","LU2456880835.USD","BK4533","BK4141","LU2471134952.CNY","LU2322448957.HKD","LU2106854487.HKD","TSLY","TSII","IE00B1BXHZ80.USD","LU1861215975.USD","LU2471134523.USD","SG9999015986.USD","LU2471134879.HKD","LU2290526834.HKD","FSLR","TSLR","BK4585","LU0198837287.USD","LU0466842654.USD","LU2473716301.USD","LU1066051811.HKD","TSLW","LU0345770993.USD","LU2896262040.SGD","TSYY","BK4099","LU1778281490.HKD","LU2322448791.USD","BK4555","LU2360106780.USD","LU0234572021.USD","LU0077335932.USD","LU0323240290.USD","LU1917777945.USD","BK4588","TSLS","BK4519","BK4511","BK4604","IE00B1XK9C88.USD","LU2211815571.USD","LU2602419157.SGD","LU0823421416.USD","LU0689472784.USD","LU2294711713.HKD","LU0082616367.USD","LU0097036916.USD","LU0210536198.USD","LU1232071149.USD","LU2250418816.HKD","LU1861220033.SGD","LU0154245673.USD","TSLP","LU0672654240.SGD","LU0154245756.USD","07766","LU0320765059.SGD","LU1267930730.SGD","LU2750360641.GBP","LU2756315664.SGD","IE00B19Z8X17.USD","LU2249611893.SGD","LU0109391861.USD","LU2357305700.SGD","LU1435385759.SGD","TSLZ","LU2357125470.USD","LU1861559042.SGD","LU2403377893.USD","TSLQ","LU2462157665.USD","LU0823411888.USD"],"gpt_icon":1},{"id":"2607374650","title":"BUZZ-First 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称特斯拉TSLA.O首席执行官埃隆-马斯克建设年产100吉瓦太阳能电池板的计划可能会对FSLR构成压力。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260129:nL4S3YU2OQ:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BJLML261.HKD","LU0154245756.USD","BK4543","LU2250418816.HKD","LU0323591593.USD","LU0345770308.USD","LU1992135472.HKD","LU0689472784.USD","LU2471134952.CNY","LU0823421416.USD","LU1974910355.USD","LU2471134523.USD","LU1232071149.USD","LU1267930730.SGD","LU2298322129.HKD","LU0708995401.HKD","LU1839511570.USD","LU2211815571.USD","LU1366192091.USD","TSLL","LU1674673691.USD","SG9999015945.SGD","LU2322448957.HKD","LU1145028129.USD","LU0198837287.USD","LU1778281490.HKD","TSLP","IE0034235303.USD","IE00BSNM7G36.USD","BK4099","LU0234570918.USD","LU2756315664.SGD","LU0345770993.USD","LU2360106780.USD","LU0323240290.USD","LU0345769128.USD","BK4550","LU2417539215.USD","LU2420271590.USD","LU2023250504.SGD","LU0077335932.USD","LU1066051225.USD","LU1551013342.USD","TSLY","BK4596","IE00B1BXHZ80.USD","LU0820561909.HKD","TSLR","BK4141","LU2750360641.GBP","IE00B1XK9C88.USD","LU1852331112.SGD","LU0210536198.USD","LU2756315318.SGD","LU0823421333.USD","LU0823411888.USD","LU2403377893.USD","LU1548497426.USD","LU2360107168.USD","LU1429558221.USD","BK4598","LU1720051017.SGD","LU1861558580.USD","LU2750360997.AUD","LU2357305700.SGD","LU0964807845.USD","LU0820561818.USD","TSLI","TSII","BK4511","BK4527","LU0053666078.USD","LU2249611893.SGD","LU2106854487.HKD","TSL","BK4534","LU1066053197.SGD","LU2023250330.USD","LU2087621335.USD","LU1629891620.HKD","TSLW","LU0943347566.SGD","LU2211814178.USD","IE00BK4W5M84.HKD","BK4533","LU1861559042.SGD","LU0316494557.USD","LU0323239441.USD","LU2213496289.HKD","LU2290526834.HKD","IE00B3CCJ633.GBP","LU2896262040.SGD","LU0820562030.AUD","LU1983299162.USD","FSLR","LU2471134879.HKD","LU0823434583.USD","BK4548","LU1861220033.SGD","LU1917777945.USD","IE00B19Z9505.USD","LU2063271972.USD","LU2236285917.USD","LU1914381329.SGD","LU0823414478.USD","LU0823434740.USD","LU0348723411.USD","LU2357125470.USD","SG9999015978.USD","IE00B2PGVK34.USD","BK4581","LU1720051108.HKD","LU0097036916.USD","LU2272731865.HKD","LU2322448791.USD","LU1066051498.USD","BK4604","LU2326559502.SGD","LU0672654240.SGD","TSDD","LU0109391861.USD","LU2471134796.USD","CRSH","LU0823414551.USD","LU2456880835.USD","LU0320765059.SGD","LU2108987350.USD","BK4588","BK4519","IE00B19Z8W00.USD","TSYY","LU2462157665.USD","SG9999015952.SGD","TSLO","LU0345769631.USD","LU0724618433.USD","TESL","07766","BK4592","LU2272731782.SGD","LU2602419157.SGD","TSLG","TSLS","LU2272731600.USD","BK4574","BK4516","LU1992135399.USD","LU2048586759.USD","LU2473716301.USD","LU2506951792.HKD","LU0312595415.SGD","LU1861215975.USD","LU0466842654.USD","TSLZ","IE00BK4W5L77.USD","LU0056508442.USD","LU1066051811.HKD","BK4585","LU0124384867.USD","TSLQ","TSLT","BK4555","LU1551013425.SGD","LU0154245673.USD","LU1435385759.SGD","IE00BGHQF417.EUR","IE00BWXC8680.SGD","LU1978683503.SGD","BK4612","LU0234572021.USD","LU0719512351.SGD","IE00B19Z8X17.USD","BK4551","SG9999015986.USD","LU2294711713.HKD","LU0082616367.USD","LU1674673428.USD"],"gpt_icon":0},{"id":"2607089076","title":"美股太阳能股多数上涨，Nextpower涨近15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2607089076","media":"钛媒体快报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607089076?lang=zh_cn&edition=fundamental","pubTime":"2026-01-28 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22:53","pubTimestamp":1769612028,"startTime":"0","endTime":"0","summary":"太阳能股多数上涨。","market":"us","thumbnail":"https://static.tigerbbs.com/5d499897995feded240f15260325d83c","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d499897995feded240f15260325d83c"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"0af65de378bf2f4c2953bca5b8f914bd","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NXT","RUN","FSLR"],"gpt_icon":0},{"id":"1134021399","title":"盘前异动 | 英特尔绩后跌超12%！爱立信涨超6%；阿特斯太阳能涨超6%，太空概念股RDW涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134021399","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1134021399?lang=zh_cn&edition=fundamental","pubTime":"2026-01-23 17:03","pubTimestamp":1769159020,"startTime":"0","endTime":"0","summary":"1月23日，美股三大股指期货下跌，截止发稿，道指期货跌0.13%，纳指期货跌0.21%，标普500指数期货跌0.09%。$英特尔(INTC)$盘前跌超12%，Q1指引逊色，AI需求兑现但供应将至“最低点”；$直觉外科公司(ISRG)$盘前涨近3%，Q4营收同比增长19%；$甲骨文(ORCL)$盘前涨超1%，公司参与运营TikTok美国方案；$爱立信(ERIC)$盘前涨超6%，Q4利润超市场预期，计划回购17亿美元股票； 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