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。
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