2024年11月6日,美国太阳能龙头企业SolarEdge Technologies(SEDG)股价在盘后出现暴跌,当日夜盘最大跌幅达21.29%,引发市场广泛关注。
导致SEDG股价重挫的主要有两个原因:一是市场对特朗普在即将到来的大选中胜出后可能收紧可再生能源补贴政策产生担忧。投票辩论和市场预测显示,现任总统特朗普在大选中胜算较大。而他此前曾表示不支持对可再生能源行业补贴。如果连任成功,特朗普未来可能会减少甚至取消对太阳能等行业的补贴力度,这无疑将给像SEDG这样的太阳能企业带来巨大冲击。
另一个原因则是SEDG公司最新一季度财报低于市场预期,公司利润大幅下滑且对未来一季度前景做出了负面预期,加剧了投资者对公司长期增长前景的担忧。财报显示,SEDG第三季度销售额同比大降64%至2.609亿美元,远低于分析师预期。公司还预计下一季度利润率将为零甚至为负值。
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