摩根大通最新研报将太阳能企业Sunrun(RUN.US)的目标股价从13美元大幅上调至16美元。此次调整显示该机构对这家住宅太阳能安装商前景的乐观预期。分析师在报告中指出,政策环境改善与户用储能需求激增是调升评级的关键动因。
美国东部时间7月15日12时26分(北京时间16日0时26分)发布的这份报告,正值美国户用光伏市场迎来新一轮增长周期。值得注意的是,此次目标价上调幅度达23%,远超行业平均调整水平。市场观察人士认为,这反映了头部金融机构对清洁能源转型赛道的重新估值。
摩根大通最新研报将太阳能企业Sunrun(RUN.US)的目标股价从13美元大幅上调至16美元。此次调整显示该机构对这家住宅太阳能安装商前景的乐观预期。分析师在报告中指出,政策环境改善与户用储能需求激增是调升评级的关键动因。
美国东部时间7月15日12时26分(北京时间16日0时26分)发布的这份报告,正值美国户用光伏市场迎来新一轮增长周期。值得注意的是,此次目标价上调幅度达23%,远超行业平均调整水平。市场观察人士认为,这反映了头部金融机构对清洁能源转型赛道的重新估值。
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