7月29日，Enphase Energy盘中上涨6.66%，报37.715美元/股，成交额2578.57万美元。
消息面上，公司于7月28日盘后发布Q2财报，调整后每股收益0.47美元，超出市场预期的0.46美元；营收2.919亿美元，高于分析师预期的2.899亿美元。公司同时给出Q3营收指引2.9亿至3.2亿美元，覆盖分析师预期的3.04亿美元。CEO在财报电话会议上表示美国住宅太阳能市场已趋于稳定，缓解了市场对需求持续下滑的担忧。此外，公司近期发布第五代Kestrel ASIC智能电源转换芯片白皮书，并加速AI数据中心电源战略布局，为中长期增长提供新叙事。不过，德意志银行将目标价从41美元下调至37美元，维持持有评级，反映出机构对短期估值仍持谨慎态度。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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